Fee-OnlyFinder

Flat / fixed fees in Roseville, CA

8 advisers in Roseville 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 8

Bulman Wealth Group3300 Douglas Blvd., Suite 200 · Roseville, CA 95661 · (916) 458-8199 · Financial planningCRD 313552 · % of assets, Fixed fees, Other · $283.0 million AUMSEC registeredNo commissions reportedHansen & Associates Financial Group INC.2271 Lava Ridge Court, Suite 200 · Roseville, CA 95661 · (916) 706-1234 · Financial planningCRD 168363 · % of assets, Hourly charges, Fixed fees · $202.4 million AUMSEC registeredNo commissions reportedLynch Financial Advisors1700 Eureka Road Suite 155 · Roseville, CA 95661 · (916) 772-3103 · Financial planningCRD 342560 · % of assets, Fixed fees · $112.9 million AUMSEC registeredNo commissions reportedSierra Financial Planning & Asset Management1380 Lead Hill Blvd.,, Suite 106 · Roseville, CA 95661 · (916) 791-1572 · Financial planningCRD 125451 · Fixed fees · $25.6 million AUMState registeredNo commissions reportedSisto Investment Advisory, LLC970 Reserve Drive, Suite 204 · Roseville, CA 95678 · (916) 724-1693 · Financial planningCRD 284949 · % of assets, Hourly charges, Fixed fees · $54.6 million AUMState registeredNo commissions reportedSt. Clair Financial2140 Professional Drive, Suite 250 · Roseville, CA 95661 · (916) 780-1848 · Financial planningCRD 151251 · % of assets, Hourly charges, Fixed fees · $141.3 million AUMSEC registeredNo commissions reportedTriflame Capital5098 Foothills Blvd., Suite 3, Pmb: 306 · Roseville, CA 95747 · (530) 813-8300 · Financial planningCRD 332465 · % of assets, Hourly charges, Fixed fees · $27.6 million AUMState registeredNo commissions reportedWe Alliance Wealth Advisors, INC.3001 Douglas Blvd, Ste. 142 · Roseville, CA 95661 · (916) 325-0130 · Financial planningCRD 175405 · % of assets, Hourly charges, Fixed fees · $233.1 million AUMSEC registeredNo commissions reported