Fiduciary advisors in Pasadena, CA

41 registered advisers

Pasadena is old Caltech money and a Craftsman-home real estate market that generates estate planning and philanthropic advisory demand. Among them, 38 operate strictly fee-only, meaning they collect no commissions or product-based revenue. Compensation transparency data, AUM figures, and disclosure history for each firm are listed below.

ALPHA ONE ASSET MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #338725
Typical Fee--
AUM$115M
Minimum--
Clients1

APPIAN WAY FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #168109
Typical Fee--
AUM$124M
Minimum--
Clients301

ARROYO INVESTMENT GROUP, LLC

Fee-Only, No ConflictsClean Record
Pasadena, CaliforniaCRD #130243
Typical Fee--
AUM$251M
Minimum--
Clients914

BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #283871
Typical Fee--
AUM$113M
Minimum--
Clients216

CAPITAL RESEARCH & CONSULTING LLC

Fee-Only, No ConflictsClean Record
Pasadena, CaliforniaCRD #109868
Typical Fee--
AUM$6.1B
Minimum--
Clients64

CLIFFORD SWAN INVESTMENT COUNSELORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #108033
Typical Fee--
AUM$4.5B
Minimum--
Clients2,598

CMR CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #284054
Typical Fee--
AUM$249M
Minimum--
Clients10

DERIVE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #284619
Typical Fee--
AUM$141M
Minimum--
Clients298

DISHMI CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #336392
Typical Fee--
AUM$144M
Minimum--
Clients97

EQUANIMITY FINANCIAL PARTNERS

Fee-OnlyAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #152050
Typical Fee--
AUM$167M
Minimum--
Clients643

FELICITAS GLOBAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #292411
Typical Fee--
AUM$866M
Minimum--
Clients15

FIRST WILSHIRE SECURITIES MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #171971
Typical Fee--
AUM$375M
Minimum--
Clients281

FLAHERTY & CRUMRINE INCORPORATED

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #105499
Typical Fee--
AUM$4.1B
Minimum--
Clients17

FOUNDRY FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #300122
Typical Fee--
AUM$105M
Minimum--
Clients443

FULLER INVESTMENT MANAGEMENT COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #167467
Typical Fee--
AUM$264M
Minimum--
Clients79

GUINNESS ATKINSON ASSET MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #124465
Typical Fee--
AUM$322M
Minimum--
Clients9

HALL CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #153961
Typical Fee1.00%
AUM$164M
Minimum$1M
Clients130

IMPACT FIDUCIARY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #288345
Typical Fee--
AUM$127M
Minimum--
Clients705

KONDO WEALTH ADVISORS, INC

Clean RecordAlso Compensated via Brokerage
Pasadena, CaliforniaCRD #175347
Typical Fee--
AUM$306M
Minimum--
Clients1,108

LAKE AVENUE FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #315746
Typical Fee--
AUM$138M
Minimum--
Clients700

LK&A INVESTMENT COUNSEL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #106635
Typical Fee--
AUM$530M
Minimum--
Clients86

LOGIC WEALTH MANAGEMENT, LLC

Clean RecordAlso Compensated via Insurance
Pasadena, CaliforniaCRD #153453
Typical Fee--
AUM$165M
Minimum--
Clients585

ONWARD ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #316214
Typical Fee--
AUM--
Minimum--
Clients--

PASADENA PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #295178
Typical Fee--
AUM$1.6B
Minimum--
Clients2,124

PRIMECAP MANAGEMENT CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #105516
Typical Fee--
AUM$135.9B
Minimum--
Clients26

RETIREMENT WELLNESS GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #297255
Typical Fee--
AUM$524M
Minimum--
Clients82

ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #109766
Typical Fee--
AUM$511M
Minimum--
Clients344

ROUND HILL ASSET MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #107069
Typical Fee--
AUM$273M
Minimum--
Clients198

SCHNIEDERS CAPITAL MANAGEMENT, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #120952
Typical Fee--
AUM$864M
Minimum--
Clients1,099

SHUSTER ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #170233
Typical Fee--
AUM$7.9B
Minimum--
Clients884

STERLING FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #300327
Typical Fee--
AUM$16M
Minimum--
Clients57

STONEMARK WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #158413
Typical Fee--
AUM$516M
Minimum--
Clients853

STRATEGY ASSET MANAGERS L.L.C.

Fee-OnlyAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #109939
Typical Fee--
AUM$742M
Minimum--
Clients1,099

THE STERLING GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #111782
Typical Fee--
AUM$397M
Minimum--
Clients808

TORREY-PAYNE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #336703
Typical Fee--
AUM$180M
Minimum--
Clients423

TREND TRADE PRO, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #328383
Typical Fee--
AUM$191M
Minimum--
Clients128

VANTAGE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #111324
Typical Fee--
AUM$684M
Minimum--
Clients489

WEDBUSH FUND ADVISERS, LLC

Fee-Only, No ConflictsClean Record
Pasadena, CaliforniaCRD #334057
Typical Fee--
AUM$754M
Minimum--
Clients1

WEDBUSH SECURITIES INC.

Also Compensated via Brokerage
Pasadena, CaliforniaCRD #877
Typical Fee--
AUM$5.7B
Minimum--
Clients10,048

WESTERN ASSET MANAGEMENT COMPANY

Fee-OnlyAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #110441
Typical Fee1.00%
AUM$185.0B
Minimum--
Clients31,897

WIMMER ASSOCIATES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #125243
Typical Fee--
AUM$441M
Minimum--
Clients147
Fiduciary Advisors in Pasadena, California | FiduciaryListings