Fee-OnlyFinder

Flat / fixed fees in Long Beach, CA

7 advisers in Long 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

Augustus Wealth, LLC3780 Kilroy Airport Way, Suite 200 · Long Beach, CA 90806 · (562) 270-0045 · Financial planningCRD 317189 · % of assets, Fixed fees, Other · $100.2 million AUMState registeredNo commissions reportedClg LLC4821 E 2nd Street · Long Beach, CA 90803 · (310) 329-5150 · Financial planningCRD 282605 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedCrux Wealth Advisors111 W. Ocean Blvd, 4th Floor · Long Beach, CA 90802 · (562) 735-3875 · Financial planningCRD 330731 · % of assets, Hourly charges, Fixed fees · $547.7 million AUMSEC registeredNo commissions reportedGoldman Lancaster, INC.301 East Ocean Blvd., Suite 1150 · Long Beach, CA 90802 · (562) 432-0234 · Financial planningCRD 136134 · % of assets, Hourly charges, Fixed fees · $360.5 million AUMSEC registeredNo commissions reportedHalbert Hargrove111 West Ocean Boulevard, 23rd Floor · Long Beach, CA 90802 · (562) 435-5657 · Financial planningCRD 105515 · % of assets, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reportedThe Chartist6621 E. Pacific Coast Hwy. #240 · Long Beach, CA 90803 · (562) 596-2385 · Flat / fixed feesCRD 105072 · % of assets, Subscription fees · $169.7 million AUMSEC registeredNo commissions reportedWealthspring5000 Airport Plaza Drive, Suite 245 · Long Beach, CA 90815 · (562) 491-4410 · Financial planningCRD 322756 · % of assets, Hourly charges, Fixed fees · $370.2 million AUMSEC registeredNo commissions reported