Fee-OnlyFinder

Flat / fixed fees in Mission Viejo, CA

9 advisers in Mission Viejo 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

Bright Wealth Advisors, LLC27201 Puerta Real Suite 300 · Mission Viejo, CA 92691 · (949) 272-8654 · Financial planningCRD 299434 · % of assets, Hourly charges, Fixed fees · $21.9 million AUMState registeredNo commissions reportedDi Bello Financial27201 Puerta Real, Suite 300 · Mission Viejo, CA 92691 · (949) 716-7050 · Financial planningCRD 159799 · % of assets, Hourly charges, Fixed fees · $66.9 million AUMState registeredNo commissions reportedDownie Financial Group26050 Acero · Mission Viejo, CA 92691 · (714) 909-1215 · Financial planningCRD 289066 · % of assets, Hourly charges, Fixed fees · $35.7 million AUMState registeredNo commissions reportedFinancial Management Network INC26041 Acero · Mission Viejo, CA 92691 · (949) 455-0300 · Financial planningCRD 110454 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reportedKohr Investments26522 La Alameda #210 · Mission Viejo, CA 92691 · (949) 545-0229 · Financial planningCRD 305796 · % of assets, Hourly charges, Fixed fees · $23.9 million AUMState registeredNo commissions reportedPortsalus Wealth Management27201 Puerta Real, Suite 300 · Mission Viejo, CA 92691 · (949) 226-8342 · Financial planningCRD 327857 · % of assets, Fixed fees · $58.5 million AUMState registeredNo commissions reportedRedefine Financial27201 Puerta Real, Suite 300 · Mission Viejo, CA 92691 · (949) 354-5543 · Financial planningCRD 297277 · % of assets, Hourly charges, Fixed fees · $37.8 million AUMState registeredNo commissions reportedWalker Financial Advisors INC27201 Puerta Real, Suite 465 · Mission Viejo, CA 92691 · (949) 367-1961 · Financial planningCRD 106268 · % of assets, Hourly charges, Fixed fees · $233.3 million AUMSEC registeredNo commissions reportedWebb Financial Group26050 Acero · Mission Viejo, CA 92691 · (949) 328-4210 · Financial planningCRD 291638 · % of assets, Fixed fees · $94.4 million AUMState registeredNo commissions reported