Flat / fixed fees in Newport Beach, CA
52 advisers in Newport Beach 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.
Featured spots in Newport Beach, CA are open. Reach people looking for a financial adviser who is paid by them, not by product sales searching in Newport Beach, CA — flat monthly price, no per-lead fees.See pricing
All 52
Affinity Investment Advisors, LLCSEC registeredNo commissions reportedAnt Money AdvisorsSEC registeredNo commissions reportedBanta Asset Management LPSEC registeredNo commissions reportedBeacon Pointe Advisors, LLCSEC registeredNo commissions reportedBreakwater Investment Group, LLCState registeredNo commissions reportedBridge Capital Consulting, LLCState registeredNo commissions reportedCalifornia Benefits and Retirement Group, LLCState registeredNo commissions reportedCampbell Advisory Services, LLCState registeredNo commissions reportedCanterbury Consulting IncorporatedSEC registeredNo commissions reportedCreative Planning Institutional Advisors, LLCSEC registeredNo commissions reported
Crystal Cove Asset ManagementSEC registeredNo commissions reportedEmerald Wealth Management, INC.State registeredNo commissions reportedExecutive Services, LLCState registeredNo commissions reportedFiduciary Architects LLCState registeredNo commissions reportedGreen StreetState registeredNo commissions reportedHexeum CapitalState registeredNo commissions reportedHollencrest Capital ManagementSEC registeredNo commissions reportedInvestus FinancialState registeredNo commissions reportedJdl AdvisersSEC registeredNo commissions reportedLockerman Financial Group, INCSEC registeredNo commissions reportedLongtail Alpha, LLCSEC registeredNo commissions reportedMiramontes Capital, LLCSEC registeredNo commissions reportedNoble Wealth Management, INC.SEC registeredNo commissions reportedNollenberger McCullough Investment Advisors LLCState registeredNo commissions reportedOnitus Capital, LLCState registeredNo commissions reportedProcore Advisors, LLCSEC registeredNo commissions reportedProvenio CapitalSEC registeredNo commissions reportedPurus Wealth Management, LLCSEC registeredNo commissions reportedRba Wealth Management, LLCSEC registeredNo commissions reportedRoth Capital Partners, LLCState registeredNo commissions reportedRs Crum INC.SEC registeredNo commissions reportedSagevest Financial Advisors, LLCState registeredNo commissions reportedShorebird, LLCState registeredNo commissions reportedSidoxia Capital Management, LLCSEC registeredNo commissions reportedSignature Resources Capital Management, LLCSEC registeredNo commissions reportedSound Investment Management, LLCState registeredNo commissions reportedSpectrum Asset Management INCSEC registeredNo commissions reportedSpinnaker Investment Group, LLCSEC registeredNo commissions reportedSunpath FinancialState registeredNo commissions reportedTarbox Family Office, INC.SEC registeredNo commissions reportedTate Capital GroupState registeredNo commissions reportedTax Efficient Asset Management Solution, INC.SEC registeredNo commissions reportedTidecrest Wealth Management, LLCSEC registeredNo commissions reportedTwenty-Five Capital PartnersState registeredNo commissions reportedUnity Wealth PartnersState registeredNo commissions reportedWealth Strategies GroupSEC registeredNo commissions reportedWestshore WealthSEC registeredNo commissions reportedWhittier Advisors, LLCSEC registeredNo commissions reportedWindfall Advisors, LLCState registeredNo commissions reportedWingSEC registeredNo commissions reportedXwealthState registeredNo commissions reportedYosemite Capital ManagementSEC registeredNo commissions reported