Flat / fixed fees in Ventura, CA

3 advisers in Ventura 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 3

Anacapa Financial, LLC1363 Donlon Street, #5 · Ventura, CA 93003 · (805) 715-3536 · Financial planningCRD 305365 · % of assets, Hourly charges, Fixed fees · $68.7 million AUMState registeredNo commissions reported Integrity Wealth Advisors, INC.196 S. Fir St., Suite 140 · Ventura, CA 93001 · (805) 339-0760 · Financial planningCRD 281708 · % of assets, Hourly charges, Fixed fees · $285.5 million AUMSEC registeredNo commissions reported Sherman Asset Management, INC.1500 Palma Dr., Suite 133 · Ventura, CA 93003 · (805) 530-5963 · Financial planningCRD 170861 · % of assets, Fixed fees, Performance-based fees · $140.8 million AUMSEC registeredNo commissions reported