Fiduciary advisors in San Rafael, CA

22 registered advisers

Located in California, San Rafael is a Marin County seat where Bay Area commuter wealth and Autodesk-era tech money intersect. Of those, 20 are fee-only practices that do not earn commissions from financial product sales.

AWR INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #118538
Typical Fee--
AUM$128M
Minimum--
Clients175

CAPITAL TRUST ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #134174
Typical Fee--
AUM$357M
Minimum--
Clients587

FIDUCIARY FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #285681
Typical Fee--
AUM$865M
Minimum--
Clients381

GLOBAL RETIREMENT PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #172011
Typical Fee--
AUM$143.4B
Minimum--
Clients30,235

HCM WEALTH

Fee-OnlyAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #106158
Typical Fee1.00%
AUM$883M
Minimum$1M
Clients744

JOCELYN INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #323831
Typical Fee--
AUM$920M
Minimum--
Clients272

LYLE & FORSYTH INVESTMENT MANAGERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #10603
Typical Fee--
AUM$203M
Minimum--
Clients145

MADRONE INVESTMENT ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #149549
Typical Fee--
AUM$226M
Minimum--
Clients390

MERITAS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #148565
Typical Fee--
AUM$534M
Minimum--
Clients933

O'DONNELL FINANCIAL SERVICES, LLC

Clean RecordAlso Compensated via Brokerage
San Rafael, CaliforniaCRD #172520
Typical Fee--
AUM$343M
Minimum--
Clients918

OHANA ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #158515
Typical Fee--
AUM$2.8B
Minimum--
Clients22

REDWOOD GROVE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #150667
Typical Fee--
AUM$132M
Minimum--
Clients260

RIDGECREST WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #311984
Typical Fee1.50%
AUM$620M
Minimum--
Clients688

RPA FINANCIAL, LLC

Fee-Only, No ConflictsClean Record
San Rafael, CaliforniaCRD #294105
Typical Fee--
AUM$8.0B
Minimum--
Clients230

SHERIDAN CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #156705
Typical Fee--
AUM$184M
Minimum--
Clients261

SHIRA RIDGE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #117627
Typical Fee--
AUM$323M
Minimum--
Clients829

SPECTRUM FINANCIAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #127746
Typical Fee--
AUM$256M
Minimum--
Clients150

STEWART WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #143425
Typical Fee--
AUM$501M
Minimum--
Clients1,541

THE PUTNEY FINANCIAL GROUP LLC

Fee-OnlyAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #111639
Typical Fee--
AUM$187M
Minimum--
Clients992

TRAN CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #107049
Typical Fee--
AUM$890M
Minimum--
Clients348

WESTHILL FINANCIAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #152506
Typical Fee--
AUM$684M
Minimum--
Clients1,212

WULFF, HANSEN & CO.

Also Compensated via Brokerage
San Rafael, CaliforniaCRD #908
Typical Fee--
AUM$133M
Minimum--
Clients138
Fiduciary Advisors in San Rafael, California | FiduciaryListings