Fee-OnlyFinder

Flat / fixed fees in Beverly Hills, CA

9 advisers in Beverly Hills 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 9

Audent Global Asset Management, LLC150 S. Rodeo Dr, Suite 100 · Beverly Hills, CA 90212 · (310) 388-3818 · Financial planningCRD 308166 · % of assets, Fixed fees, Performance-based fees · $452.3 million AUMSEC registeredNo commissions reportedBeverly Hills Private Wealth, LLC350 S. Beverly Drive, Suite 360 · Beverly Hills, CA 90212 · (310) 388-3800 · Financial planningCRD 321132 · % of assets, Hourly charges, Fixed fees · $912.2 million AUMSEC registeredNo commissions reportedCheviot Value Management, LLC433 North Camden Drive, Suite 800 · Beverly Hills, CA 90210 · (310) 451-8600 · Financial planningCRD 166291 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedElyxium Wealth LLC400 S. Beverly Dr., Penthouse · Beverly Hills, CA 90212 · Financial planningCRD 328603 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedGalliott Capital Advisors, LLC9401 Wilshire Blvd., Ste 705 · Beverly Hills, CA 90212 · (310) 362-3320 · Financial planningCRD 313094 · % of assets, Hourly charges, Fixed fees · $249.0 million AUMSEC registeredNo commissions reportedJoel R. Mogy Investment Counsel INC.315 South Beverly Drive, Suite 400 · Beverly Hills, CA 90212 · (310) 552-0529 · Flat / fixed feesCRD 111622 · % of assets, Fixed fees, Other · $2.2 billion AUMSEC registeredNo commissions reportedMozaic, LLC350 South Beverly Drive, Suite 340 · Beverly Hills, CA 90212 · (310) 247-9657 · Financial planningCRD 145777 · % of assets, Hourly charges, Fixed fees · $3.6 billion AUMSEC registeredNo commissions reportedO'Boyle Wealth Management, INC.9701 Wilshire Boulevard, 10th Floor · Beverly Hills, CA 90212 · (310) 601-7075 · Financial planningCRD 292849 · % of assets, Hourly charges, Fixed fees · $443.9 million AUMSEC registeredNo commissions reportedTiller Partners, LLC9444 Santa Monica Blvd, Suite 301 · Beverly Hills, CA 90210 · (657) 215-1684 · Flat / fixed feesCRD 170429 · Fixed fees, Performance-based fees · $261.5 million AUMSEC registeredNo commissions reported