Fee-OnlyFinder

Flat / fixed fees in Menlo Park, CA

5 advisers in Menlo Park 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 5

Clearpath Capital Partners LLC80 Willow Road · Menlo Park, CA 94025 · (415) 682-6900 · Financial planningCRD 111756 · % of assets, Hourly charges, Fixed fees · $161.3 million AUMSEC registeredNo commissions reportedMezzi700 El Camino Real, Suite 120, #1083 · Menlo Park, CA 94025 · (415) 612-2667 · Financial planningCRD 337818 · Fixed feesSEC registeredNo commissions reportedOak Peak Financial750 Menlo Avenue, Suite 250 · Menlo Park, CA 94025 · (650) 434-6600 · Financial planningCRD 226668 · % of assets, Hourly charges, Fixed fees · $21.9 million AUMState registeredNo commissions reportedRoberts Wealth Advisors, LLC611 Santa Cruz Avenue, Suite 203 · Menlo Park, CA 94025 · (650) 240-2410 · Financial planningCRD 308827 · % of assets, Hourly charges, Fixed fees · $446.0 million AUMSEC registeredNo commissions reportedSage Rhino Capital LLC101 Jefferson Drive · Menlo Park, CA 94025 · (650) 352-5600 · Financial planningCRD 290148 · % of assets, Hourly charges, Fixed fees · $883.7 million AUMSEC registeredNo commissions reported