Fiduciary advisors in Napa, CA
3 registered advisers
Napa, California: 3 SEC-registered fiduciary advisors, 3 fee-only.
5T WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$331M
Minimum--
Clients533
DEDORA CAPITAL, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$487M
Minimum--
Clients1,291
HARRINGTON INVESTMENTS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$355M
Minimum--
Clients219