Fee-OnlyFinder

Flat / fixed fees in Concord, CA

4 advisers in Concord 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

Api Capital, LLC1001 Galaxy Way, Suite 205 · Concord, CA 94520 · (925) 827-2222 · Financial planningCRD 334427 · % of assets, Hourly charges, Fixed fees · $4.0 million AUMState registeredNo commissions reportedArchvest Wealth Advisors, INC.1390 Willow Pass Rd., #930 · Concord, CA 94520 · (925) 215-5600 · Financial planningCRD 172087 · % of assets, Hourly charges, Fixed fees · $387.0 million AUMSEC registeredNo commissions reportedAssetmark, INC.1655 Grant Street, 10th Floor · Concord, CA 94520 · (800) 664-5345 · Flat / fixed feesCRD 109018 · % of assets, Fixed fees · $91.8 billion AUMSEC registeredNo commissions reportedInsight Capital Management1390 Willow Pass Road, Suite 960 · Concord, CA 94520 · (925) 362-9571 · Financial planningCRD 314558 · % of assets, Fixed fees · $330.5 million AUMSEC registeredNo commissions reported