Fee-OnlyFinder

Flat / fixed fees in Burbank, CA

6 advisers in Burbank 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 6

California Capital Management2520 West Olive Avenue, Suite 300 · Burbank, CA 91505 · (818) 766-0660 · Financial planningCRD 130734 · % of assets, Hourly charges, Fixed fees · $358.4 million AUMSEC registeredNo commissions reportedConvey Wealth LLC4100 W. Alameda Ave, 300 · Burbank, CA 91505 · (310) 397-4373 · Financial planningCRD 322622 · % of assets, Fixed fees · $51.7 million AUMState registeredNo commissions reportedCta Wealth Advisors, INC.290 East Verdugo Avenue, Suite 205 · Burbank, CA 91502 · (818) 841-1746 · Financial planningCRD 113007 · % of assets, Hourly charges, Fixed fees · $175.2 million AUMSEC registeredNo commissions reportedFade in Financial3900 W Alameda Ave, Suite 1519 · Burbank, CA 91505 · (818) 588-6892 · Financial planningCRD 311994 · % of assets, Hourly charges, Fixed fees · $4.5 million AUMState registeredNo commissions reportedHatfield Insurance & Financial Services, INC.2501 West Burbank Blvd, Suite 207 · Burbank, CA 91505 · (818) 981-5050 · Financial planningCRD 169941 · % of assets, Hourly charges, Fixed fees · $99.2 million AUMState registeredNo commissions reportedLazari Capital Management, INC.3500 W. Olive Ave, Suite 730 · Burbank, CA 91505 · (818) 264-0610 · Financial planningCRD 172932 · % of assets, Fixed fees, Performance-based fees · $691.1 million AUMSEC registeredNo commissions reported