Fiduciary advisors in Valencia, CA

4 registered advisers

With 4 SEC-registered fiduciary advisors, Valencia is a smaller California advisory market. 4 collect fees only, with no commission income.

EAGLE WEALTH MANAGEMENT GROUP INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Valencia, CaliforniaCRD #327052
Typical Fee--
AUM$364M
Minimum--
Clients456

GLOBAL FINANCIAL ADVISORY SERVICES, INC.

Fee-Only, No ConflictsClean Record
Valencia, CaliforniaCRD #135234
Typical Fee--
AUM$259M
Minimum--
Clients659

M2 CAPITAL ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Valencia, CaliforniaCRD #288829
Typical Fee--
AUM$40M
Minimum--
Clients73

PROSPERITAS FINANCIAL, LLC

Fee-Only, No ConflictsClean Record
Valencia, CaliforniaCRD #315768
Typical Fee--
AUM$613M
Minimum--
Clients3,933
Fiduciary Advisors in Valencia, California | FiduciaryListings