Fee-OnlyFinder

Flat / fixed fees in Los Angeles, CA

61 advisers in Los Angeles 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 61

Ag Asset Advisory, LLC1901 Avenue of the Stars, Suite 200 · Los Angeles, CA 90067 · (310) 907-8656 · Financial planningCRD 154406 · % of assets, Fixed fees, Performance-based fees · $440.5 million AUMSEC registeredNo commissions reportedAllstreet Capital LLC707 Wilshire Blvd, Suite 4000 · Los Angeles, CA 90017 · (213) 443-6791 · Flat / fixed feesCRD 283564 · % of assets, Fixed fees · $218.0 million AUMSEC registeredNo commissions reportedAqua Capital Advisors1901 Avenue of the Stars, Suite 1005 · Los Angeles, CA 90067 · (310) 492-9680 · Financial planningCRD 151887 · % of assets, Hourly charges, Fixed fees · $143.8 million AUMSEC registeredNo commissions reportedAristotle Capital Management, LLC11100 Santa Monica Blvd, Suite 1700 · Los Angeles, CA 90025 · (310) 478-4005 · Flat / fixed feesCRD 109876 · % of assets, Fixed fees, Performance-based fees · $43.5 billion AUMSEC registeredNo commissions reportedAspiriant, LLC11100 Santa Monica Blvd, Suite 500 · Los Angeles, CA 90025 · (310) 806-4000 · Financial planningCRD 146720 · % of assets, Hourly charges, Fixed fees · $18.0 billion AUMSEC registeredNo commissions reportedAtlas Legacy Advisors LLC1999 Avenue of the Stars, Suite 3350 · Los Angeles, CA 90067 · (310) 707-1275 · Financial planningCRD 329888 · % of assets, Hourly charges, Fixed fees · $715.0 million AUMSEC registeredNo commissions reportedAvise Financial7080 Hollywood Blvd., Suite 700 · Los Angeles, CA 90028 · (310) 807-5778 · Financial planningCRD 328790 · % of assets, Hourly charges, Fixed fees · $169.4 million AUMSEC registeredNo commissions reportedBarnes & Company Investment Counsel, LLC1901 Avenue of the Stars, Suite 200 · Los Angeles, CA 90067 · (310) 789-2242 · Financial planningCRD 282136 · % of assets, Hourly charges, Fixed fees · $44.1 million AUMState registeredNo commissions reportedBlacklines Financial515 S Flower St, 18th Floor · Los Angeles, CA 90071 · (213) 789-6950 · Financial planningCRD 323340 · % of assets, Fixed fees · $53.0 million AUMState registeredNo commissions reportedBlue Zone Wealth Advisors, LLC11812 San Vicente Blvd., Ste. 250 · Los Angeles, CA 90049 · (310) 310-2789 · Financial planningCRD 305943 · % of assets, Fixed fees · $770.0 million AUMSEC registeredNo commissions reported
Bmb Advisers LLC11100 Santa Monica Blvd., Suite 750 · Los Angeles, CA 90025 · (310) 734-1234 · Flat / fixed feesCRD 118410 · % of assets, Fixed fees · $655.8 million AUMSEC registeredNo commissions reportedComposition Wealth, LLC11300 West Olympic Blvd, Suite 800 · Los Angeles, CA 90064 · (310) 246-1243 · Financial planningCRD 143483 · % of assets, Fixed fees · $9.5 billion AUMSEC registeredNo commissions reportedConfidence Wealth Management, INC.10940 Wilshire Blvd, Suite 600 · Los Angeles, CA 90024 · (310) 824-1000 · Financial planningCRD 127383 · % of assets, Hourly charges, Fixed fees · $454.1 million AUMSEC registeredNo commissions reportedCouillard Capital LLC515 South Flower St.,, Suite 1800 · Los Angeles, CA 90071 · (916) 751-6010 · Financial planningCRD 333709 · % of assets, Hourly charges, Fixed fees · $500,000 AUMState registeredNo commissions reportedDew Point Capital7080 Hollywood Blvd., 7th Floor · Los Angeles, CA 90028 · (410) 258-2174 · Financial planningCRD 305010 · % of assets, Hourly charges, Fixed fees · $513.2 million AUMSEC registeredNo commissions reportedEfc Wealth Management Firm LLC5901 W Century Blvd, Suite 1516 · Los Angeles, CA 90045 · (310) 645-0001 · Financial planningCRD 312671 · % of assets, Hourly charges, Subscription fees · $57.7 million AUMState registeredNo commissions reportedEldridge Acre Partners, LP1900 Avenue of the Stars, Suite 2400 · Los Angeles, CA 90067 · (213) 814-6533 · Flat / fixed feesCRD 328401 · % of assets, Fixed fees, Performance-based fees · $1.2 billion AUMSEC registeredNo commissions reportedEverett Harris & CO801 South Figueroa Street, Suite 2050 · Los Angeles, CA 90017 · (213) 625-2677 · Flat / fixed feesCRD 106830 · % of assets, Fixed fees · $11.5 billion AUMSEC registeredNo commissions reportedFactory Capital LLC5431 W 104th Street · Los Angeles, CA 90045 · (954) 803-9987 · Financial planningCRD 341250 · % of assets, Hourly charges, Fixed fees · $102.5 million AUMSEC registeredNo commissions reportedFenul Wealth Management LLC10880 Wilshire Blvd, Suite 1101 · Los Angeles, CA 90024 · (888) 336-8586 · Financial planningCRD 311474 · % of assets, Hourly charges, Fixed fees · $898,000 AUMState registeredNo commissions reportedGood Balance Fp LLC500 S Sepulveda Boulevard, Suite 400 · Los Angeles, CA 90049 · (310) 881-6650 · Financial planningCRD 324354 · % of assets, Hourly charges, Fixed fees · $33.9 million AUMState registeredNo commissions reportedHarold Davidson & Associates, INC1801 Century Park East, #2150 · Los Angeles, CA 90067 · (310) 553-5551 · Financial planningCRD 110994 · % of assets, Hourly charges, Fixed fees · $390.5 million AUMSEC registeredNo commissions reportedHcr Wealth Advisors10866 Wilshire Blvd., Suite 1600 · Los Angeles, CA 90024 · (310) 473-5445 · Financial planningCRD 108676 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedIfc Advisors LLC11601 Wilshire Blvd, Suite 1725 · Los Angeles, CA 90025 · (310) 596-1250 · Financial planningCRD 332157 · % of assets, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedJsf Financial, LLC6300 Wilshire Blvd., Suite 2100 · Los Angeles, CA 90048 · (323) 866-0833 · Financial planningCRD 114025 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedKayne Anderson Rudnick Investment Management, LLC2000 Avenue of the Stars, Suite 1110 · Los Angeles, CA 90067 · (310) 556-2721 · Financial planningCRD 104599 · % of assets, Fixed fees, Performance-based fees · $39.4 billion AUMSEC registeredNo commissions reportedKinetic Investment Management, INC.633 W 5th Street, Suite 1050 · Los Angeles, CA 90071 · (800) 711-4818 · Financial planningCRD 283034 · % of assets, Hourly charges, Fixed fees · $450.9 million AUMSEC registeredNo commissions reportedLido1875 Century Park East, Suite 950 · Los Angeles, CA 90067 · (800) 301-5436 · Financial planningCRD 269866 · % of assets, Hourly charges, Fixed fees · $42.5 billion AUMSEC registeredNo commissions reportedMainstream Capital Management3435 Wilshire Blvd, 1100 · Los Angeles, CA 90010 · (213) 365-6773 · Financial planningCRD 297145 · % of assets, Fixed fees · $224.0 million AUMSEC registeredNo commissions reportedManhattan West Asset Management, LLC1999 Avenue of the Stars, Suite 2500 · Los Angeles, CA 90067 · (310) 341-4585 · Financial planningCRD 283630 · % of assets, Fixed fees, Performance-based fees · $1.2 billion AUMSEC registeredNo commissions reportedMason & Associates, INC.7474 North Figueroa Street, Suite 100 · Los Angeles, CA 90041 · (323) 254-3072 · Financial planningCRD 141303 · % of assets, Hourly charges, Fixed fees · $828.7 million AUMSEC registeredNo commissions reportedMcIntosh Capital Advisors, INC.2566 Overland Ave., Suite 695 · Los Angeles, CA 90064 · (310) 470-4056 · Financial planningCRD 131188 · % of assets, Hourly charges, Fixed fees · $56.6 million AUMState registeredNo commissions reportedMetropolitan West Asset Management LLC515 South Flower Street · Los Angeles, CA 90071 · (213) 244-0000 · Flat / fixed feesCRD 104571 · % of assets, Fixed fees, Performance-based fees · $78.5 billion AUMSEC registeredNo commissions reportedNwf Advisory Services INC11835 W Olympic Blvd, Ste 1155 E. · Los Angeles, CA 90064 · (310) 475-5854 · Financial planningCRD 110410 · % of assets, Hourly charges, Fixed fees · $6.4 billion AUMSEC registeredNo commissions reportedOakmont Corporation515 S. Flower Street, Suite 4150 · Los Angeles, CA 90071 · (213) 891-6300 · Financial planningCRD 112337 · % of assets, Fixed fees, Performance-based fees · $2.2 billion AUMSEC registeredNo commissions reportedOlive Street Capital Partners LLC12424 Wilshire Bld, Suite 720 · Los Angeles, CA 90025 · (310) 504-1101 · Flat / fixed feesCRD 300115 · % of assets, Fixed fees, Performance-based fees · $165.3 million AUMSEC registeredNo commissions reportedPathfinder Wealth Advisors, LLC2029 Century Park East, Ste 400n · Los Angeles, CA 90067 · (310) 945-5490 · Financial planningCRD 305910 · % of assets, Hourly charges, Fixed fees · $20.8 million AUMState registeredNo commissions reportedPathway Financial Services, LLC13101 W. Washington Blvd, Suite 241 · Los Angeles, CA 90066 · (310) 432-6067 · Financial planningCRD 170424 · % of assets, Hourly charges, Fixed fees · $59.1 million AUMState registeredNo commissions reportedPayden & Rygel333 S. Grand Avenue, 40th Floor · Los Angeles, CA 90071 · (213) 625-1900 · Flat / fixed feesCRD 107160 · % of assets, Fixed fees, Performance-based fees · $158.2 billion AUMSEC registeredNo commissions reportedPerennial Financial Services11620 Wilshire Boulevard, Suite 400 · Los Angeles, CA 90025 · (310) 445-2504 · Financial planningCRD 286477 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedProsperity Planning and Advisory, LLC21255 Burbank Boulevard, Suite 120 · Los Angeles, CA 91367 · (888) 427-5240 · Financial planningCRD 336302 · Hourly charges, Fixed feesState registeredNo commissions reportedR.h. Dinel Investment Counsel,inc.11661 San Vicente Blvd Ste 400 · Los Angeles, CA 90049 · (310) 571-7171 · Hourly feesCRD 106688 · % of assets, Hourly charges, Fixed fees · $153.5 million AUMSEC registeredNo commissions reportedRemy Investors & Consultants, LLC1801 Century Park East, Suite 1111 · Los Angeles, CA 90067 · (310) 843-0050 · Flat / fixed feesCRD 326958 · % of assets, Fixed fees, Performance-based fees · $887.6 million AUMSEC registeredNo commissions reportedRetirement Solutions LLC12100 Wilshire Boulevard, Suite 800 · Los Angeles, CA 90025 · (310) 526-3210 · Financial planningCRD 287820 · % of assets, Hourly charges, Fixed fees · $27.6 million AUMState registeredNo commissions reportedSeia2121 Avenue of the Stars, Suite 1600 · Los Angeles, CA 90067 · (310) 712-2323 · Financial planningCRD 108163 · % of assets, Hourly charges, Fixed fees · $22.5 billion AUMSEC registeredNo commissions reportedSeneca Private Wealth, LLC1999 Avenue of the Stars, Suite 3350 · Los Angeles, CA 90067 · (310) 984-1347 · Financial planningCRD 334161 · % of assets, Hourly charges, Fixed fees · $29.9 million AUMSEC registeredNo commissions reportedSfe Investment Counsel INC.801 S. Figueroa Street, Suite 610 · Los Angeles, CA 90017 · (213) 612-0220 · Flat / fixed feesCRD 145530 · % of assets, Fixed fees · $748.4 million AUMSEC registeredNo commissions reportedShifting the Culture Wealth Partners LLC3680 Wilshire Blvd, Suite P04-1181 · Los Angeles, CA 90010 · (323) 405-3855 · Financial planningCRD 309408 · % of assets, Fixed fees · $2.0 million AUMState registeredNo commissions reportedShrier Wealth Management, LLC1925 Century Park East, Suite 2020 · Los Angeles, CA 90067 · (310) 201-0200 · Financial planningCRD 332673 · % of assets, Hourly charges, Fixed fees · $390.6 million AUMSEC registeredNo commissions reportedSilver Oak Wealth Advisors Services, LLC10940 Wilshire Blvd, Suite 975 · Los Angeles, CA 90024 · (310) 207-4800 · Financial planningCRD 291645 · % of assets, Hourly charges, Fixed fees · $300.0 million AUMSEC registeredNo commissions reportedSolomon Investment Consulting, INC.691 Irolo Street, #504 · Los Angeles, CA 90005 · (213) 365-6780 · Financial planningCRD 281606 · % of assets, Hourly charges, Fixed fees · $27.8 million AUMState registeredNo commissions reportedSteelpeak Wealth, LLC1880 Century Park East, Suite 1017 · Los Angeles, CA 90067 · (818) 835-8720 · Financial planningCRD 165168 · % of assets, Fixed fees, Performance-based fees · $4.1 billion AUMSEC registeredNo commissions reportedSteven Robert Jakowchik522 S. Sepulveda Blvd., #207 · Los Angeles, CA 90049 · (310) 476-5142 · Flat / fixed feesCRD 136550 · % of assets, Fixed fees · $29.3 million AUMState registeredNo commissions reportedStonebridge Capital Management INC1801 Century Park East, Suite 1800 · Los Angeles, CA 90067 · (310) 277-1450 · Flat / fixed feesCRD 106073 · % of assets, Fixed fees · $268.7 million AUMSEC registeredNo commissions reportedSustainable Wealth Advisory Group3415 S Sepulveda Blvd., Ste 1100 · Los Angeles, CA 90034 · (855) 275-7924 · Financial planningCRD 336574 · % of assets, Hourly charges, Fixed fees · $4.0 million AUMState registeredNo commissions reportedTcw Asset Management Company LLC515 South Flower Street · Los Angeles, CA 90071 · (213) 244-0000 · Flat / fixed feesCRD 105742 · % of assets, Fixed fees, Performance-based fees · $81.2 billion AUMSEC registeredNo commissions reportedThe Wealth Collective, LLC360 E 2nd Street, 8th Floor · Los Angeles, CA 90012 · (310) 906-0313 · Financial planningCRD 310389 · % of assets, Hourly charges, Fixed fees · $42.5 million AUMState registeredNo commissions reportedTolton Asset Management, LLC8939 S Sepulveda Blvd, Ste 440 · Los Angeles, CA 90045 · (310) 568-8749 · Hourly feesCRD 310631 · % of assets, Hourly charges, Fixed fees · $36.1 million AUMState registeredNo commissions reportedWave Digital Assets LLC12400 Wilshire Boulevard · Los Angeles, CA 90025 · (213) 533-9899 · Flat / fixed feesCRD 305726 · % of assets, Fixed fees, Performance-based fees · $91.9 million AUMSEC registeredNo commissions reportedWestpark Capital, INC.1800 Century Park East, Suite 220 · Los Angeles, CA 90067 · (310) 843-9300 · Financial planningCRD 39914 · % of assets, Fixed fees · $53.1 million AUMSEC registeredNo commissions reportedWestside Financial Advisors LLC814 South Westgate Ave, Suite 270 · Los Angeles, CA 90049 · (310) 777-1120 · Financial planningCRD 308953 · % of assets, Hourly charges, Fixed fees · $6.2 million AUMState registeredNo commissions reported