Fee-OnlyFinder

Flat / fixed fees in Tempe, AZ

8 advisers in Tempe 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 8

Arbor Wealth Management, LLC7581 S Willow Drive, Suite 110 · Tempe, AZ 85283 · (480) 818-8300 · Financial planningCRD 168774 · % of assets, Hourly charges, Fixed fees · $138.1 million AUMSEC registeredNo commissions reportedCapital Strategies Group, LLC2151 E. Baseline Road, Suite 101 · Tempe, AZ 85283 · (480) 635-4050 · Financial planningCRD 140120 · % of assets, Fixed fees · $102.8 million AUMState registeredNo commissions reportedGraystone Partners Wealth Management, LLC1095 West Rio Salado Parkway, Suite 101 · Tempe, AZ 85281 · (480) 557-9727 · Financial planningCRD 306068 · % of assets, Fixed fees · $297.3 million AUMSEC registeredNo commissions reportedHarding Wealth, INC.222 S. Mill Avenue, #800 · Tempe, AZ 85281 · (602) 610-9545 · Financial planningCRD 282686 · % of assets, Fixed fees · $212.6 million AUMSEC registeredNo commissions reportedJohnson Financial Advisors1095 W Rio Salado Parkway, Suite 201 · Tempe, AZ 85281 · (602) 242-4000 · Financial planningCRD 104621 · % of assets, Fixed fees · $301.0 million AUMSEC registeredNo commissions reportedRubicon Financial Network2181 E. Warner Road, Suite 101 · Tempe, AZ 85284 · (480) 650-9517 · Financial planningCRD 113980 · % of assets, Hourly charges, Fixed fees · $1.3 million AUMState registeredNo commissions reportedThe Innes Associates, LTD.60 E. Rio Salado Pkwy, Suite 900 · Tempe, AZ 85281 · (480) 706-0819 · Hourly feesCRD 117326 · % of assets, Hourly charges, Fixed fees · $12.0 million AUMState registeredNo commissions reportedTortoise Wealth Management4667 South Lakeshore Drive, Suite 1 · Tempe, AZ 85282 · (480) 242-1553 · Financial planningCRD 332492 · % of assets, Hourly charges, Fixed fees · $11.2 million AUMState registeredNo commissions reported