Fee-OnlyFinder

Flat / fixed fees in Valencia, CA

5 advisers in Valencia 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

Avinci Wealth Management, INC.23929 Valencia Blvd, Suite 404 · Valencia, CA 91355 · (888) 855-2612 · Financial planningCRD 327780 · % of assets, Fixed fees · $10.3 million AUMState registeredNo commissions reportedFinancial Security Solutions, Corp.23734 Valencia Blvd,, Suite 200 · Valencia, CA 91355 · (818) 344-7177 · Financial planningCRD 124085 · % of assets, Hourly charges, Fixed fees · $69.0 million AUMState registeredNo commissions reportedProsperitas Financial, LLC25060 Avenue Stanford, Suite 100 · Valencia, CA 91355 · (661) 255-9555 · Financial planningCRD 315768 · % of assets, Hourly charges, Fixed fees · $812.5 million AUMSEC registeredNo commissions reportedSocal Planners, INC28245 Ave Crocker, Suite 100 · Valencia, CA 91355 · (661) 200-5657 · Financial planningCRD 173062 · % of assets, Hourly charges, Fixed fees · $2.8 million AUMState registeredNo commissions reportedWealth Planning Group, INC.25152 Springfield Court, Suite 345 · Valencia, CA 91355 · (661) 259-5559 · Financial planningCRD 143222 · % of assets, Hourly charges, Fixed fees · $47.7 million AUMState registeredNo commissions reported