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Flat / fixed fees in Mesa, AZ

11 advisers in Mesa 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 11

Epl Investment Advisory LLC3035 S Ellsworth Road, 109 · Mesa, AZ 85212 · (480) 831-1731 · Hourly feesCRD 118168 · % of assets, Hourly charges, Fixed fees · $22.0 million AUMState registeredNo commissions reported Fleming Financial Services4702 E. Southern Av · Mesa, AZ 85206 · (480) 632-8770 · Financial planningCRD 145717 · % of assets, Hourly charges, Fixed fees · $58.0 million AUMState registeredNo commissions reported Immaculate Wealth Management, LLC2500 S. Power Road, Suite 111 · Mesa, AZ 85209 · (480) 776-3511 · Financial planningCRD 167657 · % of assets, Hourly charges, Fixed fees · $140.8 million AUMSEC registeredNo commissions reported Integrated Financial Solutions, PLLC7115 E. Baseline Rd. Ste. 110 · Mesa, AZ 85209 · (855) 275-4437 · Financial planningCRD 291326 · % of assets, Hourly charges, Fixed fees · $85.0 million AUMState registeredNo commissions reported Jariwala Financial Wellness, LLC7133 East Posada Avenue · Mesa, AZ 85212 · (480) 262-9243 · Financial planningCRD 338561 · Subscription fees, Fixed feesState registeredNo commissions reported Larson Wealth Management, LLC1118 N Recker Rd, Suite 107 · Mesa, AZ 85205 · (480) 699-5540 · Financial planningCRD 160847 · % of assets, Hourly charges, Fixed fees · $37.1 million AUMState registeredNo commissions reported Overson Advisory Group2500 South Power Road, Suite 111 · Mesa, AZ 85209 · (480) 776-3550 · Financial planningCRD 165648 · % of assets, Fixed fees · $21.7 million AUMState registeredNo commissions reported Public Safety Financial/galloway1138 N Alma School Rd, Suite 201 · Mesa, AZ 85201 · (480) 325-8668 · Financial planningCRD 141091 · % of assets, Fixed fees, Other · $17.9 million AUMSEC registeredNo commissions reported Ridgeline Private Wealth2929 N Power Rd, Ste 101 · Mesa, AZ 85215 · (480) 779-0127 · Financial planningCRD 318258 · % of assets, Fixed fees, Other · $172.8 million AUMSEC registeredNo commissions reported Rovin Capital1 N. Macdonald, Suite 201 · Mesa, AZ 85201 · (480) 739-2110 · Financial planningCRD 152662 · % of assets, Hourly charges, Fixed fees · $917.3 million AUMSEC registeredNo commissions reported Tarascio Financial Planning, LLC4540 E Baseline Rd, Suite 106 · Mesa, AZ 85206 · (503) 995-3120 · Financial planningCRD 313228 · % of assets, Fixed fees, Other · $17.7 million AUMState registeredNo commissions reported