Fee-OnlyFinder

Flat / fixed fees in Santa Clara, CA

6 advisers in Santa Clara 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

Edelman Financial Engines3945 Freedom Circle · Santa Clara, CA 95054 · (833) 752-6333 · Financial planningCRD 104510 · % of assets, Hourly charges, Subscription fees · $326.3 billion AUMSEC registeredNo commissions reportedFigtree Financial Advisors, LLC5201 Great America Parkway, Suite 320 · Santa Clara, CA 95054 · (408) 891-3574 · Financial planningCRD 301517 · % of assets, Fixed fees · $32.2 million AUMState registeredNo commissions reportedMoney Intelligence5201 Great America Pkwy, Suite 455 · Santa Clara, CA 95054 · (888) 865-7262 · Financial planningCRD 164597 · % of assets, Hourly charges, Fixed fees · $170.6 million AUMState registeredNo commissions reportedNri Wealth Management, LLC5201 Great America Pkwy, Suite 320 · Santa Clara, CA 95054 · (408) 373-5570 · Financial planningCRD 162234 · % of assets, Hourly charges, Fixed fees · $309.8 million AUMSEC registeredNo commissions reportedRogers Investment Advisors, LLC2975 Bowers Ave., Suite 107 · Santa Clara, CA 95051 · (408) 215-1698 · Financial planningCRD 132722 · % of assets, Hourly charges, Fixed fees · $70.6 million AUMState registeredNo commissions reportedSodium Advisors INC.5201 Great America Parkway, Suite 320 · Santa Clara, CA 95054 · (408) 850-7211 · Flat / fixed feesCRD 300087 · % of assets, Fixed fees, Performance-based fees · $57.9 million AUMState registeredNo commissions reported