Flat / fixed fees in Larkspur, CA

3 advisers in Larkspur 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

Broadwing Capital Advisors, INC.101 Larkspur Landing Circle, Suite 221 · Larkspur, CA 94939 · (415) 381-7555 · Financial planningCRD 127513 · % of assets, Fixed fees · $148.0 million AUMSEC registeredNo commissions reported Raub Brock Capital Management, LP700 Larkspur Landing Circle, Suite 240 · Larkspur, CA 94939 · (415) 927-6990 · Financial planningCRD 153994 · % of assets, Hourly charges, Fixed fees · $2.9 billion AUMSEC registeredNo commissions reported Shepherd Street Advisors900 Larkspur Landing Circle, Suite 205 · Larkspur, CA 94939 · (415) 780-8758 · Financial planningCRD 306021 · % of assets, Fixed fees · $126.2 million AUMSEC registeredNo commissions reported