Best Financial Advisors in CARMEL, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in CARMEL
PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC
CARMEL, CA · Since 2008
NEUMEIER POMA INVESTMENT COUNSEL LLC
CARMEL, CA · Since 1985
CARMEL CAPITAL MANAGEMENT L.L.C.
CARMEL, CA · Since 2002
TOPTURN CAPITAL, LLC
CARMEL, CA · Since 2009
WELTON INVESTMENT PARTNERS LLC
CARMEL, CA · Since 2014
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in CARMEL?
The median advisory fee in CARMEL, CA is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.