Fee-OnlyFinder

Flat / fixed fees in Prescott, AZ

6 advisers in Prescott 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 6

Brio Financial Planning646 S. Rancho Vista Drive · Prescott, AZ 86303 · (617) 934-0419 · Financial planningCRD 159180 · Fixed fees · $43.4 million AUMState registeredNo commissions reportedDogwood Capital Management1579 W Gurley St Ste a · Prescott, AZ 86305 · (928) 237-5219 · Financial planningCRD 126568 · % of assets, Hourly charges, Fixed fees · $46.0 million AUMState registeredNo commissions reportedLane Brothers Investment Counsel1560 Plaza West Drive · Prescott, AZ 86303 · (928) 776-8870 · Financial planningCRD 105968 · % of assets, Fixed fees · $240.1 million AUMSEC registeredNo commissions reportedMontoya Wealth Management2069 Willow Creek Road · Prescott, AZ 86301 · (928) 778-2370 · Financial planningCRD 285039 · % of assets, Hourly charges, Fixed fees · $71.7 million AUMState registeredNo commissions reportedVictory Wealth Services, LLC3741 Karicio Lane, Suite 2 · Prescott, AZ 86303 · (928) 778-1050 · Financial planningCRD 290270 · % of assets, Fixed fees · $45.4 million AUMState registeredNo commissions reportedYavapai Financial Planning, L.L.C.1458 West Gurley St · Prescott, AZ 86305 · (928) 445-7238 · Financial planningCRD 115912 · % of assets, Hourly charges, Fixed fees · $47.3 million AUMState registeredNo commissions reported