Fiduciary advisors in Granite Bay, CA
5 registered advisers
Current count for Granite Bay, California: 5 fiduciary advisors with active SEC registration, 5 operating fee-only.
ABOUND FINANCIAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$436M
Minimum--
Clients1,800
DYNAMIC WEALTH STRATEGIES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$145M
Minimum--
Clients429
ONESOURCE WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$140M
Minimum--
Clients258
PARKSHORE WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$455M
Minimum--
Clients1,607
SPECTRUM WEALTH ADVISORY GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee3.00%
AUM$370M
Minimum--
Clients604