Fee-OnlyFinder

Flat / fixed fees in Santa Rosa, CA

8 advisers in Santa Rosa 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 8

A.e.i. Financial Group3558 Round Barn Blvd. Ste 200 · Santa Rosa, CA 95403 · (707) 538-8027 · Financial planningCRD 307099 · % of assets, Hourly charges, Fixed fees · $3.3 million AUMState registeredNo commissions reportedClifford Financial Planning, INC.3035 Cleveland Avenue, Suite 206 · Santa Rosa, CA 95403 · (707) 526-1203 · Financial planningCRD 112978 · % of assets, Hourly charges, Fixed fees · $42.9 million AUMState registeredNo commissions reportedEnspire Wealth Management, LLC90 South E Street, Suite 300 · Santa Rosa, CA 95404 · (707) 525-1099 · Financial planningCRD 325723 · % of assets, Fixed fees · $119.3 million AUMSEC registeredNo commissions reportedJdh Wealth Management, LLC181 Concourse Boulevard, Suite a · Santa Rosa, CA 95403 · (707) 542-1110 · Financial planningCRD 112474 · % of assets, Hourly charges, Fixed fees · $494.9 million AUMSEC registeredNo commissions reportedMadson Wealth Advisors INC.1160 North Dutton Ave, Ste 210 · Santa Rosa, CA 95401 · (707) 578-6850 · Financial planningCRD 338608 · % of assets, Hourly charges, Fixed fees · $208.7 million AUMSEC registeredNo commissions reportedMiles Brown Asset Management4863 Old Redwood Highway, Suite B · Santa Rosa, CA 95403 · (707) 595-8702 · Financial planningCRD 283960 · % of assets, Hourly charges, Fixed fees · $73.4 million AUMState registeredNo commissions reportedSonoma Allocations50 Old Courthouse Square, Suite 300 · Santa Rosa, CA 95404 · (707) 490-8842 · Financial planningCRD 335435 · % of assets, Fixed fees · $350.0 million AUMSEC registeredNo commissions reportedSwad Wealth Management LLC100 Stony Point Rd, Suite 244 · Santa Rosa, CA 95401 · (707) 899-1010 · Financial planningCRD 319218 · % of assets, Hourly charges, Fixed fees · $111.1 million AUMSEC registeredNo commissions reported