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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
Marc Ackerman IFC Advisors Los Angeles Not listed Percentage of assets, Fixed fees
Marcel Doumerc Eden Financial Aliso Viejo Not listed Percentage of assets, Hourly
Marco Mendoza IFC Advisors Los Angeles Not listed Percentage of assets, Fixed fees
Marcus Brutoco Fortuna Investors Dana Point Not listed Percentage of assets, Hourly
Margy Lin Halcyon Investment Advisor Los Angeles Not listed Percentage of assets, Hourly
Marian Wellman International Asset Management San Mateo Not listed Percentage of assets, Fixed fees
Marjan Soleimanieh Marin Wealth Advisors Novato Not listed Percentage of assets, Fixed fees
Mark Banta Banta Asset Management Newport Beach Not listed Percentage of assets, Hourly
Mark Bonds Crystal Cove Asset Management Newport Beach Not listed Percentage of assets, Fixed fees
Mark Dyer Mechfi Sacramento Not listed Percentage of assets, Fixed fees
Mark Hebner Index Fund Advisors Irvine Not listed Percentage of assets, Fixed fees
Mark Keating Willow Creek Wealth Management Sebastopol Not listed Percentage of assets, Hourly
Mark Leavitt Enspire Wealth Management Santa Rosa Not listed Percentage of assets, Fixed fees
Mark Olhoeft Olhoeft Financial San Juan Capistrano Not listed Percentage of assets, Hourly
Mark Zielinski Fiduciary Architects Newport Beach Not listed Percentage of assets, Hourly
Marte Werner NWK Group San Francisco Not listed Percentage of assets, Fixed fees
Martin Irani Cheviot Value Management Beverly Hills Not listed Percentage of assets, Hourly
Martin Rosenzveig Martin W. Rosenzveig & Beverly Hills Not listed Percentage of assets, Hourly
Mary Brunson Index Fund Advisors Irvine Not listed Percentage of assets, Fixed fees
Mary Mizera Premier Financial Group Eureka Not listed Percentage of assets, Fixed fees
Matt Stadelman Navalign Encino Not listed Percentage of assets, Hourly
Matthew Fee Sr99advisors Simi Valley Not listed Percentage of assets, Hourly
Matthew Medeiros Clelland & Company San Diego Not listed Percentage of assets, Hourly
Matthew Theal Evermont Wealth Claremont Not listed Percentage of assets, Hourly
Matthew Warner Peak Financial Planning Canoga Park Not listed Percentage of assets, Fixed fees
Maxwell Madson Madson Wealth Advisors Santa Rosa Not listed Percentage of assets, Hourly
McGinnis McCoy Prism Advisors Studio City Not listed Percentage of assets, Hourly
Melani List Asset Planning Los Alamitos Not listed Percentage of assets, Hourly
Melissa Larson Larson, Orlan Blaine Santa Clarita Not listed Percentage of assets, Hourly
Mercy Tanudjojo Fullguards Financial Santa Cruz Not listed Percentage of assets, Hourly
Mia Carla Dizon Sage Rhino Capital Menlo Park Not listed Percentage of assets, Hourly
Michael Banta Banta Asset Management Newport Beach Not listed Percentage of assets, Hourly
Michael Bergines Prospero Wealth San Jose Not listed Percentage of assets, Hourly
Michael Burke AMB Financial Temecula Not listed Hourly, Fixed fees
Michael Carmo Tempus Wealth Planning Irvine Not listed Percentage of assets, Hourly
Michael Hathaway Epsilon Financial Group Fairfield Not listed Percentage of assets, Hourly
Michael Jeppson Jeppson Wealth Management Manhattan Beach Not listed Percentage of assets, Fixed fees
Michael Jeppson Jeppson Wealth Management Manhattan Beach Not listed Percentage of assets, Fixed fees
Michael Lewis Lewis Advisory Group San Diego Not listed Percentage of assets, Hourly
Michael McCoy Arden Wealth Management Danville Not listed Percentage of assets, Fixed fees
Michael Meylor IFC Advisors Los Angeles Not listed Percentage of assets, Fixed fees
Michael Partlow Navalign Encino Not listed Percentage of assets, Hourly
Michael Pearce Jeppson Wealth Management Manhattan Beach Not listed Percentage of assets, Fixed fees
Michael Riolo Mountain Vista Wealth Management Santa Barbara Not listed Percentage of assets, Hourly
Michael Setlich Westside Financial Advisors Los Angeles Not listed Percentage of assets, Hourly
Michael Starr Stellar Financial Planning Fremont Not listed Percentage of assets, Hourly
Michael Stoner Bull Oak Capital Rancho Santa Fe Not listed Percentage of assets, Fixed fees
Michael Zaidlin Madrone Investment Advisory San Rafael Not listed Fixed fees
Michele Sine Impactadvisor Sf Not listed Percentage of assets, Hourly
Micki Hicks The Leonard Financial Group Riverside Not listed Percentage of assets, Hourly