Fee-OnlyFinder

Flat / fixed fees in Scottsdale, AZ

82 advisers in Scottsdale 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 82

212 Wealth Management6803 East Main Street, Suite 1121 · Scottsdale, AZ 85251 · (480) 716-7066 · Financial planningCRD 325317 · % of assets, Fixed fees · $2.1 million AUMState registeredNo commissions reported3roots Wealth Partners LLC6908 E Moreland St. · Scottsdale, AZ 85257 · (402) 980-1525 · Financial planningCRD 338300 · % of assets, Hourly charges, Fixed fees · $92.6 million AUMSEC registeredNo commissions reported49th Parallel Wealth Management9375 E. Shea Blvd., Suite 113d · Scottsdale, AZ 85260 · (480) 520-7770 · Financial planningCRD 332829 · % of assets, Hourly charges, Fixed fees · $9.4 million AUMState registeredNo commissions reportedAble Financial Group, LLC8737 E. Via De Commercio, Suite 100 · Scottsdale, AZ 85258 · (480) 258-6104 · Financial planningCRD 323646 · % of assets, Hourly charges, Fixed fees · $732.9 million AUMSEC registeredNo commissions reportedAkkadian Wealth LLC8350 E. Raintree Dr. Ste 245 · Scottsdale, AZ 85260 · (480) 757-4180 · Financial planningCRD 324482 · % of assets, Hourly charges, Fixed fees · $5.0 million AUMState registeredNo commissions reportedAlpha Squared Capital, LLC5020 E. Shea Blvd, #255 · Scottsdale, AZ 85254 · (480) 470-6200 · Financial planningCRD 300797 · % of assets, Hourly charges, Fixed fees · $35.4 million AUMState registeredNo commissions reportedArq Wealth Advisors, LLC8605 E. Raintree Dr, Ste. 240 · Scottsdale, AZ 85260 · (480) 214-9572 · Financial planningCRD 147351 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedAscent Capital Partners, LLC16427 North Scottsdale Road, Suite 410 · Scottsdale, AZ 85254 · (480) 841-6956 · Financial planningCRD 291218 · % of assets, Hourly charges, Fixed fees · $172.0 million AUMSEC registeredNo commissions reportedAxiom Founders Family Office7373 E. Doubletree Ranch Road, Suite 170 · Scottsdale, AZ 85258 · (480) 367-9000 · Financial planningCRD 313318 · % of assets, Hourly charges, Fixed fees · $36.9 million AUMState registeredNo commissions reportedBabin Wealth Management15051 N Kierland Blvd, Floor 3 · Scottsdale, AZ 85254 · (480) 805-8106 · Financial planningCRD 332423 · % of assets, Hourly charges, Fixed fees · $28.6 million AUMState registeredNo commissions reported
Balboa Wealth Partners, INC.6263 North Scottsdale Road, Suite 265 · Scottsdale, AZ 85250 · (480) 801-5010 · Financial planningCRD 282329 · % of assets, Hourly charges, Subscription fees · $1.1 billion AUMSEC registeredNo commissions reportedBayntree Wealth Advisors, LLC7001 North Scottsdale Road, Suite 2055 · Scottsdale, AZ 85253 · (480) 494-2750 · Financial planningCRD 226708 · % of assets, Hourly charges, Fixed fees · $241.1 million AUMSEC registeredNo commissions reportedBedrock Investment Advisors7621 E. Gray Rd. Suite C. · Scottsdale, AZ 85260 · (800) 779-4183 · Financial planningCRD 173131 · % of assets, Hourly charges, Fixed fees · $49.8 million AUMState registeredNo commissions reportedBig Cedar Investment Advisors37850 N 93rd Pl · Scottsdale, AZ 85262 · (414) 477-3577 · Financial planningCRD 281788 · % of assets, Hourly charges, Fixed fees · $92.2 million AUMState registeredNo commissions reportedBlakely Walters Wealth Management3333 N Hayden Road · Scottsdale, AZ 85251 · (480) 776-5897 · Financial planningCRD 324410 · % of assets, Fixed fees · $173.7 million AUMSEC registeredNo commissions reportedBonnema Wealth Management LLC7373 E. Doubletree Ranch Rd., #200 · Scottsdale, AZ 85258 · (480) 206-5081 · Financial planningCRD 173526 · % of assets, Hourly charges, Fixed fees · $109.2 million AUMState registeredNo