Flat / fixed fees in Santa Ana, CA

6 advisers in Santa Ana 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 6

Abacus Wealth International (Awi)132 East Dyer Rd. · Santa Ana, CA 92707 · (949) 436-6083 · Financial planningCRD 308998 · % of assets, Hourly charges, Fixed fees · $274,000 AUMState registeredNo commissions reported Cobb Planning Group1206 N. Broadway · Santa Ana, CA 92701 · (714) 550-9456 · Hourly feesCRD 150880 · % of assets, Hourly charges, Fixed fees · $1.6 million AUMState registeredNo commissions reported Linda A. Barlow, Cfp2700 N. Main Street, Ste 850 · Santa Ana, CA 92705 · (714) 953-1232 · Financial planningCRD 111643 · % of assets, Hourly charges, Fixed fees · $239.6 million AUMSEC registeredNo commissions reported Prosperity Road, LLC12341 Newport Avenue, Ste. A-100 · Santa Ana, CA 92705 · (714) 241-0212 · Financial planningCRD 281894 · % of assets, Hourly charges, Fixed fees · $172.3 million AUMSEC registeredNo commissions reported Qualified Plan Advisory, LLC901 W. Civic Center Dr, Suite 400 · Santa Ana, CA 92703 · (714) 486-4544 · Flat / fixed feesCRD 135324 · % of assets, Fixed fees · $104.8 million AUMState registeredNo commissions reported Sector Logic, LP200 E. Sandpointe Ave, Suite 315 · Santa Ana, CA 92707 · (949) 334-3040 · Flat / fixed feesCRD 143470 · % of assets, Fixed fees, Performance-based fees · $43.8 million AUMState registeredNo commissions reported