Fee-OnlyFinder

Flat / fixed fees in Peoria, AZ

5 advisers in Peoria 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 5

21:5 Advisors, LLC16165 North 83rd Avenue, Suite 200 · Peoria, AZ 85382 · (888) 788-5953 · Financial planningCRD 333198 · % of assets, Hourly charges, Fixed fees · $36.2 million AUMState registeredNo commissions reportedClarus Wealth Advisors, LLC9125 W. Thunderbird Road, Suite 100 · Peoria, AZ 85381 · (623) 583-6840 · Financial planningCRD 281160 · % of assets, Hourly charges, Fixed fees · $305.2 million AUMSEC registeredNo commissions reportedClearview Private Wealth24654 N. Lake Pleasant Pkwy, Ste 103-722 · Peoria, AZ 85383 · (623) 227-1158 · Financial planningCRD 338264 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedKingdom Financial Group, LLC14155 N. 83 Ave #144 · Peoria, AZ 85381 · (623) 974-0300 · Financial planningCRD 155676 · % of assets, Hourly charges, Fixed fees · $520.9 million AUMSEC registeredNo commissions reportedLegacy Cornerstone Wealth LLC10815 W Nosean Rd. · Peoria, AZ 85383 · (702) 767-9891 · Financial planningCRD 281027 · % of assets, Hourly charges, Fixed fees · $22.4 million AUMSEC registeredNo commissions reported