SEC-registered financial advisors in Santa Barbara, CA
Common fee types
- 96%Percentage of assets
- 74%Fixed or flat fee
- 65%Hourly
Showing 23 of 23
- 15 Equity$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Abundant Wealth Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Alamar Capital Management, LLC$100M to $500MSEC recordPercentage of assets
- Albert Investments, LLCUnder $25MSEC recordFixed or flat fee
- Ariadne Wealth Management, LP$500M to $1BSEC recordPercentage of assets
- Arlington Financial Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Avalan, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Blue Marble Investments$100M to $500MSEC recordPercentage of assets
- Bourke Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Castle Wealth Planning$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Certis Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Channel Wealth, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Curtis Advisory Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Daniel Investment Associates, LLC$100M to $500MSEC recordPercentage of assets
- Foronjy Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Mission Wealth Management, LP$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Monarch Wealth Strategies$100M to $500MSEC recordPercentage of assetsHourly
- Omega Financial Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Pacific Wealth Strategies Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Painted Porch Advisors LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Thryve Wealth Management$100M to $500MSEC recordPercentage of assets
- Trinity Capital Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Vida Wealth Partners, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.