Flat / fixed fees in San Francisco, CA
87 advisers in San Francisco 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 Francisco, CA are open. Reach people looking for a financial adviser who is paid by them, not by product sales searching in San Francisco, CA — flat monthly price, no per-lead fees.See pricing
All 87
Albourne America LLCSEC registeredNo commissions reportedAlpha Private Wealth Advisors LLCState registeredNo commissions reportedAmara Financial, LLCSEC registeredNo commissions reportedAmoretti Capital ManagementState registeredNo commissions reportedBackerSEC registeredNo commissions reportedBaker Street Advisors, LLCSEC registeredNo commissions reportedBakeravenueSEC registeredNo commissions reportedBenningfield Financial Advisors, LLCSEC registeredNo commissions reportedBerkeley Investment AdvisorsState registeredNo commissions reportedBloom Investment Advisors, LLCSEC registeredNo commissions reported
Bpm Wealth Advisors, LLCSEC registeredNo commissions reportedBridgelane FinancialState registeredNo commissions reportedBrio Financial GroupSEC registeredNo commissions reportedBunkerSEC registeredNo commissions reportedCamelotta AdvisorsSEC registeredNo commissions reportedCampton Private Equity AdvisorsState registeredNo commissions reportedCatton Capital Partners, LLCState registeredNo commissions reportedCharles Schwab Investment Management, INCSEC registeredNo commissions reportedChequers Financial Management LLCSEC registeredNo commissions reportedChrome AdvisorsSEC registeredNo commissions reportedCitrine CapitalSEC registeredNo commissions reportedDedicated Capital Advisors, LLCSEC registeredNo commissions reportedDouble Bay Management & PlanningSEC registeredNo commissions reportedEnrich Finance LLCSEC registeredNo commissions reportedFairlight AdvisorsSEC registeredNo commissions reportedFartherSEC registeredNo commissions reportedFinancial ZenSEC registeredNo commissions reportedFire Capital Management, LLCSEC registeredNo commissions reportedFort Point Capital Partners LLCSEC registeredNo commissions reportedGarhwal, Chan & Williams INC.SEC registeredNo commissions reportedGolden Gate Personal Financial PlanningSEC registeredNo commissions reportedGreen Ocean Global Advisors LLCSEC registeredNo commissions reportedGreenwood Wealth Management, LLCState registeredNo commissions reportedHanke & Apolonio Wealth Advisors LLCSEC registeredNo commissions reportedHawk Advisory LLCState registeredNo commissions reportedIconiq Capital, LLCSEC registeredNo commissions reportedInflection Capital Management, LLCSEC registeredNo commissions reportedIntellectus Partners, LLCSEC registeredNo commissions reportedJordan Park Group LLCSEC registeredNo commissions reportedKb Financial Advisors LLCSEC registeredNo commissions reportedLavelle CapitalSEC registeredNo commissions reportedMain Management, LLCSEC registeredNo commissions reportedManey WealthState registeredNo commissions reportedMoment Partners, LLCSEC registeredNo commissions reportedMonroe Wealth Management LLCState registeredNo commissions reportedNwk GroupSEC registeredNo commissions reportedOctavewealthSEC registeredNo commissions reportedOne Wealth Advisors, LLCSEC registeredNo commissions reportedOptimo CapitalState registeredNo commissions reportedOsterweis Capital ManagementSEC registeredNo commissions reportedOsterweis Capital ManagementSEC registeredNo commissions reportedPair Lending LLCState registeredNo commissions reportedParallel Advisors, LLCSEC registeredNo commissions reportedPerigon Wealth Management, LLCSEC registeredNo commissions reportedPier 88 Investment Partners, LLCSEC registeredNo commissions reportedPillar6 Advisors, LLCState registeredNo commissions reportedPortfolio Management TechnologySEC registeredNo commissions reportedPortfolio PovSEC registeredNo commissions reportedProspettiva FinancialSEC registeredNo commissions reportedRapport Financial, LLCState registeredNo commissions reportedRegis Metro Associates, INC.SEC registeredNo commissions reportedRemedios Financial PlanningState registeredNo commissions reportedResolute Partners GroupSEC registeredNo commissions reportedRobertson StephensSEC registeredNo commissions reportedRosenblum Silverman Sutton Sf INCSEC registeredNo commissions reportedSas Financial Advisors, LLC.SEC registeredNo commissions reportedSeven Post Investment Office LPSEC registeredNo commissions reportedSidepocket IncorporatedSEC registeredNo commissions reportedSigfig Wealth Management LLCSEC registeredNo commissions reportedSkylark Wealth, LLCState registeredNo commissions reportedSonen Capital LLCSEC registeredNo commissions reportedSterling FuturesState registeredNo commissions reportedStrategic Wealth CapitalSEC registeredNo commissions reportedStrong Bridge Advisors LLCState registeredNo commissions reportedSyntheticfi LLCSEC registeredNo commissions reportedSyon Capital LLCSEC registeredNo commissions reportedTepper Capital ManagementState registeredNo commissions reportedThe Advisory Group of San Francisco, LLCSEC registeredNo commissions reportedUnion Square Global Wealth ManagementSEC registeredNo commissions reportedUprise Advisers LLCState registeredNo commissions reportedVan Strum & Towne INCSEC registeredNo commissions reportedVelmark Capital Management LLCState registeredNo commissions reportedVernal Point Advisors, LLCSEC registeredNo commissions reportedWe Financial GroupSEC registeredNo commissions reportedWealth Script AdvisorsSEC registeredNo commissions reportedWealthboost Advisors, LLCState registeredNo commissions reportedZero Labs INC.SEC registeredNo commissions reported