Fee-OnlyFinder

Flat / fixed fees in Phoenix, AZ

39 advisers in Phoenix 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 39

17 Capital Partners, LLC4417 N. 40th Street, Suite 300 · Phoenix, AZ 85018 · (602) 718-1177 · Financial planningCRD 283013 · % of assets, Fixed fees · $246.4 million AUMSEC registeredNo commissions reportedAbility First2390 E Camelback Rd #130 · Phoenix, AZ 85021 · (410) 336-6118 · Financial planningCRD 300076 · % of assets, Fixed fees · $12.5 million AUMState registeredNo commissions reportedAegis Wealth Partners, LLC3420 E Shea Blvd, Suite 200 · Phoenix, AZ 85028 · (480) 605-1965 · Financial planningCRD 171693 · % of assets, Hourly charges, Fixed fees · $926,137 AUMState registeredNo commissions reportedAlpha Fiduciary6910 E. Chauncey Lane, Suite 205 · Phoenix, AZ 85054 · (480) 505-4033 · Financial planningCRD 144720 · % of assets, Hourly charges, Fixed fees · $114.0 million AUMSEC registeredNo commissions reportedArcwood Financial, LLC7250 N. 16th St, Suite 104 · Phoenix, AZ 85020 · (602) 726-6282 · Financial planningCRD 189512 · % of assets, Fixed fees, Other · $186.6 million AUMSEC registeredNo commissions reportedAwm Capital, LLC1 N. 1st Street, Suite 525 · Phoenix, AZ 85004 · (323) 940-1339 · Financial planningCRD 287980 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedBridgeport Financial Solutions2700 N Central Ave, Suite 1200 · Phoenix, AZ 85004 · (877) 411-2737 · Financial planningCRD 325485 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedBrookwood Investment Group3930 E. Ray Road, Suite 155 · Phoenix, AZ 85044 · (480) 351-4740 · Financial planningCRD 316544 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedDynamic2415 East Camelback Road, Suite 700 · Phoenix, AZ 85016 · (877) 257-3840 · Financial planningCRD 151367 · % of assets, Hourly charges, Fixed fees · $5.6 billion AUMSEC registeredNo commissions reportedEaton-Cambridge INC.5090 N. 40th Street Suite 205 · Phoenix, AZ 85018 · (480) 385-7399 · Financial planningCRD 116798 · % of assets, Hourly charges, Fixed fees · $480.7 million AUMSEC registeredNo commissions reported
Ebis2550 W. Union Hills Dr., Suite 350 · Phoenix, AZ 85027 · (917) 774-5199 · Financial planningCRD 164024 · % of assets, Hourly charges, Fixed fees · $9.2 million AUMState registeredNo commissions reportedEndeavor Advisors LLC2801 E Camelback Rd, Suite 200 · Phoenix, AZ 85016 · (480) 550-8316 · Financial planningCRD 309563 · % of assets, Fixed fees · $114.4 million AUMSEC registeredNo commissions reportedFarnam Financial2415 E Camelback Rd, Ste 700 · Phoenix, AZ 85016 · (602) 603-4000 · Financial planningCRD 306180 · % of assets, Hourly charges, Fixed fees · $161.4 million AUMSEC registeredNo commissions reportedForward Financial Planning LLC4539 N 22nd St, Ste 7033 · Phoenix, AZ 85016 · (720) 734-9818 · Financial planningCRD 322647 · % of assets, Hourly charges, Fixed fees · $2.6 million AUMState registeredNo commissions reportedFoundations Investment Advisors LLC4050 E. Cotton Center Blvd., Suite 40 · Phoenix, AZ 85040 · (480) 626-2979 · Financial planningCRD 175083 · % of assets, Hourly charges, Fixed fees · $10.1 billion AUMSEC registeredNo commissions reportedKeats, Connelly & Associates, INC3336 N. 32nd Street, Suite 100 · Phoenix, AZ 85018 · (602) 955-5007 · Financial planningCRD 148884 · Hourly charges, Fixed fees, OtherState registeredNo commissions reportedKerns Legacy Planning3509 E Shea Blvd, Ste 109 · Phoenix, AZ 85028 · (602) 556-0962 · Financial planningCRD 340407 · % of assets, Fixed fees · $276,830 AUMState registeredNo commissions reportedKrueger Financial15215 S 48th Street, #170 · Phoenix, AZ 85044 · (602) 438-2199 · Financial planningCRD 113862 · Fixed feesState registeredNo commissions reportedMathis Wealth Management7210 N 16th Street · Phoenix, AZ 85020 · (602) 393-0501 · Financial planningCRD 172858 · % of assets, Hourly charges, Fixed fees · $212.8 million AUMSEC registeredNo commissions reportedMontebello Avenue2801 E. Camelback Road, Suite 200 · Phoenix, AZ 85016 · (602) 960-8576 · Financial planningCRD 287726 · % of assets, Hourly