Fee-OnlyFinder

Flat / fixed fees in San Jose, CA

18 advisers in San Jose 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 18

Abundit Wealth1226 Lincoln Ave, Suite 200 · San Jose, CA 95125 · (669) 288-5508 · Financial planningCRD 329268 · % of assets, Fixed fees · $23.8 million AUMState registeredNo commissions reportedAlign Wealth Management, LLC1850 Hamilton Ave · San Jose, CA 95125 · (408) 559-7444 · Financial planningCRD 323615 · % of assets, Hourly charges, Fixed fees · $116.7 million AUMSEC registeredNo commissions reportedAndrey, Douglas5531 Castle Manor Dr · San Jose, CA 95129 · (408) 313-0705 · Flat / fixed feesCRD 312183 · Fixed fees · $1.6 million AUMState registeredNo commissions reportedClarity Wealth Advisors2160 the Alameda, Suite a · San Jose, CA 95126 · (408) 560-3220 · Financial planningCRD 157913 · % of assets, Fixed fees · $732.9 million AUMSEC registeredNo commissions reportedConcentrum Wealth Management353 Piercy Road · San Jose, CA 95138 · (408) 840-4030 · Financial planningCRD 167151 · % of assets, Hourly charges, Fixed fees · $986.8 million AUMSEC registeredNo commissions reportedCorinthian Wealth Management1625 the Alameda, Suite 308 · San Jose, CA 95126 · (408) 995-0915 · Financial planningCRD 312196 · % of assets, Hourly charges, Fixed fees · $131.7 million AUMSEC registeredNo commissions reportedDwr Wealth Management, LLC1884 the Alameda · San Jose, CA 95126 · (408) 260-9600 · Financial planningCRD 133743 · % of assets, Hourly charges, Fixed fees · $221.2 million AUMSEC registeredNo commissions reportedFireside Financial Planning, INC.1975 Hamilton Avenue, Suite 6a · San Jose, CA 95125 · (408) 371-3091 · Financial planningCRD 121784 · % of assets, Hourly charges, Fixed fees · $17.7 million AUMState registeredNo commissions reportedHeckman Financial & Insurance Services, INC.333 W Santa Clara St, Suite 604 · San Jose, CA 95113 · (408) 297-9800 · Financial planningCRD 111549 · % of assets, Hourly charges, Fixed fees · $116.4 million AUMSEC registeredNo commissions reportedKera Capital Partners1760 the Alameda · San Jose, CA 95126 · (408) 668-2201 · Financial planningCRD 312875 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reported
Legacy Wealth Advisors, LLC2001 Gateway Place, Suite 600w · San Jose, CA 95110 · (408) 452-7700 · Financial planningCRD 127758 · % of assets, Hourly charges, Fixed fees · $178.3 million AUMSEC registeredNo commissions reportedNim Wealth Solutions1731 Technology Dr., Ste 570 · San Jose, CA 95110 · (888) 322-2009 · Financial planningCRD 334754 · % of assets, Hourly charges, Fixed fees · $116.8 million AUMSEC registeredNo commissions reportedPantheon Wealth Planning1798 Technology Drive, Suite 200 · San Jose, CA 95110 · (408) 404-8282 · Financial planningCRD 166825 · Hourly charges, Fixed feesState registeredNo commissions reportedPotentia Wealth1226 Lincoln Ave, Suite 200 · San Jose, CA 95125 · (408) 288-7886 · Financial planningCRD 329135 · % of assets, Fixed fees · $569.1 million AUMSEC registeredNo commissions reportedRetirement Capital Strategies, INC.1190 Saratoga Ave., Suite 140 · San Jose, CA 95129 · (408) 551-6100 · Financial planningCRD 139009 · % of assets, Hourly charges, Fixed fees · $305.2 million AUMSEC registeredNo commissions reportedSilicon Valley Retirement Services, LLC2570 N. First St, Second Floor, Suite 276 · San Jose, CA 95131 · (408) 572-5572 · Flat / fixed feesCRD 154756 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedSilicon Valley Wealth Management Solutions, INC.6050 Hellyer Ave Suite 150 · San Jose, CA 95138 · (408) 440-6195 · Financial planningCRD 159702 · % of assets, Hourly charges, Fixed fees · $50.9 million AUMState registeredNo commissions reportedSterling Advisory Services, LLC1541 the Alameda, Suite B · San Jose, CA 95126 · (408) 213-6902 · Financial planningCRD 169827 · % of assets, Hourly charges, Fixed fees · $6.2 million AUMState registeredNo commissions reported