Fee-OnlyFinder

Flat / fixed fees in Los Altos, CA

7 advisers in Los Altos 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

Diversifi Capital INC4546 El Camino Real B10, #1013 · Los Altos, CA 94022 · (650) 632-5667 · Financial planningCRD 242788 · % of assets, Hourly charges, Fixed fees · $671.4 million AUMSEC registeredNo commissions reportedGates Pass Advisors, LLC280 2nd Street, Suite 280 · Los Altos, CA 94022 · (650) 797-0280 · Financial planningCRD 269983 · % of assets, Fixed fees · $207.6 million AUMSEC registeredNo commissions reportedJohnson Lyman Wealth Advisors4966 El Camino Real, Suite 109 · Los Altos, CA 94022 · (650) 494-2733 · Financial planningCRD 150150 · % of assets, Fixed fees · $202.1 million AUMSEC registeredNo commissions reportedKuleana Wealth Advisors164 Main Street, Suite 210 · Los Altos, CA 94022 · (650) 917-9333 · Financial planningCRD 154028 · % of assets, Hourly charges, Fixed fees · $95.6 million AUMState registeredNo commissions reportedPwjohnson Wealth & Legacy, LLC2051 Grant Road, Suite 240 · Los Altos, CA 94024 · (408) 747-1222 · Financial planningCRD 133538 · % of assets, Hourly charges, Fixed fees · $62.5 million AUMState registeredNo commissions reportedThree Bridge Wealth Advisors240 Third Street, Suite 110 · Los Altos, CA 94022 · (650) 433-3500 · Financial planningCRD 150460 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedTotal Wealth Solutions146 Main Street, Suite 201 · Los Altos, CA 94022 · (510) 252-0135 · Financial planningCRD 327794 · % of assets, Fixed fees · $148.0 million AUMSEC registeredNo commissions reported