Flat / fixed fees in Encinitas, CA

4 advisers in Encinitas 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 4

Cooper Capital Group280 N Coast Highway 101 · Encinitas, CA 92024 · (760) 452-6114 · Financial planningCRD 305121 · % of assets, Hourly charges, Fixed fees · $282.9 million AUMSEC registeredNo commissions reported Salient Wealth Planning171 Saxony Road, Suite 211 · Encinitas, CA 92024 · (858) 768-0096 · Financial planningCRD 327885 · % of assets, Fixed fees · $239.4 million AUMSEC registeredNo commissions reported Stone Steps Financial, LLC533 Second Street, Suite 207 · Encinitas, CA 92024 · (760) 456-7147 · Financial planningCRD 175289 · % of assets, Hourly charges, Fixed fees · $146.6 million AUMSEC registeredNo commissions reported Stout Capital Management LLC721 N Vulcan Ave. Ste 206 · Encinitas, CA 92024 · (760) 230-8746 · Financial planningCRD 342154 · % of assets, Hourly charges, Fixed fees · $76.7 million AUMState registeredNo commissions reported