Fee-OnlyFinder

Flat / fixed fees in Modesto, CA

5 advisers in Modesto 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

Arrowhead Wealth Management Corp.909 15th St, #4 · Modesto, CA 95354 · (415) 850-3022 · Flat / fixed feesCRD 171169 · % of assets, Fixed fees, Other · $30.8 million AUMState registeredNo commissions reportedBlom & Howell Financial Planning, INC.3340 Tully Rd., Ste. B4 · Modesto, CA 95350 · (209) 857-5207 · Financial planningCRD 311830 · % of assets, Hourly charges, Fixed fees · $161.5 million AUMSEC registeredNo commissions reportedCrawford Financial Planning & Consulting3501 Coffee Road, Suite 6 · Modesto, CA 95355 · (209) 571-0111 · Financial planningCRD 134936 · % of assets, Hourly charges, Fixed fees · $171.6 million AUMSEC registeredNo commissions reportedLuminary Financial Planning2712 Marlboro Place · Modesto, CA 95355 · (209) 606-7289 · Financial planningCRD 169270 · % of assets, Hourly charges, Fixed fees · $26.8 million AUMState registeredNo commissions reportedMraz and Associates1120 13th Street, Suite C · Modesto, CA 95354 · (209) 593-5870 · Financial planningCRD 158338 · % of assets, Hourly charges, Fixed fees · $917.5 million AUMSEC registeredNo commissions reported