Fee-OnlyFinder

Flat / fixed fees in Walnut Creek, CA

24 advisers in Walnut Creek 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 24

Acclaro Wealth Management1840 San Miguel Drive, 202 · Walnut Creek, CA 94596 · (925) 954-4604 · Financial planningCRD 183518 · % of assets, Hourly charges, Fixed fees · $4.6 million AUMState registeredNo commissions reportedBabylon Wealth Management LLC1501 N. Broadway, St. 204 · Walnut Creek, CA 94596 · (925) 448-9880 · Financial planningCRD 283309 · % of assets, Hourly charges, Fixed fees · $35.8 million AUMState registeredNo commissions reportedBoltwood Capital Management2099 Mt. Diablo Blvd, Suite 202 · Walnut Creek, CA 94596 · (415) 433-1550 · Financial planningCRD 110293 · % of assets, Fixed fees · $502.5 million AUMSEC registeredNo commissions reportedBurton Enright Welch1850 Mt. Diablo Boulevard, Suite 335 · Walnut Creek, CA 94596 · (925) 932-8010 · Financial planningCRD 118376 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedCapital Management Advisor Group, LLC1283 Boulevard Way · Walnut Creek, CA 94595 · (925) 935-8200 · Financial planningCRD 304617 · % of assets, Hourly charges, Fixed fees · $234.1 million AUMSEC registeredNo commissions reportedCavu Wealth Advisors, LLC1220 Oakland Blvd., Suite 200 · Walnut Creek, CA 94596 · (925) 289-9902 · Financial planningCRD 340677 · % of assets, Fixed fees · $171.6 million AUMSEC registeredNo commissions reportedDestination Wealth Management1255 Treat Boulevard, Suite 900 · Walnut Creek, CA 94597 · (925) 935-2900 · Financial planningCRD 110365 · % of assets, Hourly charges, Fixed fees · $4.9 billion AUMSEC registeredNo commissions reportedEarned Wealth Advisors, LLC165 Lennon Lane, Suite 200 · Walnut Creek, CA 94598 · (925) 939-2500 · Financial planningCRD 108052 · % of assets, Hourly charges, Fixed fees · $3.1 billion AUMSEC registeredNo commissions reportedEcho45 Advisors LLC1802 Tice Valley Blvd · Walnut Creek, CA 94595 · (877) 432-4645 · Financial planningCRD 307265 · % of assets, Hourly charges, Fixed fees · $227.4 million AUMSEC registeredNo commissions reportedFleming Financial Advising1615 Bonanza Street, Suite 210 · Walnut Creek, CA 94596 · (925) 287-9448 · Financial planningCRD 134146 · % of assets, Hourly charges, Fixed fees · $65.7 million AUMState registeredNo commissions reported
Ginsberg Financial Strategies2950 Buskirk Ave., Suite 150 · Walnut Creek, CA 94597 · (925) 287-8400 · Financial planningCRD 161151 · % of assets, Hourly charges, Fixed fees · $74.8 million AUMState registeredNo commissions reportedGkv Capital Management CO INC1350 Treat Blvd, Suite 260 · Walnut Creek, CA 94597 · (925) 627-8680 · Financial planningCRD 108767 · % of assets, Fixed fees · $357.2 million AUMSEC registeredNo commissions reportedGlobe & Anchor Wealth Management & Financial Planning, LLC700 Ygnacio Valley Road, Suite 280 · Walnut Creek, CA 94596 · (925) 239-0116 · Financial planningCRD 287722 · % of assets, Hourly charges, Fixed fees · $57.5 million AUMState registeredNo commissions reportedIntegrity Wealth Partners, LLC1320 Mt. Diablo Blvd., Suite 200 · Walnut Creek, CA 94596 · (925) 300-3222 · Financial planningCRD 167314 · % of assets, Hourly charges, Fixed fees · $193.9 million AUMSEC registeredNo commissions reportedJ.p. King Advisors, INC.1600 South Main Street, Suite 275 · Walnut Creek, CA 94596 · (925) 935-1555 · Financial planningCRD 112109 · % of assets, Fixed fees · $889.7 million AUMSEC registeredNo commissions reportedMonvia Financial L.P.1990 North California Boulevard, 8th Floor · Walnut Creek, CA 94596 · (925) 255-0004 · Financial planningCRD 165932 · % of assets, Fixed fees · $90.3 million AUMState registeredNo commissions reportedOrderly Finance1501 N Broadway, #200 · Walnut Creek, CA 94596 · (415) 432-9876 · Financial planningCRD 306511 · % of assets, Hourly charges, Fixed fees · $93.2 million AUMState registeredNo commissions reportedPacific Excel Wealth Advisors, INC.925 Ygnacio Valley Rd., Ste 200 · Walnut Creek, CA 94596 · (925) 464-7445 · Financial planningCRD 172356 · % of assets, Fixed fees · $110.8 million AUMSEC registeredNo commissions reportedPathwise1211 Newell Ave, Suite 130 · Walnut Creek, CA 94596 · (925) 939-5607 · Financial planningCRD 174215 · % of assets, Fixed fees · $255.0 million AUMSEC registeredNo commissions reportedSaranap Wealth Advisors1212 Broadway Plaza, Suite 2100 · Walnut Creek, CA 94596 · (925) 482-6590 · Financial planningCRD 284277 · % of assets, Fixed fees · $80.8 million AUMState registeredNo commissions reportedTreehouse Wealth Advisors1600 S Main St., Suite 195 · Walnut Creek, CA 94596 · (415) 887-1416 · Financial planningCRD 292016 · % of assets, Fixed fees · $597.1 million AUMSEC registeredNo commissions reportedVista Advisor Group, LLC2950 Buskirk Avenue, Suite 350 · Walnut Creek, CA 94597 · (925) 476-4646 · Financial planningCRD 307268 · % of assets, Hourly charges, Fixed fees · $314.6 million AUMSEC registeredNo commissions reportedWealth & Tax Planners LLC3021 Citrus Circle, Suite 200 · Walnut Creek, CA 94598 · (925) 938-4300 · Financial planningCRD 136450 · % of assets, Hourly charges, Fixed fees · $75.0 million AUMState registeredNo commissions reportedYoder Wealth Management2033 N Main St., #1060 · Walnut Creek, CA 94596 · (925) 691-5600 · Financial planningCRD 291826 · % of assets, Hourly charges, Fixed fees · $331.2 million AUMSEC registeredNo commissions reported