Flat / fixed fees in Escondido, CA

4 advisers in Escondido 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

Harvestwise Wealth Planning500 La Terraza Blvd., Suite 150 · Escondido, CA 92025 · (858) 310-1920 · Financial planningCRD 333146 · % of assets, Hourly charges, Fixed fees · $42.3 million AUMState registeredNo commissions reported Red Seven960 Canterbury Place Suite 380 · Escondido, CA 92025 · (760) 705-3520 · Financial planningCRD 168542 · % of assets, Fixed fees · $104.4 million AUMSEC registeredNo commissions reported Tri-Ad Capital Management I, LLC221 W. Crest St., Ste. 300 · Escondido, CA 92025 · (760) 743-7555 · Flat / fixed feesCRD 324364 · % of assets, Fixed fees · $619.0 million AUMSEC registeredNo commissions reported Vector Financial Solutions, INC.139 East 3rd Ave · Escondido, CA 92025 · (760) 741-3159 · Financial planningCRD 291895 · % of assets, Hourly charges, Fixed fees · $65.7 million AUMState registeredNo commissions reported