Fee-OnlyFinder

Flat / fixed fees in Palm Desert, CA

6 advisers in Palm Desert 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 6

Agewise Financial INC.72960 Fred Waring Drive, Suite 20 · Palm Desert, CA 92260 · (760) 404-0270 · Financial planningCRD 328162 · % of assets, Fixed fees · $7.8 million AUMState registeredNo commissions reportedBoracchia Wiviott Wealth Partners LLC74710 Highway 111, Ste 102 · Palm Desert, CA 92260 · (424) 625-8943 · Financial planningCRD 287877 · % of assets, Hourly charges, Fixed fees · $147,068 AUMState registeredNo commissions reportedCypress Wealth Services, LLC74150 Country Club Drive · Palm Desert, CA 92260 · (760) 834-7250 · Financial planningCRD 288992 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedDesert Financial Planning74399 Highway 111, Suite D · Palm Desert, CA 92260 · (760) 625-2551 · Financial planningCRD 293185 · % of assets, Fixed fees · $7.9 million AUMState registeredNo commissions reportedHardworking Capital Advisors, LLC34220 Gateway Drive, Suite 120 · Palm Desert, CA 92211 · (760) 340-3277 · Financial planningCRD 226760 · % of assets, Hourly charges, Fixed fees · $206.0 million AUMSEC registeredNo commissions reportedKeystone Private Wealth73575 El Paseo, Suite 2300 · Palm Desert, CA 92260 · (760) 818-7020 · Financial planningCRD 301924 · % of assets, Hourly charges, Fixed fees · $860.7 million AUMSEC registeredNo commissions reported