Fiduciary advisors in Encino, CA

6 registered advisers

Exactly 6 fiduciary advisory firms in Encino carry SEC registration. Of those 6, 6 are compensated solely by client fees.

GOODSTEIN WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Encino, CaliforniaCRD #282910
Typical Fee--
AUM$98M
Minimum--
Clients263

MAREST CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Encino, CaliforniaCRD #315958
Typical Fee--
AUM$240M
Minimum--
Clients120

NAVALIGN, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Encino, CaliforniaCRD #119919
Typical Fee1.25%
AUM$732M
Minimum--
Clients1,906

PORTFOLIO DESIGN LABS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Encino, CaliforniaCRD #318127
Typical Fee--
AUM$502M
Minimum--
Clients481

SB CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Encino, CaliforniaCRD #126826
Typical Fee--
AUM$1.2B
Minimum--
Clients1,433

WILLNER & HELLER LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Encino, CaliforniaCRD #135406
Typical Fee--
AUM$193M
Minimum--
Clients472
Fiduciary Advisors in Encino, California | FiduciaryListings