Fee-OnlyFinder

Flat / fixed fees in Petaluma, CA

6 advisers in Petaluma 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

Allpoint Financial Group765 Baywood Drive, Suite 147 · Petaluma, CA 94954 · (707) 303-7000 · Financial planningCRD 301028 · % of assets, Hourly charges, Fixed fees · $116.8 million AUMSEC registeredNo commissions reportedCreekside Partners775 Baywood Drive, Suite 306 · Petaluma, CA 94954 · (707) 769-7820 · Financial planningCRD 125401 · % of assets, Fixed fees · $553.4 million AUMSEC registeredNo commissions reportedDobson Asset Management7 Fourth Street, Suite 25 · Petaluma, CA 94952 · (707) 766-9254 · Financial planningCRD 112079 · % of assets, Hourly charges, Fixed fees · $217.8 million AUMSEC registeredNo commissions reportedFpc Investment Advisory, INC.1465 North McDowell Blvd, Suite 170 · Petaluma, CA 94954 · (707) 795-0500 · Financial planningCRD 122728 · % of assets, Hourly charges, Fixed fees · $364.6 million AUMSEC registeredNo commissions reportedJpc Wealth Management, INC.19 Keller Street · Petaluma, CA 94952 · (650) 463-0200 · Financial planningCRD 120267 · % of assets, Hourly charges, Fixed fees · $312.7 million AUMSEC registeredNo commissions reportedThe McBride Group755 Baywood Drive, Second Floor · Petaluma, CA 94954 · (707) 658-4433 · Hourly feesCRD 150179 · % of assets, Hourly charges, Fixed fees · $76.3 million AUMState registeredNo commissions reported