Fiduciary advisors in Lafayette, CA

8 registered advisers

Lafayette, California has 8 SEC-registered fiduciary advisory firms, 7 of which are fee-only.

GARNER FINANCIAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lafayette, CaliforniaCRD #131628
Typical Fee--
AUM$153M
Minimum--
Clients299

GEBHARDT GROUP, INC

Clean RecordAlso Compensated via Product Sales
Lafayette, CaliforniaCRD #142903
Typical Fee--
AUM$295M
Minimum--
Clients762

GIFFORD FONG ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lafayette, CaliforniaCRD #142917
Typical Fee--
AUM$419M
Minimum--
Clients1

HYPHEN WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lafayette, CaliforniaCRD #338134
Typical Fee--
AUM$120M
Minimum--
Clients162

LEWIS ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lafayette, CaliforniaCRD #143409
Typical Fee--
AUM$387M
Minimum--
Clients631

LLOYD TEVIS INVESTMENTS, LLC

Fee-Only, No ConflictsClean Record
Lafayette, CaliforniaCRD #323061
Typical Fee--
AUM$297K
Minimum--
Clients3

THE FOUNDATION INVESTMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lafayette, CaliforniaCRD #318369
Typical Fee--
AUM$256M
Minimum--
Clients516

WALLACE ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lafayette, CaliforniaCRD #281049
Typical Fee--
AUM$269M
Minimum--
Clients390
Fiduciary Advisors in Lafayette, California | FiduciaryListings