Fee-OnlyFinder

Flat / fixed fees in Riverside, CA

3 advisers in Riverside 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

Higher Impact Financial, LLC3890 11th Street, Suite 118 · Riverside, CA 92501 · (951) 381-0898 · Financial planningCRD 331938 · % of assets, Hourly charges, Fixed fees · $9.7 million AUMState registeredNo commissions reportedThe Leonard Financial Group, LLC6820 Indiana Avenue, Suite 230 · Riverside, CA 92506 · (951) 781-7320 · Financial planningCRD 123651 · % of assets, Hourly charges, Fixed fees · $47.8 million AUMState registeredNo commissions reportedTricord Advisors, INC.6772 Magnolia Avenue · Riverside, CA 92506 · (951) 684-7011 · Financial planningCRD 155749 · % of assets, Hourly charges, Fixed fees · $431.5 million AUMSEC registeredNo commissions reported