Fee-OnlyFinder

Flat / fixed fees in Santa Cruz, CA

3 advisers in Santa Cruz 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 3

Fullguards Financial340 Soquel Ave, Suite 110 · Santa Cruz, CA 95062 · (831) 425-9886 · Financial planningCRD 325399 · % of assets, Hourly charges, Fixed fees · $7.4 million AUMState registeredNo commissions reportedNatural Bridges Financial Advisors627 Center Street · Santa Cruz, CA 95060 · (831) 421-0700 · Financial planningCRD 148056 · Fixed fees · $155.8 million AUMSEC registeredNo commissions reportedWildflower Financial LLC120 Church Street · Santa Cruz, CA 95060 · (831) 854-7291 · Financial planningCRD 289288 · Hourly charges, Fixed fees · $11.8 million AUMState registeredNo commissions reported