Fiduciary advisors in Mountain View, CA

6 registered advisers

Mountain View is one of several California cities with a measurable fiduciary advisory presence. Local investors can choose from 6 SEC-registered fiduciary advisors, 6 of which are fee-only.

ARTA FINANCE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mountain View, CaliforniaCRD #318714
Typical Fee0.10%
AUM$123M
Minimum--
Clients738

INFANGER INVESTMENT TECHNOLOGY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mountain View, CaliforniaCRD #112328
Typical Fee--
AUM$535M
Minimum--
Clients25

INRI

Fee-Only, No ConflictsClean Record
Mountain View, CaliforniaCRD #333007
Typical Fee--
AUM--
Minimum--
Clients--

WAVERLEY WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mountain View, CaliforniaCRD #156023
Typical Fee1.00%
AUM$201M
Minimum$500,000
Clients359

WEALTH ARCHITECTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mountain View, CaliforniaCRD #135373
Typical Fee--
AUM$2.0B
Minimum--
Clients2,890

ZANBATO ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mountain View, CaliforniaCRD #311620
Typical Fee--
AUM$2.1B
Minimum--
Clients58
Fiduciary Advisors in Mountain View, California | FiduciaryListings