Fee-OnlyFinder

Flat / fixed fees in Arcadia, CA

3 advisers in Arcadia offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 3

Clarity Financial440 E. Huntington Drive, Suite 300 · Arcadia, CA 91106 · (310) 415-0765 · Financial planningCRD 307264 · % of assets, Fixed fees, Other · $462,000 AUMState registeredNo commissions reportedCsi Wealth Management20 East Foothill Blvd.,, Suite 100 · Arcadia, CA 91006 · (626) 294-0414 · Financial planningCRD 328963 · % of assets, Hourly charges, Fixed fees · $12.1 million AUMState registeredNo commissions reportedRaymond Liao Investment Advisor440 East Huntington Dr, Suite 300 · Arcadia, CA 91006 · (626) 768-3628 · Financial planningCRD 312570 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reported