Annmarie Rizzo
Plectrum Advisers · Altadena, California
Annmarie Rizzo is a fee-only financial advisor at Plectrum Advisers in Altadena, California. Plectrum Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Annmarie →
Facts
| Firm | Plectrum Advisers |
|---|---|
| Based in | Altadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $72.5M across 209 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7175426 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.plectrumadvisers.com |
How Annmarie's firm compares
- Plectrum Advisers's average account is about $347,000, from its Form ADV (assets managed divided by 209 accounts).
Request an introduction to Annmarie
Tell Annmarie a little about what you're looking for. Annmarie isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Annmarie
Is Annmarie Rizzo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Annmarie holds no broker registration, and Plectrum Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Annmarie charge for financial advice?
Annmarie's firm, Plectrum Advisers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Annmarie Rizzo based?
Annmarie Rizzo is based in Altadena, California.
Is Annmarie Rizzo registered with the SEC?
Yes. Annmarie Rizzo is registered as an investment adviser representative in CA (CRD 7175426), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Plectrum Advisers manage?
Plectrum Advisers reports $72.5M across 209 accounts in assets under management.
How do I contact Annmarie Rizzo?
Through Annmarie's website, www.plectrumadvisers.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Altadena
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Plectrum Advisers website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.