Fee-OnlyFinder

Flat / fixed fees in Manhattan Beach, CA

9 advisers in Manhattan 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 9

Excelsus Capital Management111 N. Sepulveda Blvd., Suite 250 · Manhattan Beach, CA 90266 · (310) 376-1367 · Financial planningCRD 130886 · % of assets, Hourly charges, Fixed fees · $52.3 million AUMState registeredNo commissions reportedFamily Financial1601 N. Sepulveda Blvd, 722 · Manhattan Beach, CA 90266 · (310) 598-8481 · Financial planningCRD 316723 · % of assets, Fixed fees · $280.3 million AUMSEC registeredNo commissions reportedHarris & Associates505 N. Sepulveda Blvd., Suite 5 · Manhattan Beach, CA 90266 · (310) 318-3700 · Financial planningCRD 134066 · % of assets, Hourly charges, Fixed fees · $38.1 million AUMState registeredNo commissions reportedJeppson Wealth Management, LLC1230 Rosecrans Avenue, Suite 300 · Manhattan Beach, CA 90266 · (424) 456-3111 · Financial planningCRD 305552 · % of assets, Fixed fees · $763.2 million AUMSEC registeredNo commissions reportedMadrid Retirement Advisors111 N. Sepulveda Blvd., Suite 250 · Manhattan Beach, CA 90266 · (714) 465-2537 · Financial planningCRD 172464 · % of assets, Hourly charges, Fixed fees · $184.2 million AUMSEC registeredNo commissions reportedMonograph Wealth Advisors, LLC1230 Rosecrans Avenue, Suite 425 · Manhattan Beach, CA 90266 · (310) 496-7377 · Financial planningCRD 173949 · % of assets, Hourly charges, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reportedSecond 50 Financial111 N. Sepulveda Blvd, Suite 350 · Manhattan Beach, CA 90266 · (424) 260-1551 · Financial planningCRD 318626 · % of assets, Fixed fees · $341.6 million AUMSEC registeredNo commissions reportedVita Wealth Advisors, LLC24 Westport, FL 2 · Manhattan Beach, CA 90266 · (310) 921-8736 · Financial planningCRD 331838 · % of assets, Hourly charges, Fixed fees · $54.5 million AUMState registeredNo commissions reportedWomack Wealth Management, INC.904 Manhattan Ave, Suite 9 · Manhattan Beach, CA 90266 · (310) 684-3868 · Financial planningCRD 146126 · % of assets, Hourly charges, Fixed fees · $406.9 million AUMSEC registeredNo commissions reported