CA · Granite Bay

Fiduciary advisors in Granite Bay, CA

2 advisors with offices in Granite Bay. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Granite Bay

Kerux

Granite Bay, California

Investment Management Retirement Planning

Kerux is a registered investment advisor based in Granite Bay, California, offering financial planning, investment management, and retirement planning services. The firm serves clients seeking to integrate Christian values with wealth stewardship, employing a team approach that includes investment managers, tax strategists, and estate planners. Founder David Laut and team members hold CFP® certifications and operate under a fiduciary standard of care, guiding clients through their proprietary Faith Forward Framework.

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Steele Financial Partners

Granite Bay, California

Steele Financial Partners is an investment advisory firm in Granite Bay, California. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

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Financial advisors in Granite Bay, California

Advisors serving Granite Bay 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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