Fee-OnlyFinder

Flat / fixed fees in Encino, CA

5 advisers in Encino 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

Goodstein Wealth Management LLC15760 Ventura Blvd., Suite 1520 · Encino, CA 91436 · (818) 995-3500 · Financial planningCRD 282910 · % of assets, Hourly charges, Fixed fees · $114.2 million AUMSEC registeredNo commissions reportedHeyman Wealth Management, LLC16133 Ventura Blvd., Suite #640 · Encino, CA 91436 · (310) 773-9496 · Financial planningCRD 154971 · % of assets, Hourly charges, Fixed fees · $115.4 million AUMState registeredNo commissions reportedNavalign, LLC15910 Ventura Blvd, Suite 1605 · Encino, CA 91436 · (818) 728-4500 · Financial planningCRD 119919 · % of assets, Hourly charges, Fixed fees · $731.9 million AUMSEC registeredNo commissions reportedS&f Investment Advisors16633 Ventura Blvd., 540 · Encino, CA 91436 · (310) 481-9320 · Flat / fixed feesCRD 129367 · % of assets, Fixed fees, Performance-based fees · $106.4 million AUMSEC registeredNo commissions reportedWealth Management Partners of Los Angeles15760 Ventura Boulevard, Suite 700 · Encino, CA 91436 · (844) 242-0073 · Financial planningCRD 306780 · % of assets, Hourly charges, Fixed fees · $25.1 million AUMState registeredNo commissions reported