Flat / fixed fees in Claremont, CA

4 advisers in Claremont 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

Evermont Wealth419 Yale Avenue · Claremont, CA 91711 · (909) 296-7977 · Financial planningCRD 168581 · % of assets, Hourly charges, Fixed fees · $333.9 million AUMSEC registeredNo commissions reported Financial Designs Corporation540 W. Baseline Rd, #10 · Claremont, CA 91711 · (909) 626-1642 · Financial planningCRD 14829 · % of assets, Hourly charges, Fixed fees · $507.9 million AUMSEC registeredNo commissions reported Gould Asset Management LLC341 West First Street, Suite 200 · Claremont, CA 91711 · (909) 445-1291 · Financial planningCRD 113098 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reported Lifesteps Financial250 West First Street, Suite 248 · Claremont, CA 91711 · (909) 267-3770 · Financial planningCRD 153852 · % of assets, Fixed fees · $442.7 million AUMSEC registeredNo commissions reported