Flat / fixed fees in San Diego, CA
87 advisers in San Diego 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.
Featured spots in San Diego, CA are open. Reach people looking for a financial adviser who is paid by them, not by product sales searching in San Diego, CA — flat monthly price, no per-lead fees.See pricing
All 87
7 Streets Financial, LLCSEC registeredNo commissions reportedAriston Services Group, LLCSEC registeredNo commissions reportedAts Wealth ManagementSEC registeredNo commissions reportedAzimuth Wealth AdvisorsState registeredNo commissions reportedBamboo Wealth StrategiesSEC registeredNo commissions reportedBeta Wealth Group, INCSEC registeredNo commissions reportedBlue Summit Wealth ManagementSEC registeredNo commissions reportedBreakaway Independent Advisors, LLCSEC registeredNo commissions reportedBrian D. Lowder, INC.SEC registeredNo commissions reportedCadena Financial Planning & Tax ServicesState registeredNo commissions reported
Centura Wealth AdvisorySEC registeredNo commissions reportedChokshi & Queen Wealth AdvisorsSEC registeredNo commissions reportedChristopher Weil & CO INCSEC registeredNo commissions reportedClearview Financial, INC.State registeredNo commissions reportedClelland & Company INCSEC registeredNo commissions reportedCoastedge Partners, LLCSEC registeredNo commissions reportedCopia Wealth Management Advisors, INC.State registeredNo commissions reportedCorlett Financial, INC.State registeredNo commissions reportedCreative Capital Management Investments LLCSEC registeredNo commissions reportedD'arcy Capital Management, LLCSEC registeredNo commissions reportedDean Roland Russell, LLCSEC registeredNo commissions reportedDecision Investments, INC.SEC registeredNo commissions reportedDefine Financial, LLCSEC registeredNo commissions reportedDunhamSEC registeredNo commissions reportedEiger Wealth Management, LLCSEC registeredNo commissions reportedElite Wealth Management, LLCState registeredNo commissions reportedEncompass Financial ServicesState registeredNo commissions reportedFinancial Sense Advisors, INC.SEC registeredNo commissions reportedFinec Asset ManagementSEC registeredNo commissions reportedFocused Mission FinancialState registeredNo commissions reportedGoldman Wealth ManagementSEC registeredNo commissions reportedGradient Capital Advisors, LLCSEC registeredNo commissions reportedH.s. Financial, INC.State registeredNo commissions reportedHeritage Wealth Management, INC.SEC registeredNo commissions reportedIllumination Wealth ManagementSEC registeredNo commissions reportedInternational Private Wealth Advisors LLCSEC registeredNo commissions reportedKachkovsky & Fisher, INC.SEC registeredNo commissions reportedKaiyo Wealth LLCSEC registeredNo commissions reportedKingswood Wealth Advisors, LLCSEC registeredNo commissions reportedLa Jolla Asset Management, INC.State registeredNo commissions reportedLightcap Financial Group, LLCState registeredNo commissions reportedLm Advisors LLCSEC registeredNo commissions reportedM Wealth Management, LLCSEC registeredNo commissions reportedMargo Park FinancialState registeredNo commissions reportedMcNaughton Wealth Management, LLCSEC registeredNo commissions reportedMission Hills Financial Advisory LLCSEC registeredNo commissions reportedNectarineSEC registeredNo commissions reportedNext Gen Financial PlanningState registeredNo commissions reportedOsborne Capital ManagementState registeredNo commissions reportedPacific Capital AssociatesSEC registeredNo commissions reportedPacific Point Advisors, LLCSEC registeredNo commissions reportedPacific Wealth ManagementSEC registeredNo commissions reportedPathlight Wealth ManagementState registeredNo commissions reportedPathview Wealth AdvisorsSEC registeredNo commissions reportedPlatt Wealth ManagementSEC registeredNo commissions reportedPracticecfo InvestmentsSEC registeredNo commissions reportedPremier Wealth Advisors, LLCSEC registeredNo commissions reportedPresidio Capital Management, LLCSEC registeredNo commissions reportedPure Financial Advisors, LLCSEC registeredNo commissions reportedQualified PlanningState registeredNo commissions reportedRj Patterson GroupSEC registeredNo commissions reportedSanta Fe' Wealth ManagementState registeredNo commissions reportedSantara Wealth Management LLCState registeredNo commissions reportedSatori Wealth Management, INC.State registeredNo commissions reportedSilvia McColl Wealth Management, LLCSEC registeredNo commissions reportedSimplifi, INC.SEC registeredNo commissions reportedSocialtraderSEC registeredNo commissions reportedSovran Advisors, LLCSEC registeredNo commissions reportedStirling Financial GroupSEC registeredNo commissions reportedStolper & CO., INC.SEC registeredNo commissions reportedTaxable WealthState registeredNo commissions reportedTed Buchan & CompanySEC registeredNo commissions reportedThrive PortfoliosState registeredNo commissions reportedTidemark, LLCSEC registeredNo commissions reportedTorren Management, LLCSEC registeredNo commissions reportedTorrey Pines Financial, INC.State registeredNo commissions reportedTorrey Wealth, LLCSEC registeredNo commissions reportedVan Nostrand Wealth Management LLCState registeredNo commissions reportedWealth Alliance, LLCState registeredNo commissions reportedWealth Analytics Partners, LLCSEC registeredNo commissions reportedWealth Legacy Group, INC.State registeredNo commissions reportedWealth Rescue Strategies, INC.State registeredNo commissions reportedWealthetic LLCState registeredNo commissions reportedWillow Creek FinancialSEC registeredNo commissions reportedWilsey Asset Management IncorporatedSEC registeredNo commissions reportedZermatt Wealth AdvisorsSEC registeredNo commissions reportedZermatt Wealth PartnersSEC registeredNo commissions reported