Fiduciary advisors in Los Altos, CA

9 registered advisers

There are 9 SEC-registered fiduciary advisors in Los Altos, California, 9 fee-only.

CHANGING PARAMETERS, LLC

Fee-Only, No ConflictsClean Record
Los Altos, CaliforniaCRD #132551
Typical Fee--
AUM$105M
Minimum--
Clients249

DIVERSIFI CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Altos, CaliforniaCRD #242788
Typical Fee--
AUM$457M
Minimum--
Clients821

FLYWHEEL PRIVATE WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Altos, CaliforniaCRD #325690
Typical Fee--
AUM$338M
Minimum--
Clients291

GATES PASS ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Altos, CaliforniaCRD #269983
Typical Fee--
AUM$188M
Minimum--
Clients279

JOHNSON LYMAN WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Altos, CaliforniaCRD #150150
Typical Fee--
AUM$168M
Minimum--
Clients55

RILEY FRIEDMAN ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Altos, CaliforniaCRD #155810
Typical Fee--
AUM$505M
Minimum--
Clients527

STRATEGY CAPITAL LLC

Fee-Only, No ConflictsClean Record
Los Altos, CaliforniaCRD #169007
Typical Fee--
AUM$1.3B
Minimum--
Clients5

THREE BRIDGE WEALTH ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Los Altos, CaliforniaCRD #150460
Typical Fee--
AUM$818M
Minimum--
Clients561

TRAVEKA WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Altos, CaliforniaCRD #328421
Typical Fee--
AUM$731M
Minimum--
Clients798
Fiduciary Advisors in Los Altos, California | FiduciaryListings