Ways to browse Flat-fee advisors serving Pasadena, CA

Pick a specialty to browse more Flat-fee advisors serving Pasadena, CA.

Browse by specialty

Find advisors serving Pasadena, CA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,949
Wealth management	1,882
Retired	1,858
Executive	1,556
Retirement plans for business owners (SEP, solo 401k)	1,223
Tax-loss harvesting	1,200
Private / alternative investments	966
Options & derivatives strategies	837
HENRY (High Earners, Not Rich Yet)	728
Charitable giving & philanthropy	494
Real estate investing	480
College savings (529s, UTMA, etc.)	466
Active portfolio management	462
Approaching retirement	404
ESG / Sustainable investing	382
Established Professionals	366
General retirement planning	344
Business exit / sale strategy	302
Concentrated stock management	291
Passive / index investing	248
Retirement income strategy	241
Annuities	205
Cash flow / budgeting	137
Financial Professional	125
Tax strategies for small businesses	111
Self-Employed	105
Mid-Career Professionals	83
Business ownership considerations	77
Equity compensation tax strategy	74
General estate planning guidance	73
Business succession planning	65
General tax planning	57
Retirement withdrawal strategies	57
Long-term care insurance	55
Debt management	52
Income planning	49
Values-based investing	44
Business sale tax planning	37
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	37
Social Security optimization	36
Factor investing / smart beta	30
Family Business	29
Divorce financial planning	22
Women Professionals	21
Charitable giving tax strategies	10
Doctor or Medical Professional	10
Multi-generational wealth transfer	10
Educators, Teachers, and Academics	8
Life insurance needs analysis	8
Roth conversion strategy	7
Equity Recipients (RS/RSU, SOP, ESPP)	5
Sandwich Generation	4
Technology Professional	4
Business Financial Management	3
Financial coaching / therapy	3
Medicare planning	3
Parents	3

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