Flat / fixed fees in San Rafael, CA
23 advisers in San Rafael 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 Rafael, CA are open. Reach people looking for a financial adviser who is paid by them, not by product sales searching in San Rafael, CA — flat monthly price, no per-lead fees.See pricing
All 23
Awr Investment Management, LLCSEC registeredNo commissions reportedCsuite Investment LLCState registeredNo commissions reportedFiduciary Financial Group, LLCSEC registeredNo commissions reportedGlobal Retirement Partners LLCSEC registeredNo commissions reportedHcm WealthSEC registeredNo commissions reportedHutchinson & Ziegler Financial Advisors, INC.SEC registeredNo commissions reportedJocelyn Investment Management, LLCSEC registeredNo commissions reportedMadrone Investment Advisory, LLCSEC registeredNo commissions reportedMarin Wealth Advisors LLCState registeredNo commissions reportedMeritas Wealth Management, LLCSEC registeredNo commissions reported
O'Donnell Financial Services, LLCSEC registeredNo commissions reportedOhana AdvisorsSEC registeredNo commissions reportedPinnacle Retirement & Financial PlanningState registeredNo commissions reportedRedwood Financial Advisors, INCState registeredNo commissions reportedRedwood Grove Wealth ManagementSEC registeredNo commissions reportedRidgecrest Wealth Partners, LLCSEC registeredNo commissions reportedRitter Wealth CounselState registeredNo commissions reportedSpectrum Financial ManagementSEC registeredNo commissions reportedStewart Wealth Management, INC.SEC registeredNo commissions reportedStonebridge Financial GroupSEC registeredNo commissions reportedThe Putney Financial Group LLCSEC registeredNo commissions reportedWesthill Financial Advisors, INC.SEC registeredNo commissions reportedWulff, Hansen & CO.SEC registeredNo commissions reported