Fee-OnlyFinder

Flat / fixed fees in Huntington Beach, CA

7 advisers in Huntington Beach 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 7

Capital Resources and Insurance, INC5932 Bolsa Avenue, Suite 107 · Huntington Beach, CA 92649 · (714) 903-2400 · Financial planningCRD 301878 · % of assets, Hourly charges, Fixed fees · $54.8 million AUMState registeredNo commissions reportedGregory Advisors INC.7755 Center Avenue, No. 1100 · Huntington Beach, CA 92647 · (714) 372-2299 · Financial planningCRD 112537 · % of assets, Hourly charges, Fixed fees · $1.4 million AUMState registeredNo commissions reportedGreystone Wealth Management LLC17011 Beach Blvd, Suite 900 · Huntington Beach, CA 92647 · (714) 398-8899 · Financial planningCRD 340127 · % of assets, Fixed fees · $7.2 million AUMState registeredNo commissions reportedSpahr Financial Group, LLC18682 Beach Blvd., Suite 235 · Huntington Beach, CA 92648 · (714) 963-5000 · Financial planningCRD 123900 · % of assets, Hourly charges, Fixed fees · $27.3 million AUMState registeredNo commissions reportedStewardship Wealth Management Solutions101 Main Street, #230 · Huntington Beach, CA 92648 · (714) 455-2955 · Financial planningCRD 322851 · % of assets, Hourly charges, Fixed fees · $153.1 million AUMSEC registeredNo commissions reportedStock Traders16152 Beach Blvd., Suite 271 · Huntington Beach, CA 92647 · (714) 375-1788 · Hourly feesCRD 37711 · % of assets, Hourly charges, Fixed fees · $49.2 million AUMState registeredNo commissions reportedWeaver Consulting Group, LLC101 Main Street, Suite 220 · Huntington Beach, CA 92648 · (714) 536-4065 · Financial planningCRD 287895 · % of assets, Fixed fees, Other · $1.0 billion AUMSEC registeredNo commissions reported