Fiduciary advisors in Santa Barbara, CA

27 registered advisers

Santa Barbara is a coastal city where real estate values, university wealth, and retirees from the tech sector converge, and 27 SEC-registered fiduciary firms serve local investors. Among them, 27 operate strictly fee-only, meaning they collect no commissions or product-based revenue. Local investors can compare fee structures, disciplinary records, and AUM data for each firm in the directory below.

15 EQUITY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #310628
Typical Fee--
AUM$123M
Minimum--
Clients107

ABUNDANT WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #317221
Typical Fee--
AUM$103M
Minimum--
Clients156

ALAMAR CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #154413
Typical Fee--
AUM$251M
Minimum--
Clients209

ALBERT INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #298006
Typical Fee--
AUM$23M
Minimum--
Clients209,650

ARGOS GLOBAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #287672
Typical Fee--
AUM$13M
Minimum--
Clients1

ARIADNE WEALTH MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #170999
Typical Fee--
AUM$539M
Minimum--
Clients418

ARLINGTON FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #283288
Typical Fee--
AUM$1.2B
Minimum--
Clients2,575

AVALAN, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #156109
Typical Fee--
AUM$489M
Minimum--
Clients629

BLUE MARBLE INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #141354
Typical Fee--
AUM$181M
Minimum--
Clients407

BOURKE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #297957
Typical Fee--
AUM$141M
Minimum--
Clients256

CASTLE WEALTH PLANNING

Fee-OnlyAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #141601
Typical Fee--
AUM$216M
Minimum--
Clients404

CHANNEL WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #323461
Typical Fee--
AUM$833M
Minimum--
Clients1,796

CONNOR CAPITAL SB, LLC

Fee-Only, No ConflictsClean Record
Santa Barbara, CaliforniaCRD #283073
Typical Fee--
AUM$213M
Minimum--
Clients8

CUADRILLA CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Santa Barbara, CaliforniaCRD #314510
Typical Fee--
AUM$625M
Minimum--
Clients4

CURTIS ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #151695
Typical Fee--
AUM$485M
Minimum--
Clients516

DANIEL INVESTMENT ASSOCIATES, LLC

Fee-OnlyAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #157284
Typical Fee--
AUM$221M
Minimum--
Clients35

FORONJY FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #332380
Typical Fee--
AUM$278M
Minimum--
Clients546

MISSION WEALTH MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #113057
Typical Fee--
AUM$10.0B
Minimum--
Clients12,456

MONARCH WEALTH STRATEGIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #136029
Typical Fee1.95%
AUM$435M
Minimum--
Clients976

NEXXUS HOLDINGS ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #166884
Typical Fee--
AUM$263M
Minimum--
Clients4

OMEGA FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #164147
Typical Fee--
AUM$552M
Minimum--
Clients974

OUTWING PRIVATE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #322444
Typical Fee--
AUM$302M
Minimum--
Clients66

PACIFIC WEALTH STRATEGIES GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #144789
Typical Fee--
AUM$218M
Minimum--
Clients565

PAINTED PORCH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #304375
Typical Fee--
AUM$518M
Minimum--
Clients788

TRINITY CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #143097
Typical Fee--
AUM$557M
Minimum--
Clients954

VIDA WEALTH PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #140824
Typical Fee--
AUM$111M
Minimum--
Clients45

WORLD INVESTMENT ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #208512
Typical Fee--
AUM$56.3B
Minimum--
Clients25,897
Fiduciary Advisors in Santa Barbara, California | FiduciaryListings