Fiduciary advisors in Cupertino, CA

3 registered advisers

Cupertino's 3 fiduciary firms represent a fraction of California's total advisory market, but each carries full SEC registration. Of those, 3 are fee-only practices.

EVEREST PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cupertino, CaliforniaCRD #142945
Typical Fee0.50%
AUM$307M
Minimum--
Clients330

PRUNEYARD FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cupertino, CaliforniaCRD #117378
Typical Fee--
AUM$140M
Minimum--
Clients121

SP ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cupertino, CaliforniaCRD #323369
Typical Fee--
AUM$1.7B
Minimum--
Clients808
Fiduciary Advisors in Cupertino, California | FiduciaryListings