Fee-OnlyFinder

Flat / fixed fees in Sausalito, CA

3 advisers in Sausalito 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

Abunda Financial, LLCOne Harbor Drive, Suite 300 · Sausalito, CA 94965 · (415) 339-8944 · Financial planningCRD 120177 · % of assets, Fixed fees · $103.1 million AUMState registeredNo commissions reportedAperio Group, LLCThree Harbor Drive, Suite 204 · Sausalito, CA 94965 · (415) 339-4300 · Flat / fixed feesCRD 111616 · % of assets, Fixed fees · $152.1 billion AUMSEC registeredNo commissions reportedVerity Wealth Advisors, LLCOne Harbor Drive, Suite 300 · Sausalito, CA 94965 · (415) 561-3340 · Financial planningCRD 126742 · % of assets, Hourly charges, Fixed fees · $278.5 million AUMSEC registeredNo commissions reported