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 SalesTypical Fee--
AUM$1.1B
Minimum--
Clients2,771
CRUX WEALTH ADVISORS
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$410M
Minimum--
Clients1,466
GOLDMAN LANCASTER, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$321M
Minimum--
Clients743
HALBERT HARGROVE
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.5B
Minimum--
Clients4,671
KENSINGTON INVESTMENT COUNSEL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$298M
Minimum--
Clients276
LEDERER & ASSOCIATES INVESTMENT COUNSEL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$244M
Minimum--
Clients137
THE CHARTIST
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$170M
Minimum--
Clients426
WEALTHSPRING
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$370M
Minimum--
Clients922