Flat / fixed fees in Laguna Beach, CA

3 advisers in Laguna 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 3

Crane Investments INC301 Forest Avenue · Laguna Beach, CA 92651 · (949) 499-2020 · Financial planningCRD 172755 · % of assets, Hourly charges, Fixed fees · $9.2 million AUMState registeredNo commissions reported Sagent Wealth Management1489 Glenneyre Street · Laguna Beach, CA 92651 · (949) 756-2226 · Financial planningCRD 147890 · % of assets, Hourly charges, Fixed fees · $100.4 million AUMSEC registeredNo commissions reported Thomas Seaman Company465 Forest Avenue, Suite G · Laguna Beach, CA 92651 · (949) 265-8403 · Flat / fixed feesCRD 135245 · % of assets, Fixed fees · $66.7 million AUMState registeredNo commissions reported