Fee-OnlyFinder

Flat / fixed fees in Burlingame, CA

4 advisers in Burlingame 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 4

Circuit Wealth LLC851 Burlway Rd., Ste 306 · Burlingame, CA 94010 · (650) 220-7555 · Financial planningCRD 335718 · % of assets, Fixed fees · $1.2 million AUMState registeredNo commissions reportedLuna Capital Management, LLC1799 Bayshore Highway, Suite 128a · Burlingame, CA 94010 · (415) 513-5257 · Financial planningCRD 307687 · % of assets, Hourly charges, Fixed fees · $116.4 million AUMSEC registeredNo commissions reportedOptura Advisors, INC.533 Airport Blvd, Suite 400 · Burlingame, CA 94010 · (415) 968-9269 · Financial planningCRD 175424 · % of assets, Hourly charges, Fixed fees · $671,002 AUMState registeredNo commissions reportedTessara Wealth340 Lorton Ave, Ste 216 · Burlingame, CA 94010 · (650) 636-7526 · Financial planningCRD 283295 · % of assets, Hourly charges, Fixed fees · $162.4 million AUMSEC registeredNo commissions reported