Fee-OnlyFinder

Flat / fixed fees in Granite Bay, CA

4 advisers in Granite Bay 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

Abound Financial4180 Douglas Blvd, Suite 200 · Granite Bay, CA 95746 · (916) 846-7780 · Financial planningCRD 327724 · % of assets, Fixed fees · $428.0 million AUMSEC registeredNo commissions reportedOnesource Wealth Management4080 Cavitt Stallman Road, Suite 200 · Granite Bay, CA 95746 · (916) 967-3500 · Financial planningCRD 319078 · % of assets, Fixed fees · $149.8 million AUMSEC registeredNo commissions reportedParkshore Wealth Management5940 Granite Lake Drive · Granite Bay, CA 95746 · (916) 797-3007 · Financial planningCRD 148052 · % of assets, Hourly charges, Fixed fees · $517.9 million AUMSEC registeredNo commissions reportedSpectrum Wealth Advisory Group, LLC5925 Granite Lake Drive, Suite 130 · Granite Bay, CA 95746 · (916) 772-5970 · Financial planningCRD 298632 · % of assets, Hourly charges, Fixed fees · $445.4 million AUMSEC registeredNo commissions reported