Flat / fixed fees in Corona, CA

3 advisers in Corona 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 3

Aragon Advisors1100 Olympic Dr, Suite 104 · Corona, CA 92881 · (951) 582-2111 · Financial planningCRD 317462 · % of assets, Fixed fees · $110,620 AUMState registeredNo commissions reported Financial Equations Advisors, INC.4160 Temescal Canyon Rd. Suite 401 · Corona, CA 92883 · (909) 997-8140 · Financial planningCRD 305295 · % of assets, Fixed fees · $11.5 million AUMState registeredNo commissions reported Pacific Capital1861 California Avenue, Suite 101 · Corona, CA 92881 · (844) 777-8777 · Financial planningCRD 159294 · % of assets, Fixed fees, Other · $820.6 million AUMSEC registeredNo commissions reported