Flat / fixed fees in Mountain View, CA

4 advisers in Mountain View 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 4

Ap Investment Management800 W El Camino Real, #180 · Mountain View, CA 94040 · (650) 618-1091 · Financial planningCRD 334805 · % of assets, Hourly charges, Fixed fees · $41.9 million AUMState registeredNo commissions reported Disruptiveseculargrowth Corporation809 Cuesta Dr, Ste B #3090 · Mountain View, CA 94040 · (415) 322-5170 · Financial planningCRD 300867 · % of assets, Hourly charges, Fixed fees · $35.4 million AUMState registeredNo commissions reported Infanger Investment Technology, LLC2665 Marine Way, Suite 1120 · Mountain View, CA 94043 · (650) 961-5176 · Flat / fixed feesCRD 112328 · % of assets, Fixed fees · $494.9 million AUMSEC registeredNo commissions reported Wealth Architects, LLC800 West El Camino Real, Suite 201 · Mountain View, CA 94040 · (650) 325-9044 · Financial planningCRD 135373 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reported