Fiduciary advisors in San Luis Obispo, CA

9 registered advisers

San Luis Obispo's 9 SEC-registered fiduciary firms offer services ranging from retirement planning, portfolio management, and tax-aware investing. 9 are fee-only.

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

Fee-Only, No ConflictsClean Record
San Luis Obispo, CaliforniaCRD #287683
Typical Fee--
AUM$308M
Minimum--
Clients727

CERRO PACIFIC WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Luis Obispo, CaliforniaCRD #310825
Typical Fee--
AUM$558M
Minimum--
Clients846

LEWIS FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Luis Obispo, CaliforniaCRD #170324
Typical Fee--
AUM$134M
Minimum--
Clients255

NWM ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Luis Obispo, CaliforniaCRD #283714
Typical Fee--
AUM$329M
Minimum--
Clients501

PHILLIP B. WHITE CO., INC

Fee-Only, No ConflictsClean Record
San Luis Obispo, CaliforniaCRD #300623
Typical Fee--
AUM$268M
Minimum--
Clients591

PROSSIMO ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Luis Obispo, CaliforniaCRD #289347
Typical Fee--
AUM$196M
Minimum--
Clients90

SAN LUIS WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Luis Obispo, CaliforniaCRD #309506
Typical Fee--
AUM$706M
Minimum--
Clients1,364

TRELLIS WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Luis Obispo, CaliforniaCRD #154861
Typical Fee--
AUM$385M
Minimum--
Clients493

WRIGHT WEALTH STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Luis Obispo, CaliforniaCRD #304289
Typical Fee--
AUM$124M
Minimum--
Clients318
Fiduciary Advisors in San Luis Obispo, California | FiduciaryListings