Fee-OnlyFinder

Flat / fixed fees in Sherman Oaks, CA

6 advisers in Sherman Oaks 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

Beverly Hills Financial Planners, LLC14724 Ventura Boulevard, Suite 800 · Sherman Oaks, CA 91403 · (310) 205-9000 · Financial planningCRD 137638 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedBillfold Budget Counseling14900 Magnolia Blvd, #55474 · Sherman Oaks, CA 91403 · (818) 522-0975 · Financial planningCRD 305073 · Hourly charges, Subscription fees, Fixed feesState registeredNo commissions reportedHighline Wealth Partners15260 Ventura Blvd., Suite 855 · Sherman Oaks, CA 91403 · (818) 340-0157 · Financial planningCRD 284712 · % of assets, Hourly charges, Fixed fees · $867.9 million AUMSEC registeredNo commissions reportedKatam Hill LLC15233 Ventura Boulevard, Suite 535 · Sherman Oaks, CA 91403 · (747) 292-6317 · Flat / fixed feesCRD 306521 · % of assets, Fixed fees, Performance-based fees · $42.4 million AUMState registeredNo commissions reportedMostt INC.14140 Ventura Blvd., Ste 201 · Sherman Oaks, CA 91423 · (310) 923-0363 · Flat / fixed feesCRD 332063 · Fixed fees · $254,054 AUMSEC registeredNo commissions reportedShucha Wealth Management LLC13743 Ventura Boulevard, #280 · Sherman Oaks, CA 91423 · (818) 538-9021 · Financial planningCRD 315690 · % of assets, Hourly charges, Fixed fees · $12.6 million AUMState registeredNo commissions reported