Fee-OnlyFinder

Flat / fixed fees in Mill Valley, CA

7 advisers in Mill Valley 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

Aspirean Wealth, LLC6 Knoll Lane, Suite B · Mill Valley, CA 94941 · (844) 687-5342 · Financial planningCRD 173138 · % of assets, Hourly charges, Fixed fees · $233.2 million AUMSEC registeredNo commissions reportedAssembly Wealth319 Miller Avenue · Mill Valley, CA 94941 · (415) 541-7774 · Financial planningCRD 108834 · % of assets, Hourly charges, Fixed fees · $336.7 million AUMSEC registeredNo commissions reportedAustin Creek Capital, LLC131 Camino Alto, Suite D2 · Mill Valley, CA 94941 · (415) 322-9314 · Financial planningCRD 313554 · % of assets, Fixed fees · $7.5 million AUMState registeredNo commissions reportedBoldin Advisors1 Belvedere Place, Suite 200 · Mill Valley, CA 94941 · (415) 462-5665 · Financial planningCRD 294881 · Hourly charges, Fixed feesSEC registeredNo commissions reportedMiller Avenue Advisors LLC129 Miller Avenue, Suite 622 · Mill Valley, CA 94941 · (415) 888-8472 · Financial planningCRD 313523 · % of assets, Fixed fees · $281.2 million AUMSEC registeredNo commissions reportedPrivate Wealth Partners, LLC591 Redwood Highway, Suite 3210 · Mill Valley, CA 94941 · (415) 461-3850 · Financial planningCRD 133802 · % of assets, Hourly charges, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedUrban Investment Advisors1 Belvedere Place, Suite 200 · Mill Valley, CA 94941 · (415) 461-8600 · Flat / fixed feesCRD 222524 · % of assets, Fixed fees, Performance-based fees · $2.5 billion AUMSEC registeredNo commissions reported