Fee-OnlyFinder

Flat / fixed fees in Lafayette, CA

9 advisers in Lafayette 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 9

Asage Financial LLC954 Risa Road, Suite B · Lafayette, CA 94549 · (925) 984-9100 · Financial planningCRD 140805 · % of assets, Hourly charges, Fixed fees · $28.3 million AUMState registeredNo commissions reportedEmpowering Financial3515 Mt. Diablo Blvd, Unit 131 · Lafayette, CA 94549 · (510) 962-9575 · Financial planningCRD 289866 · % of assets, Fixed fees · $1.3 million AUMState registeredNo commissions reportedGarner Financial Management3620 Happy Valley Road, Suite 203 · Lafayette, CA 94549 · (925) 282-5500 · Financial planningCRD 131628 · % of assets, Hourly charges, Fixed fees · $152.6 million AUMSEC registeredNo commissions reportedHyphen Wealth Management3569 Mt. Diablo Blvd., Ste 220 · Lafayette, CA 94549 · (408) 314-7895 · Financial planningCRD 338134 · % of assets, Fixed fees · $125.6 million AUMSEC registeredNo commissions reportedLewis Asset Management985 Moraga Rd., Suite 207 · Lafayette, CA 94549 · (925) 284-4033 · Financial planningCRD 143409 · % of assets, Fixed fees · $387.1 million AUMSEC registeredNo commissions reportedLloyd Tevis Investments, LLC3658 Mt Diablo Blvd, Suite 201 · Lafayette, CA 94549 · (415) 237-1895 · Financial planningCRD 323061 · % of assets, Hourly charges, Fixed fees · $435,000 AUMSEC registeredNo commissions reportedMosher Financial Advisors LLC3658 Mt. Diablo Blvd, Ste. 210 · Lafayette, CA 94549 · (925) 284-9470 · Financial planningCRD 291088 · Hourly charges, Fixed feesState registeredNo commissions reportedThe Foundation Investment Group3466 Mt. Diablo Blvd., Suite C-201 · Lafayette, CA 94549 · (925) 298-5840 · Flat / fixed feesCRD 318369 · % of assets, Fixed fees · $286.5 million AUMSEC registeredNo commissions reportedWallace Advisory Group, LLC3658 Mount Diablo Boulevard, Suite 225 · Lafayette, CA 94549 · (925) 284-6880 · Financial planningCRD 281049 · % of assets, Fixed fees · $269.5 million AUMSEC registeredNo commissions reported