Fee-OnlyFinder

Flat / fixed fees in El Segundo, CA

11 advisers in El Segundo 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 11

Casita Financial Planning840 Apollo St # 100 · El Segundo, CA 90245 · (310) 564-6461 · Financial planningCRD 334718 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedCore Financial222 N Pacific Coast Highway, Ste 1900 · El Segundo, CA 90245 · (310) 450-6004 · Financial planningCRD 155205 · % of assets, Hourly charges, Fixed fees · $301.7 million AUMSEC registeredNo commissions reportedCurated Wealth Partners, LLC2101 E El Segundo Blvd., Suite 501 · El Segundo, CA 90245 · (310) 356-0830 · Flat / fixed feesCRD 297852 · % of assets, Fixed fees, Performance-based fees · $1.8 billion AUMSEC registeredNo commissions reportedDucenta Squared Asset Management2240 E. Maple Ave · El Segundo, CA 90245 · (213) 687-9170 · Flat / fixed feesCRD 308920 · % of assets, Fixed fees, Performance-based fees · $3.3 billion AUMSEC registeredNo commissions reportedGoldberg Financial Advisors, LLC222 Pacific Coast Highway, 10th Floor · El Segundo, CA 90245 · (310) 995-3396 · Financial planningCRD 158147 · % of assets, Hourly charges, Fixed fees · $120.3 million AUMSEC registeredNo commissions reportedGreenshields Capital LLC840 Apollo St., Suite 314 · El Segundo, CA 90245 · (310) 775-2136 · Financial planningCRD 284814 · % of assets, Fixed fees · $192.5 million AUMSEC registeredNo commissions reportedRegatta Capital Group, LLC880 Apollo St., Suite 129 · El Segundo, CA 90245 · (310) 725-9102 · Financial planningCRD 145363 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedRylander Richter360 N Pacific Coast Highway, Suite 2000 · El Segundo, CA 90245 · (310) 573-4360 · Financial planningCRD 297550 · % of assets, Fixed fees · $101.9 million AUMState registeredNo commissions reportedThe Wealthgarden F.s. LLC1730 E. Holly Ave, Suite 838 · El Segundo, CA 90245 · (310) 571-8489 · Financial planningCRD 311927 · % of assets, Hourly charges, Fixed fees · $227.6 million AUMSEC registeredNo commissions reportedValidus Capital LLC2221 Rosecrans Avenue, Suite 150 · El Segundo, CA 90245 · (424) 499-1360 · Financial planningCRD 319212 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedX and Y Advisors, INC.840 Apollo Street, Suite 100 · El Segundo, CA 90245 · (323) 942-9881 · Financial planningCRD 287715 · Fixed fees · $18.8 million AUMState registeredNo commissions reported