Flat / fixed fees in Napa, CA

3 advisers in Napa 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 3

5t Wealth, LLC595 Coombs Street · Napa, CA 94559 · (707) 224-1340 · Financial planningCRD 112552 · % of assets, Hourly charges, Fixed fees · $331.4 million AUMSEC registeredNo commissions reported Dedora Capital, INC.1600 Main Street · Napa, CA 94559 · (707) 253-0681 · Financial planningCRD 177523 · % of assets, Hourly charges, Fixed fees · $550.7 million AUMSEC registeredNo commissions reported Soares Financial, INC.1832 Socol Ave., #106 · Napa, CA 94559 · (707) 255-6900 · Financial planningCRD 120056 · % of assets, Hourly charges, Fixed fees · $21.0 million AUMState registeredNo commissions reported