Fee-OnlyFinder

Flat / fixed fees in Monrovia, CA

5 advisers in Monrovia 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

Fintent118 W. Lime Ave, Ste 110 · Monrovia, CA 91016 · (703) 869-2828 · Financial planningCRD 331452 · % of assets, Hourly charges, Fixed fees · $3.1 million AUMState registeredNo commissions reportedFort Ross Capital Management, LLC130 East Chestnut Avenue · Monrovia, CA 91016 · (310) 600-1504 · Flat / fixed feesCRD 128064 · % of assets, Fixed fees, Performance-based fees · $16.0 million AUMState registeredNo commissions reportedIfmgroup185 W Chestnut Ave · Monrovia, CA 91016 · (626) 552-9688 · Financial planningCRD 143632 · % of assets, Hourly charges, Fixed fees · $4.0 million AUMState registeredNo commissions reportedTransglobal Advisory, LLC185 W Chestnut Ave · Monrovia, CA 91016 · (626) 447-7888 · Financial planningCRD 168709 · % of assets, Fixed fees, Performance-based fees · $58.3 million AUMSEC registeredNo commissions reportedVeritas Financial Consulting LLC100 East Huntington Drive, Suite 222 · Monrovia, CA 91016 · (626) 263-4232 · Financial planningCRD 314363 · % of assets, Hourly charges, Fixed fees · $86.2 million AUMState registeredNo commissions reported