Fee-OnlyFinder

Flat / fixed fees in Woodland Hills, CA

8 advisers in Woodland Hills 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 8

Bruin Wealth Advisors LLC21800 Oxnard Street, Suite 420 · Woodland Hills, CA 91367 · (818) 907-9700 · Financial planningCRD 329169 · % of assets, Hourly charges, Fixed fees · $37.1 million AUMState registeredNo commissions reportedCoulombe and Sons Wealth Management21300 Victory Boulevard, Suite 300 · Woodland Hills, CA 91367 · (818) 485-2335 · Financial planningCRD 328371 · % of assets, Hourly charges, Fixed fees · $5.3 million AUMState registeredNo commissions reportedHesen & Haslam21031 Ventura Blvd, Ste #424 · Woodland Hills, CA 91364 · (818) 200-1107 · Financial planningCRD 286235 · % of assets, Hourly charges, Fixed fees · $283.7 million AUMSEC registeredNo commissions reportedOder Investment Management, LLC21300 Victory Blvd, Suite 855 · Woodland Hills, CA 91367 · (818) 676-0036 · Financial planningCRD 134506 · % of assets, Fixed fees · $366.7 million AUMSEC registeredNo commissions reportedPacific Oak Financial Planning LLC6303 Owensmouth Ave, 10th Floor · Woodland Hills, CA 91367 · (818) 208-8686 · Financial planningCRD 226649 · % of assets, Hourly charges, Fixed fees · $7.7 million AUMState registeredNo commissions reportedParagon Financial Partners5850 Canoga Avenue, Suite 400 · Woodland Hills, CA 91367 · (310) 557-1515 · Financial planningCRD 158041 · % of assets, Hourly charges, Fixed fees · $329.6 million AUMSEC registeredNo commissions reportedR-Tech Advisors, INC.21331 Costanso Street · Woodland Hills, CA 91364 · (818) 883-5356 · Financial planningCRD 146541 · % of assets, Hourly charges, Fixed fees · $61.5 million AUMState registeredNo commissions reportedVentura Advisors21860 Burbank Blvd., Suite 100 · Woodland Hills, CA 91367 · (818) 857-5080 · Financial planningCRD 132040 · % of assets, Hourly charges, Fixed fees · $80.6 million AUMState registeredNo commissions reported