Flat / fixed fees in Rancho Santa Fe, CA

4 advisers in Rancho Santa Fe 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 4

"Tate Asset Management" and "Dco Wealth Management"5531 Cancha De Golf, Suite #105 · Rancho Santa Fe, CA 92091 · (888) 500-9267 · Financial planningCRD 160657 · % of assets, Hourly charges, Fixed fees · $393.4 million AUMSEC registeredNo commissions reported American Money Management, LLC14249 Rancho Santa Fe Farms Road · Rancho Santa Fe, CA 92067 · (858) 755-0909 · Financial planningCRD 115357 · % of assets, Hourly charges, Fixed fees · $844.0 million AUMSEC registeredNo commissions reported Bull Oak Capital, LLC16236 San Dieguito Rd., Ste 4-21 · Rancho Santa Fe, CA 92067 · (858) 999-3550 · Financial planningCRD 170325 · % of assets, Fixed fees · $261.6 million AUMSEC registeredNo commissions reported Essential Partners LLC16950 Via De Santa Fe, Suite 5060-175 · Rancho Santa Fe,, CA 92067 · (213) 878-0074 · Financial planningCRD 315959 · % of assets, Fixed fees · $401.1 million AUMSEC registeredNo commissions reported