Flat / fixed fees in Seal Beach, CA

3 advisers in Seal Beach 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

Fineberg Financial Management LLC3020 Old Ranch Parkway, Suite 300 · Seal Beach, CA 90740 · (562) 446-0028 · Financial planningCRD 322268 · % of assets, Hourly charges, Fixed fees · $40.0 million AUMState registeredNo commissions reported Jst Investment Consulting3020 Old Ranch Parkway, Suite 300 · Seal Beach, CA 90740 · (562) 999-4578 · Financial planningCRD 158687 · % of assets, Hourly charges, Fixed fees · $26.6 million AUMState registeredNo commissions reported Ktf Investments, LLC13001 Seal Beach Boulevard, # 250 · Seal Beach, CA 90740 · (562) 606-5834 · Financial planningCRD 337465 · % of assets, Fixed fees · $700.2 million AUMSEC registeredNo commissions reported