Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Monterey is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Monterey & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Monterey, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Monterey, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Monterey, California have an average of 0 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
MONTEREY PRIVATE WEALTH, INC. 2340 Garden Road, Suite 202 Monterey, CA, 93940 | 114572 | $911,278,403 | 1922 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT) |
INTEGRIS WEALTH MANAGEMENT, LLC 435 Washington Street, Suite A Monterey, CA, 93940 | 111336 | $488,320,916 | 865 | A Percentage of AUM, Hourly charges, Fixed Fees |
TOPTURN CAPITAL, LLC 40 Ragsdale Drive, Suite 120 Monterey, CA, 93940 | 151464 | $137,339,000 | 319 | A Percentage of AUM, Fixed Fees |
THEPARTNERS WEALTH MANAGEMENT 299 Webster Street, Monterey, CA, 93940 | 314816 | $100,659,138 | 355 | A Percentage of AUM, Hourly charges, Fixed Fees |
DISTRIBUTION COGNIZANT, LLC 288 Pearl St, Suite 304 Monterey, CA, 93940 | 322048 | $2,029,330 | 1 | A Percentage of AUM |
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