Fee-OnlyFinder

Flat / fixed fees in Brea, CA

9 advisers in Brea 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

Anchor Financial Group500 S. Kraemer Blvd Suite 255 · Brea, CA 92821 · (714) 264-3538 · Financial planningCRD 111801 · % of assets, Hourly charges, Fixed fees · $102.4 million AUMState registeredNo commissions reportedChoice Financial & Insurance Services, INC.633 S. Brea Blvd., #7 · Brea, CA 92821 · (626) 333-9084 · Financial planningCRD 312049 · % of assets, Hourly charges, Fixed fees · $7.2 million AUMState registeredNo commissions reportedDes Financial Group, LLC3000 East Birch Street, Suite 101 · Brea, CA 92821 · (714) 572-3620 · Financial planningCRD 174421 · % of assets, Hourly charges, Fixed fees · $34.1 million AUMState registeredNo commissions reportedInvestlinc Wealth Services10 Pointe Dr., Suite 150 · Brea, CA 92821 · (714) 563-3500 · Financial planningCRD 332607 · % of assets, Hourly charges, Fixed fees · $115.6 million AUMSEC registeredNo commissions reportedLayari Financial185 State State College Boulevard, Suite 67 · Brea, CA 92831 · (562) 850-3533 · Financial planningCRD 321852 · % of assets, Fixed fees · $9.1 million AUMState registeredNo commissions reportedLighthouse Financial Services INC3070 Saturn Street, Suite 101 · Brea, CA 92821 · (714) 572-8900 · Financial planningCRD 110367 · % of assets, Hourly charges, Fixed fees · $472.5 million AUMSEC registeredNo commissions reportedMinistry Partners Securities, LLCOne Pointe Dr.,, Suite 205 · Brea, CA 92821 · (714) 671-5720 · Financial planningCRD 154349 · % of assets, Hourly charges, Fixed fees · $25.4 million AUMState registeredNo commissions reportedOaktree Wealth Group INC.135 S. State College Blvd, Ste 200 · Brea, CA 92821 · (949) 514-8588 · Financial planningCRD 167388 · % of assets, Hourly charges, Fixed fees · $10.2 million AUMState registeredNo commissions reportedSackett Wealth Advisors, INC.915 W. Imperial Highway, Suite 160 · Brea, CA 92821 · (714) 671-9330 · Hourly feesCRD 289950 · % of assets, Hourly charges, Fixed fees · $212.3 million AUMSEC registeredNo commissions reported