Fee-OnlyFinder

Flat / fixed fees in Laguna Hills, CA

8 advisers in Laguna Hills 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

Advisors on Call23276 South Pointe Drive, Suite 209 · Laguna Hills, CA 92653 · (562) 287-2665 · Financial planningCRD 315319 · % of assets, Hourly charges, Fixed fees · $47.6 million AUMState registeredNo commissions reportedAlign Wealth Advisors24031 El Toro Road, Suite 210 · Laguna Hills, CA 92653 · (949) 715-8585 · Financial planningCRD 158631 · % of assets, Hourly charges, Fixed fees · $101.0 million AUMState registeredNo commissions reportedAvalon Financial Advisors23272 Mill Creek Dr, Ste 205 · Laguna Hills, CA 92653 · (949) 305-5565 · Financial planningCRD 147097 · Hourly charges, Fixed fees · $4.1 million AUMState registeredNo commissions reportedEmbarcadero Capital Advisors, INC.23151 Verdugo Drive, Suite 106 · Laguna Hills, CA 92653 · (949) 371-9796 · Financial planningCRD 329285 · % of assets, Hourly charges, Fixed fees · $60.0 million AUMState registeredNo commissions reportedFusion Financial23276 S. Pointe Dr. Suite 111 · Laguna Hills, CA 92653 · (949) 457-2500 · Financial planningCRD 166026 · % of assets, Hourly charges, Fixed fees · $2.9 million AUMState registeredNo commissions reportedLaguna Financial Advisory23101 Moulton Parkway, Suite 108 · Laguna Hills, CA 92653 · (949) 855-8889 · Financial planningCRD 149757 · % of assets, Hourly charges, Fixed fees · $93.5 million AUMState registeredNo commissions reportedThe Financial Coaching Group, INC.23332 Mill Creek Drive, Suite 105 · Laguna Hills, CA 92653 · (949) 600-6060 · Financial planningCRD 150371 · % of assets, Hourly charges, Fixed fees · $28.0 million AUMState registeredNo commissions reportedTowneley Capital Management, INC.23197 La Cadena Drive, Suite 103 · Laguna Hills, CA 92653 · (949) 837-3580 · Financial planningCRD 169863 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reported