Fiduciary advisors in Walnut Creek, CA

34 registered advisers

Across Walnut Creek's advisory market, 34 firms maintain SEC registration as fiduciaries. 33 of those firms -- 97% -- operate on a fee-only basis, accepting no commissions. Each listing below includes compensation method, assets under management, and any disclosed regulatory history.

ASPIRE PLANNING ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #282179
Typical Fee--
AUM$126M
Minimum--
Clients366

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #107326
Typical Fee--
AUM$805M
Minimum--
Clients1,890

BOLTWOOD CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #110293
Typical Fee--
AUM$381M
Minimum--
Clients430

BURTON ENRIGHT WELCH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #118376
Typical Fee--
AUM$1.2B
Minimum--
Clients644

CAPITAL ADVANTAGE, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #108985
Typical Fee--
AUM$1.1B
Minimum--
Clients2,830

CAPITAL MANAGEMENT ADVISOR GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #304617
Typical Fee--
AUM$188M
Minimum--
Clients242

CASILIO LEITCH INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #173152
Typical Fee--
AUM$256M
Minimum--
Clients397

CASTLE ROCK WEALTH MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Walnut Creek, CaliforniaCRD #199513
Typical Fee--
AUM$522M
Minimum--
Clients1,904

CEDAR WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #167149
Typical Fee--
AUM$361M
Minimum--
Clients113

CONCENTRIC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #321633
Typical Fee--
AUM$7.7B
Minimum--
Clients3,552

DESMOND WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #118200
Typical Fee--
AUM$124M
Minimum--
Clients209

DESTINATION WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #110365
Typical Fee--
AUM$4.1B
Minimum--
Clients5,732

EARNED WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #108052
Typical Fee--
AUM$1.9B
Minimum--
Clients3,544

ECHO45 ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #307265
Typical Fee--
AUM$195M
Minimum--
Clients566

ELEVATION WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #123971
Typical Fee--
AUM$671M
Minimum--
Clients1,000

GEMMER ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #109034
Typical Fee--
AUM$2.0B
Minimum--
Clients3,663

GKV CAPITAL MANAGEMENT CO INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #108767
Typical Fee--
AUM$357M
Minimum--
Clients425

HAHN CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #108911
Typical Fee--
AUM$521M
Minimum--
Clients80

INSIGNIA CAPITAL GROUP, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #169772
Typical Fee--
AUM$710M
Minimum--
Clients4

INTEGRITY WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #167314
Typical Fee--
AUM$171M
Minimum--
Clients536

J.P. KING ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #112109
Typical Fee--
AUM$744M
Minimum--
Clients1,394

JCSD CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #163084
Typical Fee--
AUM$174M
Minimum--
Clients4

PACIFIC EXCEL WEALTH ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #172356
Typical Fee--
AUM$111M
Minimum--
Clients115

PARK, MILLER, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #146856
Typical Fee--
AUM$288M
Minimum--
Clients215

PATHWISE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #174215
Typical Fee--
AUM$255M
Minimum--
Clients505

PRIME MERIDIAN CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Walnut Creek, CaliforniaCRD #166003
Typical Fee--
AUM$187M
Minimum--
Clients4

SBJ CAPITAL

Fee-Only, No ConflictsClean Record
Walnut Creek, CaliforniaCRD #293841
Typical Fee--
AUM$591M
Minimum--
Clients17

SIERRA INVESTMENT PARTNERS, INC.

Fee-Only, No ConflictsClean Record
Walnut Creek, CaliforniaCRD #110954
Typical Fee0.65%
AUM$5.5B
Minimum$50M
Clients120

SPIEGELMAN WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #336637
Typical Fee--
AUM$432M
Minimum--
Clients531

TERRAFIRMA WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #331568
Typical Fee--
AUM$109M
Minimum--
Clients91

TREEHOUSE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #292016
Typical Fee--
AUM$537M
Minimum--
Clients739

USCF ADVISERS

Fee-Only, No Conflicts
Walnut Creek, CaliforniaCRD #171962
Typical Fee--
AUM$416M
Minimum--
Clients12

VISTA ADVISOR GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #307268
Typical Fee--
AUM$315M
Minimum--
Clients688

YODER WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #291826
Typical Fee--
AUM$331M
Minimum--
Clients341
Fiduciary Advisors in Walnut Creek, California | FiduciaryListings