Fee-OnlyFinder

Flat / fixed fees in Temecula, CA

5 advisers in Temecula 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 5

Bridger Financial Services, LLC27420 Jefferson Ave, Suite 104a · Temecula, CA 92590 · (951) 244-6702 · Financial planningCRD 298563 · % of assets, Hourly charges, Fixed fees · $40.2 million AUMState registeredNo commissions reportedCme Strategic Wealth Management43537 Ridge Park Drive, Suite 100 · Temecula, CA 92590 · (951) 350-3670 · Financial planningCRD 282471 · % of assets, Hourly charges, Fixed fees · $643,816 AUMState registeredNo commissions reportedGranite Wealth Advisors43471 Ridge Park Drive, Ste E3 · Temecula, CA 92590 · (951) 383-4885 · Financial planningCRD 305179 · % of assets, Fixed fees · $53.5 million AUMState registeredNo commissions reportedNational Retirement Institute43537 Ridge Park Drive · Temecula, CA 92590 · (877) 745-0008 · Financial planningCRD 339474 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedTeam Wealth & Tax Advisors40395 Winchester Road, Suite a · Temecula, CA 92591 · (951) 308-6444 · Financial planningCRD 309411 · % of assets, Fixed fees · $251.1 million AUMSEC registeredNo commissions reported