Fee-OnlyFinder

Flat / fixed fees in Fresno, CA

8 advisers in Fresno 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 8

Coffeehouse Capital8050 N. Palm Avenue, Suite 300 · Fresno, CA 93711 · (559) 500-2277 · Financial planningCRD 317317 · % of assets, Hourly charges, Fixed fees · $10.7 million AUMState registeredNo commissions reportedJsw Global Capital Group1318 E. Shaw Ave. #305 · Fresno, CA 93710 · (559) 225-1306 · Financial planningCRD 136295 · % of assets, Hourly charges, Fixed fees · $1.9 million AUMState registeredNo commissions reportedPlan Financial9 E River Park Pl E, Suite 440 · Fresno, CA 93720 · (559) 433-1110 · Financial planningCRD 44960 · % of assets, Hourly charges, Fixed fees · $195.4 million AUMSEC registeredNo commissions reportedPortfolio Advisors, INC.7571 N. Remington Ave., Ste. 105 · Fresno, CA 93711 · (559) 432-8400 · Financial planningCRD 106111 · % of assets, Hourly charges, Fixed fees · $261.2 million AUMSEC registeredNo commissions reportedPrivate Wealth Advisors1111 E Herndon Ave, Suite 109 · Fresno, CA 93720 · (559) 451-3463 · Financial planningCRD 141971 · % of assets, Hourly charges, Fixed fees · $451.2 million AUMSEC registeredNo commissions reportedRr Financial Management LLC4670 N El Capitan Ave, Suite 203 · Fresno, CA 93722 · (559) 916-7424 · Financial planningCRD 310395 · % of assets, Hourly charges, Fixed fees · $1.5 million AUMState registeredNo commissions reportedTri-Quest Investment Advisors7946 N. Maple Ave #113 · Fresno, CA 93720 · (559) 323-8300 · Financial planningCRD 135364 · % of assets, Hourly charges, Fixed fees · $22.1 million AUMState registeredNo commissions reportedWhelan Financial7700 North Palm Ave. #201 · Fresno, CA 93711 · (559) 228-8002 · Financial planningCRD 107227 · % of assets, Fixed fees · $781.8 million AUMSEC registeredNo commissions reported