Flat / fixed fees in Cupertino, CA

3 advisers in Cupertino 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

Chinese Abraham Investment Advisors LLC20111 Stevens Creek Blvd, Suite 200 · Cupertino, CA 95014 · (408) 725-2975 · Financial planningCRD 132170 · % of assets, Hourly charges, Fixed fees · $36.0 million AUMState registeredNo commissions reported Everest Private Wealth10080 N. Wolfe Road, Suite Sw3-200 · Cupertino, CA 95014 · (408) 502-6015 · Financial planningCRD 142945 · % of assets, Hourly charges, Fixed fees · $410.8 million AUMSEC registeredNo commissions reported Infinity 8 Investments, LLC10080 N Wolfe Road, Suite Sw3-200 · Cupertino, CA 95014 · (408) 501-8848 · Financial planningCRD 152180 · % of assets, Fixed fees · $123.9 million AUMSEC registeredNo commissions reported