Fee-OnlyFinder

Flat / fixed fees in Chico, CA

4 advisers in Chico 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

Altum Wealth Advisors1074 E. Ave. Suite T1 · Chico, CA 95926 · (530) 924-0110 · Financial planningCRD 301214 · % of assets, Fixed fees · $135.0 million AUMSEC registeredNo commissions reportedMurray Financial Services, INC140 Yellowstone Drive, Suite 100 · Chico, CA 95973 · (530) 896-5484 · Financial planningCRD 176528 · % of assets, Hourly charges, Fixed fees · $134.0 million AUMSEC registeredNo commissions reportedSweeney & Michel, LLC196 Cohasset Road, Suite 100 · Chico, CA 95926 · (530) 487-1777 · Financial planningCRD 282595 · % of assets, Hourly charges, Fixed fees · $752.6 million AUMSEC registeredNo commissions reportedWaller Financial Coaching55 Independence Circle, Suite 108 · Chico, CA 95973 · (530) 206-7994 · Financial planningCRD 172701 · % of assets, Fixed fees · $90.9 million AUMState registeredNo commissions reported