Flat / fixed fees in Pasadena, CA
33 advisers in Pasadena 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 Pasadena, CA are open. Reach people looking for a financial adviser who is paid by them, not by product sales searching in Pasadena, CA — flat monthly price, no per-lead fees.See pricing
All 33
Appian Way FinancialSEC registeredNo commissions reportedBernard & Johnson Family Wealth ManagementSEC registeredNo commissions reportedClifford Swan Investment CounselorsSEC registeredNo commissions reportedDerive WealthSEC registeredNo commissions reportedEquanimity Financial PartnersSEC registeredNo commissions reportedFavor Wealth Advisors, LLCState registeredNo commissions reportedFiducia Wealth ManagementState registeredNo commissions reportedFoundry Financial LLCSEC registeredNo commissions reportedGarabedian Wealth Management GroupState registeredNo commissions reportedGlobalink Wealth Management, LLCState registeredNo commissions reported
Griffinest Asia Asset Management, LLCState registeredNo commissions reportedImpact Fiduciary LLCSEC registeredNo commissions reportedJones Wealth Advisors, LLCState registeredNo commissions reportedKelmar Capital Management, LLCState registeredNo commissions reportedKondo Wealth Advisors, INCSEC registeredNo commissions reportedLake Avenue Financial LLCSEC registeredNo commissions reportedLk&a Investment CounselSEC registeredNo commissions reportedLogic Wealth Management, LLCSEC registeredNo commissions reportedMariposa Capital Management, LLCState registeredNo commissions reportedMission Street Wealth PlanningState registeredNo commissions reportedOakgrowth Wealth Management LLCState registeredNo commissions reportedPasadena Private Wealth, LLCSEC registeredNo commissions reportedPercy E. Bolton Associates, INC.State registeredNo commissions reportedQubera Wealth ManagementState registeredNo commissions reportedRetirement Wellness GroupSEC registeredNo commissions reportedRound Hill Asset Management INCSEC registeredNo commissions reportedShuster Advisory Group, LLCSEC registeredNo commissions reportedStonemark Wealth ManagementSEC registeredNo commissions reportedStrategy Asset Managers L.L.C.SEC registeredNo commissions reportedThe Sterling GroupSEC registeredNo commissions reportedVera Wealth LLCState registeredNo commissions reportedWealtharch Investment Services, LLCState registeredNo commissions reportedWimmer Associates LLCSEC registeredNo commissions reported