Fee-OnlyFinder

Flat / fixed fees in Stockton, CA

4 advisers in Stockton 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

Dkm Wealth Management, INC.10100 Trinity Parkway, Suite 450 · Stockton, CA 95219 · (209) 800-5855 · Financial planningCRD 316778 · % of assets, Fixed fees · $316.8 million AUMSEC registeredNo commissions reportedFindec Wealth Services, INC.1776 W. March Lane, Suite 190 · Stockton, CA 95207 · (209) 957-7413 · Financial planningCRD 311949 · % of assets, Hourly charges, Fixed fees · $627.9 million AUMSEC registeredNo commissions reportedGoldstrand Planning Group2800 W. March Lane, Suite 326 · Stockton, CA 95219 · (209) 472-7000 · Financial planningCRD 115906 · % of assets, Hourly charges, Fixed fees · $43.1 million AUMState registeredNo commissions reportedLee R. Robinson & Associates5250 Claremont Avenue, Suite 218 · Stockton, CA 95207 · (209) 472-3727 · Financial planningCRD 136458 · % of assets, Fixed fees · $3.9 million AUMState registeredNo commissions reported