commissions reportedBradley Wealth LLC16430 N. Scottsdale Road, Suite 230 · Scottsdale, AZ 85254 · (480) 800-8638 · Financial planningCRD 131808 · % of assets, Hourly charges, Fixed fees · $196.7 million AUMSEC registeredNo commissions reportedBridge Financial Strategies11111 N. Scottsdale Road, Suite #205 · Scottsdale, AZ 85254 · (480) 378-2383 · Financial planningCRD 298134 · % of assets, Fixed fees · $89.5 million AUMState registeredNo commissions reportedBridgelight Capital LLC7033 E. Greenway Parkway, Suite 160 · Scottsdale, AZ 85254 · (480) 270-5240 · Financial planningCRD 154920 · % of assets, Fixed fees · $136.4 million AUMSEC registeredNo commissions reportedBurton Wealth Management14358 N Frank Lloyd Wright Blvd., Suite 8 · Scottsdale, AZ 85260 · (480) 629-8144 · Financial planningCRD 171381 · % of assets, Hourly charges, Fixed fees · $43.1 million AUMState registeredNo commissions reportedBusine Wealth4250 N. Drinkwater Blvd., Suite 300 · Scottsdale, AZ 85251 · (858) 255-4274 · Financial planningCRD 172692 · % of assets, Hourly charges, Fixed fees · $76.2 million AUMState registeredNo commissions reportedButtonwood Capital Management (Bcm)17550 North Perimeter Drive, Suite 100 · Scottsdale, AZ 85255 · (480) 305-2105 · Financial planningCRD 174857 · % of assets, Hourly charges, Fixed fees · $380.8 million AUMSEC registeredNo commissions reportedCapital Asset Advisors LLC.6991 E Camelback Rd, 300 · Scottsdale, AZ 85251 · (602) 274-6432 · Financial planningCRD 291635 · % of assets, Hourly charges, Fixed fees · $42.3 million AUMState registeredNo commissions reportedCapital Wealth Alliance, LLC17015 North Scottsdale Road, Suite 250 · Scottsdale, AZ 85255 · (480) 948-7590 · Financial planningCRD 298257 · % of assets, Hourly charges, Fixed fees · $300.3 million AUMSEC registeredNo commissions reportedCole Wealth Management, LLC9332 E Raintree Dr, Suite 100 · Scottsdale, AZ 85260 · (480) 275-6354 · Financial planningCRD 134509 · % of assets, Hourly charges, Fixed fees · $181.1 million AUMSEC registeredNo commissions reportedCorepath Wealth Partners LLC7114 E. Stetson Drive, Suite #205 · Scottsdale, AZ 85251 · (480) 448-0334 · Financial planningCRD 299951 · % of assets, Hourly charges, Fixed fees · $261.2 million AUMSEC registeredNo commissions reportedCsp Financial Group LLC14300 North Northsight Blvd, Suite 120 · Scottsdale, AZ 85260 · (480) 600-9626 · Financial planningCRD 310819 · % of assets, Hourly charges, Fixed fees · $150.6 million AUMSEC registeredNo commissions reportedDegreen Private Wealth, LLC14301 N 87th St, Suite 117 · Scottsdale, AZ 85260 · (440) 409-6352 · Financial planningCRD 332192 · % of assets, Fixed fees · $132.8 million AUMSEC registeredNo commissions reportedDew Wealth Management8888 E. Raintree Drive, Suite 110 · Scottsdale, AZ 85260 · (480) 614-9119 · Financial planningCRD 114148 · % of assets, Fixed fees, Other · $464.7 million AUMSEC registeredNo commissions reportedExeter Financial, LLC7001 N. Scottsdale Road, Suite 1040 · Scottsdale, AZ 85253 · (480) 588-0830 · Financial planningCRD 143420 · % of assets, Hourly charges, Fixed fees · $420.2 million AUMSEC registeredNo commissions reportedFinancial Consulting Professionals, LLC7028 E. Friess Drive · Scottsdale, AZ 85254 · (480) 463-0842 · Financial planningCRD 296627 · % of assets, Fixed fees · $10.4 million AUMState registeredNo commissions reportedFortitude Family Office7500 N Dobson Rd, Suite 151 · Scottsdale, AZ 85256 · (602) 834-0089 · Financial planningCRD 317615 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedGalvin, Gaustad & Stein, LLC7377 E. Doubletree Ranch Road, Suite 250 · Scottsdale, AZ 85258 · (480) 776-1445 · Financial