charges, Fixed fees · $60.0 million AUMState registeredNo commissions reportedOverland Advisors2200 E Camelback Road, Suite 210 · Phoenix, AZ 85016 · (888) 248-2170 · Financial planningCRD 334738 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedPersonal Benefits Planning LLC2701 East Thomas Road, Suite a · Phoenix, AZ 85016 · (602) 955-5742 · Financial planningCRD 172531 · % of assets, Hourly charges, Fixed fees · $3.0 million AUMState registeredNo commissions reportedPfg Advisors3200 N. Central Ave, Suite #200 · Phoenix, AZ 85012 · (800) 405-8850 · Financial planningCRD 173344 · % of assets, Hourly charges, Fixed fees · $3.3 billion AUMSEC registeredNo commissions reportedProcess Design Capital Management LLC7301 N. 16th St #102 · Phoenix, AZ 85020 · (480) 386-0491 · Financial planningCRD 170789 · % of assets, Fixed fees · $78.0 million AUMState registeredNo commissions reportedProfocus Incorporated5010 East Warner Road, Suite 202 · Phoenix, AZ 85044 · (480) 598-9960 · Financial planningCRD 113954 · % of assets, Hourly charges, Fixed fees · $156.5 million AUMSEC registeredNo commissions reportedReach One Teach One Financial4435 E Chandler Blvd, Suite 200 · Phoenix, AZ 85048 · (888) 877-1138 · Financial planningCRD 323834 · % of assets, Hourly charges, Fixed fees · $8.3 million AUMState registeredNo commissions reportedSharpepoint, LLC5090 N. 40th Street, Suite 200 · Phoenix, AZ 85018 · (480) 999-3033 · Financial planningCRD 290719 · % of assets, Hourly charges, Fixed fees · $222.8 million AUMSEC registeredNo commissions reportedSovereign Investment Advisors LLC3930 E Ray Road Suite 170 · Phoenix, AZ 85044 · (480) 385-2850 · Flat / fixed feesCRD 149040 · % of assets, Fixed fees · $3.3 billion AUMSEC registeredNo commissions reportedStewardship Wealth Advisors1440 E. Missouri Avenue, Suite C115 · Phoenix, AZ 85014 · (623) 251-7282 · Financial planningCRD 202512 · % of assets, Fixed fees · $93.1 million AUMState registeredNo commissions reportedTactical Tax Wealth Management2990 E. Northern Avenue, Suite D106 · Phoenix, AZ 85028 · (888) 267-8817 · Financial planningCRD 325242 · % of assets, Hourly charges, Fixed fees · $27.8 million AUMState registeredNo commissions reportedTandem Wealth Advisors1850 N. Central Avenue, Suite 330 · Phoenix, AZ 85004 · (602) 297-8600 · Financial planningCRD 157794 · % of assets, Fixed fees · $261.5 million AUMSEC registeredNo commissions reportedTfo Family Office Partners5060 North 40th Street, Suite 200 · Phoenix, AZ 85018 · (602) 466-2611 · Financial planningCRD 159440 · % of assets, Hourly charges, Fixed fees · $5.0 billion AUMSEC registeredNo commissions reportedThe Coleridge Group LLC11811 N. Tatum Blvd, Ste 3031 · Phoenix, AZ 85028 · (623) 252-6661 · Financial planningCRD 108335 · Hourly charges, Fixed fees · $56.0 million AUMState registeredNo commissions reportedThe Planning Associates, INC.15215 S. 48th St., Suite 130 · Phoenix, AZ 85044 · (480) 993-3757 · Financial planningCRD 121808 · % of assets, Hourly charges, Fixed fees · $32.2 million AUMState registeredNo commissions reportedVersant Capital Management, INC.2394 East Camelback Road, Suite 100 · Phoenix, AZ 85016 · (602) 635-3760 · Financial planningCRD 131692 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedWall Capital Group, INC.2550 W. Union Hills Drive, Suite 350 · Phoenix, AZ 85027 · (623) 242-6332 · Financial planningCRD 105913 · % of assets, Fixed fees · $294.7 million AUMSEC registeredNo commissions reportedWestmark Wealth Management5050 North 40th Street, Ste 140 · Phoenix, AZ 85018 · (602) 887-5179 · Flat / fixed feesCRD 334109 · % of assets, Fixed fees · $195.4 million AUMSEC registeredNo commissions reportedWilbert Guilford, Cfp, PLLC1502 W. Willow Ave · Phoenix, AZ 85029 · (602) 298-6373 · Financial planningCRD 310846 · Hourly charges, Fixed feesState registeredNo commissions reportedWisdom Wealth Investment Advisors LLC6930 E. Chauncy Lane, Suite 220 · Phoenix, AZ 85054 · (602) 494-4100 · Financial planningCRD 170536 · % of assets, Hourly charges, Fixed fees · $138.8 million AUMSEC registeredNo commissions reported