Fee-OnlyFinder

Flat / fixed fees in San Juan Capistrano, CA

5 advisers in San Juan Capistrano 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 5

Capital Financial Consultants Group, INC.31461 Rancho Viejo Road, Suite 104 · San Juan Capistrano, CA 92675 · (949) 248-8800 · Financial planningCRD 133657 · % of assets, Hourly charges, Fixed fees · $37.3 million AUMState registeredNo commissions reportedCdfinancial30270 Rancho Viejo Rd, Suite D · San Juan Capistrano, CA 92675 · (949) 359-5100 · Financial planningCRD 165317 · % of assets, Hourly charges, Fixed fees · $99.7 million AUMState registeredNo commissions reportedDoll Capital Advisors Incorporated30448 Rancho Viejo Rd, Suite 140 · San Juan Capistrano, CA 92675 · (949) 497-6366 · Financial planningCRD 134089 · % of assets, Hourly charges, Fixed fees · $76.0 million AUMState registeredNo commissions reportedOptivest, INC.30448 Rancho Viejo Road, Suite 230 · San Juan Capistrano, CA 92675 · (949) 363-8686 · Financial planningCRD 137070 · % of assets, Hourly charges, Fixed fees · $319.4 million AUMSEC registeredNo commissions reportedService One Financial27131 Calle Arroyo, Suite 1722 · San Juan Capistrano, CA 92675 · (949) 305-9911 · Financial planningCRD 149137 · % of assets, Hourly charges, Fixed fees · $4.2 million AUMState registeredNo commissions reported