Flat / fixed fees in Flagstaff, AZ

3 advisers in Flagstaff 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 3

Dwyer Financial, LLC2615 N. Fourth St. #5 · Flagstaff, AZ 86004 · (928) 774-7679 · Financial planningCRD 288470 · % of assets, Hourly charges, Fixed fees · $53.6 million AUMState registeredNo commissions reported Heffernan Advisory, INC.809 W. Riordan Road, Suite 104 · Flagstaff, AZ 86001 · (928) 774-9598 · Financial planningCRD 116771 · % of assets, Fixed fees, Other · $409.6 million AUMSEC registeredNo commissions reported Vora Wealth Management, PLLC2500 S. Woodlands Village Boulevard, Suite 3 · Flagstaff, AZ 86001 · (928) 526-8672 · Financial planningCRD 153559 · % of assets, Hourly charges, Fixed fees · $74.8 million AUMSEC registeredNo commissions reported