Fee-OnlyFinder

Flat / fixed fees in El Dorado Hills, CA

6 advisers in El Dorado Hills 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 6

Continuum Financial Partners, LLC5000 Windplay Drive, Unit 2 · El Dorado Hills, CA 95762 · (916) 934-0439 · Financial planningCRD 165694 · % of assets, Hourly charges, Fixed fees · $24.4 million AUMState registeredNo commissions reportedLarsen Wealth Management5180 Golden Foothill Pkwy, Ste 220 · El Dorado Hills, CA 95762 · (916) 939-6860 · Financial planningCRD 146620 · % of assets, Fixed fees · $172.2 million AUMSEC registeredNo commissions reportedMw Investment Strategy4370 Town Center Blvd., Suite 220 · El Dorado Hills, CA 95762 · (916) 608-4284 · Financial planningCRD 118433 · % of assets, Hourly charges, Fixed fees · $42.8 million AUMSEC registeredNo commissions reportedRossi Financial Group1212 Suncast Lane #1 · El Dorado Hills, CA 95762 · (916) 730-6366 · Financial planningCRD 164096 · % of assets, Fixed fees · $41.6 million AUMState registeredNo commissions reportedThrive Financial Planning5170 Golden Foothill Parkway, Suite 201 · El Dorado Hills, CA 95762 · (916) 235-8240 · Financial planningCRD 172558 · % of assets, Hourly charges, Fixed fees · $44.3 million AUMState registeredNo commissions reportedVan Hulzen Financial Advisors4370 Town Center Blvd., Suite 220 · El Dorado Hills, CA 95762 · (916) 608-4284 · Financial planningCRD 116632 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reported