Fiduciary advisors in Long Beach, CA

8 registered advisers

Long Beach's 8 SEC-registered fiduciary firms offer services ranging from investment management, financial planning, and retirement readiness reviews. 8 are fee-only.

CLG LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Long Beach, CaliforniaCRD #282605
Typical Fee--
AUM$1.1B
Minimum--
Clients2,771

CRUX WEALTH ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Long Beach, CaliforniaCRD #330731
Typical Fee--
AUM$410M
Minimum--
Clients1,466

GOLDMAN LANCASTER, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Long Beach, CaliforniaCRD #136134
Typical Fee--
AUM$321M
Minimum--
Clients743

HALBERT HARGROVE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Long Beach, CaliforniaCRD #105515
Typical Fee--
AUM$3.5B
Minimum--
Clients4,671

KENSINGTON INVESTMENT COUNSEL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Long Beach, CaliforniaCRD #108012
Typical Fee--
AUM$298M
Minimum--
Clients276

LEDERER & ASSOCIATES INVESTMENT COUNSEL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Long Beach, CaliforniaCRD #110376
Typical Fee--
AUM$244M
Minimum--
Clients137

THE CHARTIST

Fee-OnlyClean RecordAlso Compensated via Product Sales
Long Beach, CaliforniaCRD #105072
Typical Fee--
AUM$170M
Minimum--
Clients426

WEALTHSPRING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Long Beach, CaliforniaCRD #322756
Typical Fee--
AUM$370M
Minimum--
Clients922
Fiduciary Advisors in Long Beach, California | FiduciaryListings