Fiduciary advisors in Rancho Santa Fe, CA
6 registered advisers
6 fiduciary firms in Rancho Santa Fe, California hold SEC registration. 6 are structured as fee-only practices.
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$323M
Minimum--
Clients624
AMERICAN MONEY MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$734M
Minimum--
Clients1,674
BULL OAK CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$196M
Minimum--
Clients356
ESSENTIAL PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$325M
Minimum--
Clients142
FAIRBANKS CAPITAL MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$370M
Minimum--
Clients219
NICHOLAS INVESTMENT PARTNERS, L.P.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients32