Fee-OnlyFinder

Flat / fixed fees in Los Gatos, CA

8 advisers in Los Gatos 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

Asl Financial, LLC987 University Avenue, Suite 8 · Los Gatos, CA 95032 · (408) 283-7256 · Financial planningCRD 115479 · % of assets, Hourly charges, Fixed fees · $186.7 million AUMSEC registeredNo commissions reportedComprehensive Financial Management LLC720 University Avenue, Suite 110 · Los Gatos, CA 95032 · (408) 358-3316 · Financial planningCRD 159641 · Hourly charges, Fixed fees, Performance-based fees · $18.5 billion AUMSEC registeredNo commissions reportedCultivate Financial Group LLC16185 Los Gatos Boulevard, Suite 205 · Los Gatos, CA 95032 · (650) 451-3008 · Financial planningCRD 288980 · % of assets, Fixed fees · $61.7 million AUMState registeredNo commissions reportedFuture Wealth LLC235 Oak Meadow Drive · Los Gatos, CA 95032 · (408) 839-4430 · Financial planningCRD 283911 · % of assets, Fixed fees · $75.6 million AUMState registeredNo commissions reportedLibra Wealth LLC16185 Los Gatos Blvd, Suite 205 · Los Gatos, CA 95032 · (408) 721-1633 · Financial planningCRD 288098 · Hourly charges, Fixed fees · $639.8 million AUMSEC registeredNo commissions reportedOlma Advisors16185 Los Gatos Blvd, Suite 205 · Los Gatos, CA 95032 · (650) 353-7737 · Financial planningCRD 306220 · % of assets, Hourly charges, Fixed fees · $4.4 million AUMState registeredNo commissions reportedOrchard City Wealth Management, LLC987 University Avenue, Suite 8 · Los Gatos, CA 95032 · (669) 237-3006 · Financial planningCRD 292274 · % of assets, Hourly charges, Fixed fees · $116.1 million AUMSEC registeredNo commissions reportedScharf Investments, LLC16450 Los Gatos Boulevard, Suite 207 · Los Gatos, CA 95032 · (831) 429-6513 · Financial planningCRD 105508 · % of assets, Fixed fees, Performance-based fees · $4.2 billion AUMSEC registeredNo commissions reported