Fee-OnlyFinder

Flat / fixed fees in Campbell, CA

3 advisers in Campbell 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 3

Desai Wealth LLC307 Orchard City Drive, Suite 116, Suite 116 · Campbell, CA 95008 · (408) 320-9789 · Financial planningCRD 335226 · % of assets, Hourly charges, Fixed fees · $1.0 million AUMState registeredNo commissions reportedHickok Advisory, LLC2110 S Bascom Ave, Suite 103 · Campbell, CA 95008 · (408) 265-8400 · Financial planningCRD 333663 · % of assets, Hourly charges, Fixed fees · $130,000 AUMState registeredNo commissions reportedSeek First INC.1999 South Bascom Ave, Suite 700 · Campbell, CA 95008 · (866) 398-4044 · Financial planningCRD 312546 · % of assets, Fixed fees · $251.0 million AUMSEC registeredNo commissions reported