planningCRD 153410 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedGps Investments7702 East Doubletree Ranch Road, Suite 300 · Scottsdale, AZ 85258 · (602) 558-1211 · Financial planningCRD 333381 · % of assets, Fixed fees · $127.7 million AUMSEC registeredNo commissions reportedHarmony Asset Management LLC16220 N. Scottsdale Road, Suite 300 · Scottsdale, AZ 85254 · (480) 314-5967 · Financial planningCRD 116069 · % of assets, Hourly charges, Fixed fees · $462.5 million AUMSEC registeredNo commissions reportedHarris Investment Advisors LLC6991 E Camelback Rd Ste D300 · Scottsdale, AZ 85251 · (480) 659-8380 · Financial planningCRD 118857 · % of assets, Hourly charges, Fixed fees · $28.0 million AUMState registeredNo commissions reportedHeritage Family Offices, LLP9841 E Bell Rd, Suite 110 · Scottsdale, AZ 85260 · (602) 775-5400 · Financial planningCRD 323930 · % of assets, Fixed fees, Performance-based fees · $423.3 million AUMSEC registeredNo commissions reportedIntelligent Capitalworks16427 North Scottsdale Road, Suite 350 · Scottsdale, AZ 85254 · (480) 951-2900 · Financial planningCRD 135081 · % of assets, Hourly charges, Fixed fees · $376.6 million AUMSEC registeredNo commissions reportedInvest Smart USA, INC.7440 E Pinnacle Peak Road, Suite 144 · Scottsdale, AZ 85255 · (480) 389-0111 · Financial planningCRD 168135 · % of assets, Fixed fees · $45.3 million AUMState registeredNo commissions reportedIronwood Wealth Advisors, LLC7047 E. Greenway Pkwy, Suite 250 · Scottsdale, AZ 85254 · (480) 473-3455 · Financial planningCRD 155276 · % of assets, Hourly charges, Fixed fees · $93.1 million AUMState registeredNo commissions reportedJanus Financial4250 N Drinkwater Blvd, Suite 300 · Scottsdale, AZ 85251 · (480) 826-4878 · Financial planningCRD 323940 · % of assets, Fixed fees · $33.9 million AUMState registeredNo commissions reportedJuncture Wealth Strategies, LLC8777 E. Via De Ventura, Suite 120 · Scottsdale, AZ 85258 · (480) 253-4100 · Financial planningCRD 298110 · % of assets, Fixed fees · $473.6 million AUMSEC registeredNo commissions reportedKarpinski Financial, LLC8020 East Gelding Drive, Suite 106 · Scottsdale, AZ 85260 · (480) 686-9743 · Financial planningCRD 153085 · % of assets, Hourly charges, Fixed fees · $83.6 million AUMState registeredNo commissions reportedKrozel Capital Management, LLC6424 E. Greenway Pkwy, Suite 100 · Scottsdale, AZ 85254 · (480) 702-2301 · Financial planningCRD 174813 · % of assets, Fixed fees · $9.5 million AUMState registeredNo commissions reportedLessard Wealth Management7337 E Doubletree Ranch Road, Suite 195 · Scottsdale, AZ 85258 · (480) 463-4528 · Financial planningCRD 305770 · % of assets, Hourly charges, Fixed fees · $38.6 million AUMState registeredNo commissions reportedLife Moves Wealth Management20715 N. Pima Road Suite 108 · Scottsdale, AZ 85255 · (602) 223-1801 · Financial planningCRD 321261 · % of assets, Hourly charges, Fixed fees · $15.5 million AUMState registeredNo commissions reportedLife Wise Planning Group LLC8700 East Vista Bonita Drive, Suite 216 · Scottsdale, AZ 85255 · (480) 661-4071 · Financial planningCRD 327236 · % of assets, Hourly charges, Fixed fees · $55.0 million AUMState registeredNo commissions reportedLuminescent Wealth Management, INC.16427 North Scottsdale Road, Suite 410 · Scottsdale, AZ 85254 · (602) 838-8870 · Financial planningCRD 337660 · % of assets, Hourly charges, Fixed fees · $127.4 million AUMSEC registeredNo commissions reportedLuminvest Wealth Management LLC9375 E Shea Blvd, Suite 100 · Scottsdale, AZ 85260 · (480) 300-0062 · Financial planningCRD 326261 · % of assets, Fixed fees · $398.0 million AUMSEC registeredNo commissions reportedMsh