Fee-OnlyFinder

Flat / fixed fees in Redlands, CA

3 advisers in Redlands 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 3

Diligent Investors, LLC1447 Ford Street, Suite 200 · Redlands, CA 92374 · (909) 792-2894 · Financial planningCRD 158708 · % of assets, Hourly charges, Fixed fees · $663.1 million AUMSEC registeredNo commissions reportedLindsey Financial, INC.1980 Orange Tree Lane, Suite 270 · Redlands, CA 92374 · (909) 335-6800 · Financial planningCRD 291971 · Fixed fees, OtherState registeredNo commissions reportedPakha Investment Advisory1255 W. Colton Ave. · Redlands, CA 92374 · (818) 561-9174 · Financial planningCRD 173205 · % of assets, Hourly charges, Fixed fees · $12.5 million AUMState registeredNo commissions reported