Fee-OnlyFinder

Flat / fixed fees in Calabasas, CA

8 advisers in Calabasas 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 8

Ares Financial Consulting LLC4500 Park Granada, Suite 202 · Calabasas, CA 91302 · (818) 986-1479 · Financial planningCRD 282852 · % of assets, Hourly charges, Fixed fees · $243.9 million AUMSEC registeredNo commissions reportedBrian Dennis, Cfp®27001 W. Agoura Road, Suite 350 · Calabasas, CA 91301 · (310) 617-8024 · Financial planningCRD 325735 · % of assets, Hourly charges, Fixed fees · $529,410 AUMState registeredNo commissions reportedFidela Wealth4500 Park Granada, #202 · Calabasas, CA 91302 · (818) 743-7068 · Financial planningCRD 328060 · % of assets, Hourly charges, Fixed fees · $54.2 million AUMState registeredNo commissions reportedKrane Financial Solutions24007 Ventura Blvd, Suite 250 · Calabasas, CA 91302 · (310) 989-0934 · Financial planningCRD 153594 · % of assets, Hourly charges, Fixed fees · $295.0 million AUMSEC registeredNo commissions reportedMari Legacy Group, LLC4500 Park Granada, Suite 202 · Calabasas, CA 91302 · (818) 923-2022 · Financial planningCRD 325087 · % of assets, Hourly charges, Fixed fees · $29.9 million AUMState registeredNo commissions reportedMorton Wealth27200 Agoura Road, Suite 200 · Calabasas, CA 91301 · (818) 222-4727 · Financial planningCRD 141250 · % of assets, Fixed fees · $3.5 billion AUMSEC registeredNo commissions reportedPrivate Wealth Solutions, LLC26050 Mureau Road, Suite 103 · Calabasas, CA 91302 · (818) 264-0600 · Financial planningCRD 289437 · % of assets, Hourly charges, Fixed fees · $500.0 million AUMSEC registeredNo commissions reportedTriagen Wealth Management LLC23801 Calabasas Road, Suite 1010 · Calabasas, CA 91302 · (818) 732-8553 · Financial planningCRD 308457 · % of assets, Fixed fees · $535.2 million AUMSEC registeredNo commissions reported