Fee-OnlyFinder

Flat / fixed fees in Carlsbad, CA

18 advisers in Carlsbad 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 18

77 Financial Group1241 Carlsbad Village Drive, Suite 100/a · Carlsbad, CA 92008 · (858) 283-7185 · Financial planningCRD 312367 · % of assets, Subscription fees, Fixed fees · $27.1 million AUMState registeredNo commissions reportedAnchor Bay Capital, INC.5780 Fleet St., Suite 308 · Carlsbad, CA 92008 · (760) 602-3470 · Financial planningCRD 116913 · % of assets, Hourly charges, Fixed fees · $247.1 million AUMSEC registeredNo commissions reportedAxxcess Wealth Management, LLC6005 Hidden Valley Road, Suite 290 · Carlsbad, CA 92011 · (858) 217-5347 · Financial planningCRD 164081 · % of assets, Hourly charges, Fixed fees · $8.9 billion AUMSEC registeredNo commissions reportedBirchwood Capital2385 Camino Vida Roble, Suite 100 · Carlsbad, CA 92011 · (760) 230-3893 · Financial planningCRD 310219 · Hourly charges, Fixed fees · $105.2 million AUMState registeredNo commissions reportedCentered Financial701 Palomar Airport Road, Suite 300 · Carlsbad, CA 92011 · (760) 931-4729 · Financial planningCRD 304535 · % of assets, Hourly charges, Fixed fees · $75.0 million AUMState registeredNo commissions reportedCornerstone Wealth Advisors, INC.1808 Aston Avenue, Suite 150 · Carlsbad, CA 92008 · (760) 476-1376 · Financial planningCRD 309544 · % of assets, Hourly charges, Fixed fees · $145.6 million AUMSEC registeredNo commissions reportedDBA Seaside Financial & Insurance Services2888 Loker Ave East, Suite 110 · Carlsbad, CA 92010 · (760) 433-4632 · Financial planningCRD 289985 · % of assets, Hourly charges, Fixed fees · $81.2 million AUMState registeredNo commissions reportedFinances for Life, LLC5857 Owens Avenue, Suite 300 · Carlsbad, CA 92008 · (877) 335-4110 · Financial planningCRD 166163 · % of assets, Hourly charges, Fixed fees · $793,200 AUMState registeredNo commissions reportedFinancial Focus LLC1925 Palomar Oaks Way, #107 · Carlsbad, CA 92008 · (760) 431-3040 · Financial planningCRD 282177 · % of assets, Hourly charges, Fixed fees · $800.0 million AUMSEC registeredNo commissions reportedFletcher Financial, LLC5055 Avenida Encinas, Suite 100 · Carlsbad, CA 92008 · (760) 692-2222 · Flat / fixed feesCRD 133270 · % of assets, Fixed fees · $10.8 million AUMState registeredNo commissions reported
Frank Financial Advisors2710 Loker Avenue West, Suite 230 · Carlsbad, CA 92010 · (760) 438-3360 · Financial planningCRD 147537 · % of assets, Hourly charges, Fixed fees · $188.2 million AUMSEC registeredNo commissions reportedInspiration Financial Planning5858 Dryden Pl, Suite 211 · Carlsbad, CA 92008 · (224) 707-1002 · Financial planningCRD 334038 · % of assets, Fixed fees · $14.7 million AUMState registeredNo commissions reportedIntelligence Driven Advisers, LLC2792 Gateway Road · Carlsbad, CA 92009 · (888) 401-2083 · Financial planningCRD 299589 · % of assets, Hourly charges, Fixed fees · $881.9 million AUMSEC registeredNo commissions reportedJmo Financial2930 San Bristo Way · Carlsbad, CA 92009 · (760) 944-0774 · Financial planningCRD 175086 · % of assets, Hourly charges, Fixed fees · $8.0 million AUMState registeredNo commissions reportedMeketa Fiduciary Management, LLC5796 Armada Drive, Suite 110 · Carlsbad, CA 92008 · (760) 795-3450 · Flat / fixed feesCRD 323605 · % of assets, Fixed fees · $20.1 billion AUMSEC registeredNo commissions reportedSeaside Wealth Management, INC.6154 Innovation Way · Carlsbad, CA 92009 · (760) 730-8120 · Financial planningCRD 271039 · % of assets, Hourly charges, Fixed fees · $459.3 million AUMSEC registeredNo commissions reportedVistica Wealth Advisors, LLC2121 Palomar Airport Road, Suite 160 · Carlsbad, CA 92011 · (760) 854-4003 · Financial planningCRD 147297 · % of assets, Hourly charges, Fixed fees · $260.1 million AUMSEC registeredNo commissions reportedWealthbuilders, LLC5451 Avenida Encinas, Suite 126b · Carlsbad, CA 92008 · (760) 454-9468 · Financial planningCRD 286348 · % of assets, Hourly charges, Fixed fees · $53.9 million AUMState registeredNo commissions reported