Fee-OnlyFinder

Flat / fixed fees in Tustin, CA

6 advisers in Tustin 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

Barnett Financial Planning1442 Irvine Blvd., #212 · Tustin, CA 92780 · (714) 731-6300 · Financial planningCRD 144590 · Hourly charges, Fixed fees · $66.7 million AUMState registeredNo commissions reportedCrosspoint Financial, LLC14471 Chambers Road, #208 · Tustin, CA 92780 · (714) 617-4463 · Financial planningCRD 286443 · % of assets, Hourly charges, Fixed fees · $157.1 million AUMSEC registeredNo commissions reportedEdward Haro Financial, LLC18031 Irvine Blvd.,, Suite 111 · Tustin, CA 92780 · (714) 760-4276 · Financial planningCRD 328012 · % of assets, Hourly charges, Fixed fees · $16.7 million AUMState registeredNo commissions reportedFinancial Advisors Network, INC.1432 Edinger Avenue, Suite 200 · Tustin, CA 92780 · (714) 597-6510 · Financial planningCRD 152083 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedKfico, LLC Registered Investment Advisor2552 Walnut Ave., Suite 140 · Tustin, CA 92780 · (714) 734-8899 · Financial planningCRD 155673 · % of assets, Hourly charges, Fixed fees · $42.8 million AUMState registeredNo commissions reportedPeaceful Advisors LLC17291 Irvine Blvd Suite 260 · Tustin, CA 92782 · (949) 689-5229 · Financial planningCRD 290238 · % of assets, Fixed fees · $8.4 million AUMState registeredNo commissions reported