Fee-OnlyFinder

Flat / fixed fees in Torrance, CA

12 advisers in Torrance 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 12

Advanced Portfolio Strategies3625 Del Amo Blvd, Suite 190 · Torrance, CA 90503 · (310) 776-6549 · Financial planningCRD 284697 · % of assets, Hourly charges, Fixed fees · $217.4 million AUMSEC registeredNo commissions reportedAihara Wealth Management LLC2390 Crenshaw Blvd, Suite E508 · Torrance, CA 90501 · (310) 796-6731 · Financial planningCRD 332749 · % of assets, Hourly charges, Fixed fees · $1.4 million AUMState registeredNo commissions reportedAlbitz/miloe and Associates, INC.23133 Hawthorne Blvd., Ste 305 · Torrance, CA 90505 · (310) 373-8861 · Hourly feesCRD 104777 · % of assets, Hourly charges, Fixed fees · $820.6 million AUMSEC registeredNo commissions reportedAlessandra Capital Management, LLC23670 Hawthorne Boulevard, Suite 207 · Torrance, CA 90505 · (310) 377-9220 · Financial planningCRD 123305 · % of assets, Hourly charges, Fixed fees · $153.5 million AUMSEC registeredNo commissions reportedDorsey Wealth Management, LLC21250 Hawthorne Blvd., Suite 500 · Torrance, CA 90503 · (310) 370-7776 · Financial planningCRD 158752 · % of assets, Hourly charges, Fixed fees · $58.4 million AUMState registeredNo commissions reportedEp Wealth Advisors21535 Hawthorne Blvd, Suite 400 · Torrance, CA 90503 · (310) 543-4559 · Financial planningCRD 111147 · % of assets, Hourly charges, Fixed fees · $45.1 billion AUMSEC registeredNo commissions reportedLegacy Financial Group19191 South Vermont, Suite 100 · Torrance, CA 90502 · (310) 756-1700 · Financial planningCRD 115901 · % of assets, Hourly charges, Fixed fees · $20.1 million AUMState registeredNo commissions reportedMq Private Wealth3838 W Carson St., Suite 370 · Torrance, CA 90503 · (310) 269-0869 · Financial planningCRD 341042 · % of assets, Hourly charges, Fixed fees · $86.9 million AUMSEC registeredNo commissions reportedPutman Capital Management, INC.3625 Del Amo Blvd, Suite 120 · Torrance, CA 90503 · (310) 792-9999 · Financial planningCRD 135995 · % of assets, Hourly charges, Fixed fees · $15.9 million AUMState registeredNo commissions reportedSouth Bay Financial Partners21515 Hawthorne Blvd, Suite 200 · Torrance, CA 90503 · (310) 792-4189 · Financial planningCRD 175015 · % of assets, Hourly charges, Fixed fees · $114.8 million AUMSEC registeredNo commissions reported
Taylor Wealth Management, LLC3655 Torrance Blvd., Suite 347 · Torrance, CA 90503 · (310) 540-8000 · Financial planningCRD 132955 · Hourly charges, Fixed fees · $170.5 million AUMSEC registeredNo commissions reportedTortuga Wealth Management1957 Carson Street, Suite 100 · Torrance, CA 90501 · (310) 935-0275 · Financial planningCRD 153737 · % of assets, Hourly charges, Fixed fees · $222.9 million AUMSEC registeredNo commissions reported