Fee-OnlyFinder

Flat / fixed fees in Carmel, CA

5 advisers in Carmel 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 5

Cypress Path Capital, LLC200 Clocktower Place, Suite E-208 · Carmel, CA 93923 · (831) 625-1530 · Financial planningCRD 133975 · % of assets, Hourly charges, Fixed fees · $81.6 million AUMState registeredNo commissions reportedKilzer Wealth Management26465 Carmel Rancho Bl # 4 · Carmel, CA 93923 · (831) 624-7783 · Financial planningCRD 134100 · % of assets, Hourly charges, Fixed fees · $15.4 million AUMState registeredNo commissions reportedLawrence J. Chazen, INC.6 Th and Mission Street, Second Floor · Carmel, CA 93921 · (831) 601-9701 · Flat / fixed feesCRD 119350 · Fixed fees · $35.0 million AUMState registeredNo commissions reportedSynergist Wealth Advisors3855 Via Nona Marie · Carmel, CA 93923 · (831) 626-1442 · Financial planningCRD 127126 · % of assets, Hourly charges, Fixed fees · $37.2 million AUMState registeredNo commissions reportedTopturn Capital, LLC200 Clock Tower Place, Suite B208 · Carmel, CA 93923 · (831) 324-0481 · Financial planningCRD 151464 · % of assets, Fixed fees · $187.4 million AUMSEC registeredNo commissions reported