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Flat-fee financial advisors in California

All 2,105 advisors

Flat-fee financial advisors in California: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Georgia Nordquist Premier Financial Group Eureka Not listed Percentage of assets, Fixed fees
Gerald Fegler Contango Wealth Management Oakland Not listed Percentage of assets, Hourly
Gerald Graves Filigree Wealth Advisors Laguna Niguel Not listed Percentage of assets, Hourly
Ginger Weber Premier Financial Group Eureka Not listed Percentage of assets, Fixed fees
Glen Calkins Ketron Financial Novato Not listed Percentage of assets, Fixed fees
Glen Davenport Davenport Wealth Advisors Castro Valley Not listed Percentage of assets, Fixed fees
Glenn Andrade AFS Investments Turlock Not listed Percentage of assets, Hourly
Gordon Shuler Index Fund Advisors Irvine Not listed Percentage of assets, Fixed fees
Gregory Ashcraft R & R Financial Temecula Not listed Percentage of assets, Fixed fees
Gregory Crawford Crawford Financial Planning & Consulting Modesto Not listed Percentage of assets, Hourly
Gregory Metzger North Pier Fiduciary Management Marina Del Rey Not listed Percentage of assets, Fixed fees
Griffin Sheehy Willow Creek Wealth Management Sebastopol Not listed Percentage of assets, Hourly
Harrison Lazarus, Jr. Harrison Lazarus Advisors San Francisco Not listed Percentage of assets, Hourly
Hugo Gutierrez Mozqueda Portfolio Advisors Fresno Not listed Percentage of assets, Hourly
Hugo Lopez Lighthouse Advisory Services San Diego Not listed Percentage of assets, Hourly
Hui-Chiung Tseng Halcyon Investment Advisor Los Angeles Not listed Percentage of assets, Hourly
I-Jung Hsiao Halcyon Investment Advisor Los Angeles Not listed Percentage of assets, Hourly
Ida Jardines Martin & Company Valencia Not listed Percentage of assets, Hourly
Igor Mokhov CIF Advisors Sacramento Not listed Percentage of assets, Hourly
Ira Ravitz Beverly Hills Private Wealth Beverly Hills Not listed Percentage of assets, Hourly
Jack Andrews Athena Investment Management Pasadena Not listed Percentage of assets, Hourly
Jack Harrington Hillcrest Financial Group Thousand Oaks Not listed Percentage of assets, Fixed fees
Jackson Steuber Foundry Financial Pasadena Not listed Percentage of assets, Fixed fees
Jacob Rodriguez Sierra Pacific Private Wealth Pleasanton Not listed Percentage of assets, Hourly
James Bowler Colsara National Wealth Management San Diego Not listed Percentage of assets, Hourly
James Eckley Hardworking Capital Advisors Oxnard Not listed Percentage of assets, Hourly
James Gerber Integris Wealth Management Monterey Not listed Percentage of assets, Hourly
James Koch Koch Capital Management Alamo Not listed Percentage of assets, Fixed fees
James McClure O'boyle Wealth Management Beverly Hills Not listed Percentage of assets, Hourly
James Patterson Premier Financial Planning Valley Center Not listed Percentage of assets, Hourly
James Payne Molano Wealth Management Visalia Not listed Percentage of assets, Hourly
James Salter Blossom Wealth Management San Ramon Not listed Percentage of assets, Hourly
James Scheinberg North Pier Fiduciary Management Marina Del Rey Not listed Percentage of assets, Fixed fees
Jamshid Kekobad Grant Private Wealth Management Pleasanton Not listed Percentage of assets, Hourly
Jason Hathaway Legacy Wealth Advisors Newport Beach Not listed Percentage of assets, Fixed fees
Jason Richter Rylander Richter El Segundo Not listed Percentage of assets, Fixed fees
Jeffrey Garagliano Alliance Advisory & Securities Westlake Village Not listed Percentage of assets, Hourly
Jeffrey Robinson The Wealth Collaborative Corona Del Mar Not listed Percentage of assets, Fixed fees
Jeffrey Wheeler The Wealth Collaborative Corona Del Mar Not listed Percentage of assets, Fixed fees
Jennifer Mulder Pathway Financial Services Los Angeles Not listed Percentage of assets, Hourly
Jeremy Kallmann Maclean Capital Advisors Indian Wells Not listed Percentage of assets, Hourly
Jeremy Lindsey Clarity Advisors Group Redlands Not listed Percentage of assets, Fixed fees
Jeremy Nadel Nadel Private Wealth San Jose Not listed Percentage of assets, Hourly
Jeremy Sorci Premier Financial Group Eureka Not listed Percentage of assets, Fixed fees
Jess Sansone KTF Investments Seal Beach Not listed Percentage of assets, Fixed fees
Jessica Cutler Integris Wealth Management Monterey Not listed Percentage of assets, Hourly
Jessica Henderson South Bay Financial Partners Torrance Not listed Percentage of assets, Hourly
Johanna King King Wealth Advisors San Mateo Not listed Percentage of assets, Hourly
John Bargmann The Pacific Center for Financial Services Danville Not listed Percentage of assets, Hourly
John Callagy Asage Financial Lafayette Not listed Percentage of assets, Hourly