Capital Advisors LLC23350 N Pima Road · Scottsdale, AZ 85255 · (480) 563-2021 · Financial planningCRD 157835 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedNext Up Wealth Advisors, LLC9375 E Shea Blvd., Suite 100 · Scottsdale, AZ 85260 · (480) 450-7407 · Financial planningCRD 342136 · % of assets, Hourly charges, Fixed fees · $100.2 million AUMSEC registeredNo commissions reportedOcotillo Wealth Management LLC5635 N. Scottsdale Rd., Suite 170 · Scottsdale, AZ 85250 · (480) 729-6281 · Financial planningCRD 288438 · % of assets, Hourly charges, Fixed fees · $15.9 million AUMState registeredNo commissions reportedOne Wealth Capital Management, LLC4900 North Scottsdale Road, Suite 4900 · Scottsdale, AZ 85251 · (855) 663-9584 · Financial planningCRD 331395 · % of assets, Hourly charges, Fixed fees · $306.8 million AUMSEC registeredNo commissions reportedOsaic Wealth, INC.18700 N. Hayden Road, Suite 255 · Scottsdale, AZ 85255 · (800) 821-5100 · Financial planningCRD 23131 · % of assets, Hourly charges, Fixed fees · $234.9 billion AUMSEC registeredNo commissions reportedPelleton Capital Management, LTD.13951 N Scottsdale Road, Suite 225, Suite 225 · Scottsdale, AZ 85254 · (480) 513-1830 · Financial planningCRD 117679 · % of assets, Hourly charges, Fixed fees · $12.0 million AUMState registeredNo commissions reportedPinnacle Peak Private Client Group, LLC18867 N. Thompson Peak Parkway, Ste #225 · Scottsdale, AZ 85255 · (480) 771-4301 · Financial planningCRD 282003 · % of assets, Hourly charges, Fixed fees · $481.1 million AUMSEC registeredNo commissions reportedReleve Financial Group9375 E Shea Blvd, Suite 100 · Scottsdale, AZ 85260 · (612) 801-5440 · Financial planningCRD 285243 · % of assets, Fixed fees · $255.6 million AUMSEC registeredNo commissions reportedRetirement Income and Inheritance Advisors, LLC10446 N 74th St, Ste 220 · Scottsdale, AZ 85258 · (480) 556-7033 · Financial planningCRD 149560 · Hourly charges, Fixed feesState registeredNo commissions reportedSage Financial Advisors INC.8980 E. Raintree Drive, Suite 120 · Scottsdale, AZ 85260 · (480) 305-8060 · Financial planningCRD 116933 · % of assets, Hourly charges, Fixed fees · $270.3 million AUMSEC registeredNo commissions reportedSbc Investment Management, LLC7272 East Indian School Road, Suite 540 · Scottsdale, AZ 85251 · (602) 641-5996 · Financial planningCRD 308391 · % of assets, Fixed fees · $75.7 million AUMState registeredNo commissions reportedScottsdale Wealth Planning, INC.7033 E. Main Street, Suite 104 · Scottsdale, AZ 85251 · (480) 550-8555 · Financial planningCRD 169248 · % of assets, Fixed fees · $171.5 million AUMSEC registeredNo commissions reportedSensible Money, LLC4200 N Marshall Way, Suite 2 · Scottsdale, AZ 85251 · (480) 719-7290 · Financial planningCRD 158641 · % of assets, Fixed fees · $742.5 million AUMSEC registeredNo commissions reportedSg Wealth Managers LLC7900 E Thompson Peak Pkwy, Unit 104 · Scottsdale, AZ 85255 · (480) 597-1743 · Flat / fixed feesCRD 310597 · % of assets, Fixed fees · $41.1 million AUMState registeredNo commissions reportedSierra Legacy Group6424 E. Greenway Parkway, Suite 100 · Scottsdale, AZ 85254 · (775) 322-4500 · Financial planningCRD 172113 · % of assets, Hourly charges, Fixed fees · $152.7 million AUMSEC registeredNo commissions reportedSix Sigma Wealth Advisors, LLC9375 East Shea Blvd., Suite 100 · Scottsdale, AZ 85260 · (480) 669-0069 · Financial planningCRD 290674 · % of assets, Hourly charges, Fixed fees · $5.8 million AUMState registeredNo commissions reportedStableford Capital LLC14648 N. Scottsdale Road, Suite 130 · Scottsdale, AZ 85254 · (480) 493-2300 · Financial planningCRD 173383 · % of