Fiduciary advisors in Novato, CA

6 registered advisers

For Novato investors who want a fiduciary standard, 6 SEC-registered firms operate in the area. Fee-only options number 6, removing the potential for commission-driven recommendations.

ALPHA WEALTH MANAGEMENT AND PLANNING LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Novato, CaliforniaCRD #163917
Typical Fee--
AUM$356M
Minimum--
Clients1,411

HENNESSY ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Novato, CaliforniaCRD #110770
Typical Fee--
AUM$4.3B
Minimum--
Clients17

HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Novato, CaliforniaCRD #145096
Typical Fee--
AUM$201M
Minimum--
Clients223

KETRON FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Novato, CaliforniaCRD #330807
Typical Fee--
AUM$384M
Minimum--
Clients733

MARIN WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Novato, CaliforniaCRD #123237
Typical Fee--
AUM$357M
Minimum--
Clients938

MCM WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Novato, CaliforniaCRD #136075
Typical Fee--
AUM$151M
Minimum--
Clients381
Fiduciary Advisors in Novato, California | FiduciaryListings