Fee-OnlyFinder

Flat / fixed fees in Diamond Bar, CA

3 advisers in Diamond Bar 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

Llg Wealth Management1370 Valley Vista Dr, Suite 200 · Diamond Bar, CA 91765 · (855) 554-9584 · Financial planningCRD 289348 · Fixed fees · $7.0 million AUMState registeredNo commissions reportedSyndicated Capital, INC.21671 Gateway Center Drive, Suite 111 · Diamond Bar, CA 91765 · (310) 751-7098 · Financial planningCRD 29037 · % of assets, Fixed fees, Other · $142.0 million AUMSEC registeredNo commissions reportedValuetech Private Advisors1370 Valley Vista Dr, Suite 200 · Diamond Bar, CA 91765 · (323) 600-4931 · Financial planningCRD 311165 · % of assets, Hourly charges, Fixed fees · $21.4 million AUMState registeredNo commissions reported