CA · Chico

Fiduciary advisors in Chico, CA

1 advisor with offices in Chico. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Chico

Sweeney & Michel, LLC

Fiduciary ★5.0(23)

Chico, California

Independent RIA

Investment Management

Sweeney & Michel is a fee-only registered investment advisor in Chico, California, offering financial planning and investment management services. The firm operates as a fiduciary and employs CFP® professionals. As an independent RIA with no proprietary product sales or trading commissions, the firm partners with Fidelity Investments for custodial services and emphasizes a low-cost structure with no account minimums, trading fees, or separate planning charges when investments are managed.

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Financial advisors in Chico, California

Advisors serving Chico specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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