Fee-OnlyFinder

Hourly fees in San Juan Capistrano, CA

7 advisers in San Juan Capistrano offering hourly fees. Firms that report charging hourly fees (Item 5.E(2)) — useful if you want advice without handing over your assets.

All 7

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 reportedIq Trends Private Client Asset Management27132 Paseo Espada, Suite B1222 · San Juan Capistrano, CA 92675 · (866) 927-5250 · Hourly feesCRD 118358 · % of assets, Hourly charges · $62.8 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 reportedProfessional Financial Advisors INC30240 Rancho Viejo Road, Suite a · San Juan Capistrano, CA 92675 · (949) 493-5900 · Financial planningCRD 105296 · % of assets, Hourly charges · $23.6 million AUMState 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