Fee-OnlyFinder

Flat / fixed fees in Palo Alto, CA

13 advisers in Palo Alto 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 13

Allocate Management Company, LLC502 Waverley Street, Suite 2 · Palo Alto, CA 94301 · (650) 331-4151 · Flat / fixed feesCRD 316814 · % of assets, Fixed fees, Performance-based fees · $3.0 billion AUMSEC registeredNo commissions reportedCornerstone Capital, INC.200 Homer Ave. · Palo Alto, CA 94301 · (650) 566-9650 · Flat / fixed feesCRD 105396 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedFrank, Rimerman Advisors LLC1801 Page Mill Road · Palo Alto, CA 94304 · (650) 845-8100 · Financial planningCRD 124147 · % of assets, Hourly charges, Fixed fees · $3.4 billion AUMSEC registeredNo commissions reportedG. P. Greco & CO., INC.Palo Alto Square, 3000 El Camino Real, Building 4, Suite 200 · Palo Alto, CA 94306 · (650) 382-3085 · Flat / fixed feesCRD 318087 · % of assets, Fixed fees · $4.7 million AUMState registeredNo commissions reportedInsights Investments3101 Park Blvd · Palo Alto, CA 94306 · (650) 485-0277 · Flat / fixed feesCRD 309727 · % of assets, Subscription fees · $45.8 million AUMSEC registeredNo commissions reportedMaya Advisors, INC.1881 Page Mill Road · Palo Alto, CA 94304 · (650) 704-3074 · Financial planningCRD 144325 · % of assets, Hourly charges, Fixed fees · $138.2 million AUMSEC registeredNo commissions reportedMayfield Advisors, INC.438 Cambridge Avenue, Suite 100 · Palo Alto, CA 94306 · (650) 856-6600 · Financial planningCRD 144072 · % of assets, Hourly charges, Fixed fees · $143.5 million AUMSEC registeredNo commissions reportedOceaniq Capital, LLC1881 Page Mill Rd., Suite #236 · Palo Alto, CA 94304 · (415) 432-7580 · Financial planningCRD 168062 · % of assets, Hourly charges, Fixed fees · $334.2 million AUMSEC registeredNo commissions reportedRadiant Wealth Planning829 Emerson St · Palo Alto, CA 94301 · (650) 431-7799 · Financial planningCRD 310280 · % of assets, Fixed fees · $14.7 million AUMState registeredNo commissions reportedRebalance LLC635 Bryant Street, #6 · Palo Alto, CA 94301 · (650) 396-3900 · Financial planningCRD 158242 · % of assets, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reported
Red Crane Wealth Management, LLC3000 El Camino Real, Building 4, Suite 200 · Palo Alto, CA 94306 · (415) 316-0982 · Financial planningCRD 284006 · % of assets, Hourly charges, Fixed fees · $151.6 million AUMSEC registeredNo commissions reportedStoic Point Capital Management LLC645 High Street, Suite B · Palo Alto, CA 94301 · (650) 503-9750 · Flat / fixed feesCRD 297766 · % of assets, Fixed fees, Performance-based fees · $119.5 million AUMSEC registeredNo commissions reportedWhitespace Financial, LLC425 Page Mill Rd, 2nd Floor · Palo Alto, CA 94306 · (650) 777-7588 · Financial planningCRD 149069 · % of assets, Hourly charges, Fixed fees · $62.9 million AUMState registeredNo commissions reported