Flat / fixed fees in Simi Valley, CA

4 advisers in Simi Valley 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 4

Bridge the Gap Retirement Planners2655 First Street, Suite 250 · Simi Valley, CA 93065 · (805) 304-9459 · Financial planningCRD 316508 · % of assets, Hourly charges, Fixed fees · $49.1 million AUMState registeredNo commissions reported Hbw Advisory Services LLC2655 1st Street, Suite 250 · Simi Valley, CA 93065 · (800) 473-3856 · Financial planningCRD 143665 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reported The Independent Financial Group2655 First Street, Suite 250 · Simi Valley, CA 93065 · (805) 265-5416 · Financial planningCRD 122910 · % of assets, Hourly charges, Fixed fees · $10.8 million AUMState registeredNo commissions reported Tortuga Advisers LLC2655 First Street, Suite 130 · Simi Valley, CA 93065 · (626) 683-2200 · Flat / fixed feesCRD 137514 · % of assets, Fixed fees · $563.5 million AUMSEC registeredNo commissions reported