Flat / fixed fees in San Clemente, CA

4 advisers in San Clemente 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

Baker Jensen Investment Advisors, LLC501 El Camino Real, Suite 244 · San Clemente, CA 92672 · (949) 481-1805 · Hourly feesCRD 115086 · % of assets, Hourly charges, Fixed fees · $38.9 million AUMState registeredNo commissions reported Ignite Planners LLC109 E. Escalones · San Clemente, CA 92672 · (619) 504-1907 · Financial planningCRD 289797 · % of assets, Fixed fees, Performance-based fees · $1.1 billion AUMSEC registeredNo commissions reported Quiver Financial Holdings LLC501 North El Camino Real, Suite 200 · San Clemente, CA 92672 · (949) 492-6900 · Financial planningCRD 305224 · % of assets, Hourly charges, Subscription fees · $84.7 million AUMState registeredNo commissions reported Stephenson and Company, INC.241 Avenida Del Mar · San Clemente, CA 92672 · (949) 727-4255 · Financial planningCRD 111453 · % of assets, Hourly charges, Fixed fees · $447.0 million AUMSEC registeredNo commissions reported