Fee-OnlyFinder

Flat / fixed fees in Del Mar, CA

5 advisers in Del Mar 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 5

Del Mar Wealth Management INC1110 Camino Del Mar, Suite B · Del Mar, CA 92014 · (858) 480-3818 · Financial planningCRD 175022 · % of assets, Hourly charges, Fixed fees · $169.9 million AUMSEC registeredNo commissions reportedFlightpath Financial Planning445 Marine View Avenue, Suite 305 · Del Mar, CA 92014 · (858) 386-0917 · Financial planningCRD 318701 · % of assets, Hourly charges, Fixed fees · $11.1 million AUMState registeredNo commissions reportedLanyon Advisory Services3790 Via De La Valle, Suite 306e · Del Mar, CA 92014 · (760) 492-2052 · Financial planningCRD 282424 · % of assets, Hourly charges, Fixed fees · $109.0 million AUMState registeredNo commissions reportedTorrey Growth & Income Advisors, LLC1233 Camino Del Mar · Del Mar, CA 92014 · (760) 274-2744 · Financial planningCRD 139940 · % of assets, Hourly charges, Fixed fees · $328.4 million AUMSEC registeredNo commissions reportedWeatherly Asset Management832 Camino Del Mar, Suite 4 · Del Mar, CA 92014 · (858) 259-4507 · Financial planningCRD 106935 · % of assets, Fixed fees, Other · $1.7 billion AUMSEC registeredNo commissions reported