assets, Hourly charges, Fixed fees · $305.3 million AUMSEC registeredNo commissions reportedStoker Ostler, a Part of Bmo Financial Group4900 N. Scottsdale Road, Suite 2600 · Scottsdale, AZ 85251 · (480) 890-8088 · Financial planningCRD 111320 · % of assets, Hourly charges, Fixed fees · $3.7 billion AUMSEC registeredNo commissions reportedSuttle Crossland Wealth Advisors, LLC20715 N Pima Road, Suite 108 · Scottsdale, AZ 85255 · (602) 834-3905 · Financial planningCRD 318700 · % of assets, Hourly charges, Fixed fees · $101.1 million AUMSEC registeredNo commissions reportedThe Getzen Group, INC.14362 N Frank Lloyd Wright Blvd, Ste 1000 · Scottsdale, AZ 85260 · (480) 998-8150 · Financial planningCRD 117700 · % of assets, Hourly charges, Fixed fees · $65.1 million AUMState registeredNo commissions reportedTitan Capital Management20715 N Pima Road, Suite 108 · Scottsdale, AZ 85255 · (209) 529-3089 · Financial planningCRD 319447 · % of assets, Fixed fees, Performance-based fees · $84.2 million AUMSEC registeredNo commissions reportedTotal Investment Management, INC.9383 East Bahia Drive, Suite 120 · Scottsdale, AZ 85260 · (480) 998-5735 · Financial planningCRD 108818 · % of assets, Subscription fees, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedTrek Financial8355 East Hartford Drive, Suite 105 · Scottsdale, AZ 85255 · (480) 483-1510 · Financial planningCRD 109376 · % of assets, Hourly charges, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reportedTushaus Wealth Management9141 E Hidden Spur Trail · Scottsdale, AZ 85255 · (480) 620-6560 · Financial planningCRD 314067 · % of assets, Fixed fees · $75.3 million AUMState registeredNo commissions reportedVerus Capital Partners, LLC8300 N Hayden Rd, Suite A207 · Scottsdale, AZ 85258 · (480) 990-3719 · Financial planningCRD 151568 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedVestpointe Wealth Management, LLC7373 E. Doubletree Ranch Rd., Suite 175 · Scottsdale, AZ 85258 · (602) 212-1040 · Financial planningCRD 132591 · % of assets, Hourly charges, Fixed fees · $165.8 million AUMSEC registeredNo commissions reportedWealth Engineering, LLC7373 E. Doubletree Ranch Rd., Suite 200 · Scottsdale, AZ 85258 · (480) 296-2042 · Financial planningCRD 128549 · % of assets, Hourly charges, Fixed fees · $171.0 million AUMSEC registeredNo commissions reportedWealth Management Solutions8550 E. Shea Boulevard, Suite 130 · Scottsdale, AZ 85260 · (480) 609-4334 · Financial planningCRD 127517 · % of assets, Hourly charges, Fixed fees · $172.6 million AUMSEC registeredNo commissions reportedWealthstone Private Wealth Management, LLC7014 E Camelback Rd., Suite B100a · Scottsdale, AZ 85251 · (480) 973-3560 · Financial planningCRD 329895 · % of assets, Fixed fees · $45.7 million AUMState registeredNo commissions reportedWitnauer Sloan & Associates LLC8777 E Via De Ventura, Suite 375 · Scottsdale, AZ 85258 · (602) 493-5930 · Financial planningCRD 113765 · % of assets, Hourly charges, Fixed fees · $56.6 million AUMState registeredNo commissions reportedXcelsior Advisor Partners LLC14624 Scottsdale Rd, Suite 195 · Scottsdale, AZ 85254 · (480) 866-8616 · Financial planningCRD 334779 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedZenith Investment Management, LLC7702 E Doubletree Ranch Rd., Suite 300 · Scottsdale, AZ 85258 · (858) 716-8500 · Financial planningCRD 288565 · % of assets, Hourly charges, Fixed fees · $82.4 million AUMState registeredNo commissions reportedZenith Wealth Advisors4900 N. Scottsdale Road, Ste 1500 · Scottsdale, AZ 85251 · (480) 999-9900 · Financial planningCRD 318330 · % of assets, Hourly charges, Fixed fees · $328.3 million AUMSEC registeredNo commissions reported