Flat / fixed fees in Redwood City, CA

6 advisers in Redwood City 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

Evart, Young & Hobbs Investment Management3 Lagoon Drive, Suite 155 · Redwood City, CA 94065 · (650) 802-0342 · Financial planningCRD 110263 · % of assets, Fixed fees · $269.9 million AUMSEC registeredNo commissions reported Focusyou303 Twin Dolphin Dr, Suite 600 · Redwood City, CA 94065 · (650) 684-1199 · Financial planningCRD 155690 · % of assets, Hourly charges, Fixed fees · $61.9 million AUMState registeredNo commissions reported Griffin Black, LLC702 Marshall Street, Suite 411 · Redwood City, CA 94063 · (650) 368-5785 · Financial planningCRD 134684 · % of assets, Hourly charges, Fixed fees · $355.5 million AUMSEC registeredNo commissions reported Redwood Park Advisors3 Twin Dolphin Drive, Suite 210 · Redwood City, CA 94065 · (866) 579-8808 · Financial planningCRD 307958 · % of assets, Hourly charges, Fixed fees · $170.3 million AUMSEC registeredNo commissions reported Steinmetz Financial Planning303 Twin Dolphin Drive, Ste. 600 · Redwood City, CA 94065 · (650) 401-3800 · Financial planningCRD 115545 · % of assets, Hourly charges, Fixed fees · $60.7 million AUMState registeredNo commissions reported Wealthvalues, LLC303 Twin Dolphin Dr., Suite 600 · Redwood City, CA 94065 · (650) 941-5530 · Financial planningCRD 140004 · % of assets, Hourly charges, Fixed fees · $466.5 million AUMSEC registeredNo commissions reported