Fee-OnlyFinder

Flat / fixed fees in Tucson, AZ

31 advisers in Tucson 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 31

Agave Wealth Advisors4775 E Camp Lowell Dr · Tucson, AZ 85712 · (520) 226-0082 · Flat / fixed feesCRD 299139 · % of assets, Fixed fees · $33.0 million AUMState registeredNo commissions reportedAio Financial, LLC2531 E Richards Pl · Tucson, AZ 85716 · (520) 325-0769 · Financial planningCRD 114030 · % of assets, Hourly charges, Fixed fees · $199.2 million AUMSEC registeredNo commissions reportedAnnecy LLC2813 E. Broadway Blvd. · Tucson, AZ 85716 · (520) 589-7000 · Financial planningCRD 169464 · % of assets, Hourly charges, Fixed fees · $15,784 AUMState registeredNo commissions reportedBili Finance5669 N Oracle Rd · Tucson, AZ 85704 · (520) 329-4954 · Flat / fixed feesCRD 339828 · Subscription feesSEC registeredNo commissions reportedCambridge Financial Group, LLC6700 N. Oracle Rd., Suite 324 · Tucson, AZ 85704 · (520) 531-0550 · Financial planningCRD 117428 · % of assets, Fixed fees, Other · $645.8 million AUMSEC registeredNo commissions reportedCapital West Partners, LLC6842 E. Tanque Verde Road, Suite C · Tucson, AZ 85715 · (520) 296-9803 · Financial planningCRD 130762 · % of assets, Hourly charges, Fixed fees · $300.0 million AUMSEC registeredNo commissions reportedElion Financial, LLC4729 E Sunrise Dr. · Tucson, AZ 85718 · (520) 201-3689 · Financial planningCRD 334200 · Fixed fees · $47.8 million AUMState registeredNo commissions reportedFinancial Directions LLC1228 East Prince Road · Tucson, AZ 85719 · (520) 408-7777 · Flat / fixed feesCRD 108475 · % of assets, Fixed fees · $737.8 million AUMSEC registeredNo commissions reportedForthright Finances LLC1718 E Speedway Blvd, #4125 · Tucson, AZ 85719 · (424) 258-4460 · Financial planningCRD 300569 · % of assets, Hourly charges, Fixed fees · $28.6 million AUMState registeredNo commissions reportedFortress Financial Solutions, LLC4640 East Sunrise Drive, Suite 211 · Tucson, AZ 85718 · (520) 751-8600 · Financial planningCRD 143969 · % of assets, Hourly charges, Fixed fees · $142.0 million AUMSEC registeredNo commissions reported
Gordian Advisors, LLC2200 E. River Rd., Ste. 109 · Tucson, AZ 85718 · (520) 615-2779 · Financial planningCRD 121362 · % of assets, Hourly charges, Fixed fees · $265.2 million AUMSEC registeredNo commissions reportedGr Financial Group, LLC4556 E Camp Lowell · Tucson, AZ 85712 · (520) 577-4711 · Financial planningCRD 172370 · % of assets, Fixed fees, Performance-based fees · $1.1 billion AUMSEC registeredNo commissions reportedGreenberg Financial Group4511 N Campbell Ave #255 · Tucson, AZ 85718 · (520) 544-4909 · Financial planningCRD 38747 · % of assets, Fixed fees · $406.9 million AUMSEC registeredNo commissions reportedHawtree Advisory Group, LLC6069 E. Grant Road · Tucson, AZ 85712 · (520) 886-5161 · Financial planningCRD 124492 · % of assets, Hourly charges, Fixed fees · $33.6 million AUMState registeredNo commissions reportedKinghorn Law | Financial3573 East Sunrise Drive, Suite 209 · Tucson, AZ 85718 · (520) 529-4000 · Flat / fixed feesCRD 306672 · Fixed fees, OtherState registeredNo commissions reportedLazarow Wealth Management25 E University Blvd · Tucson, AZ 85705 · (520) 276-7700 · Financial planningCRD 286172 · % of assets, Hourly charges, Fixed fees · $14.9 million AUMState registeredNo commissions reportedLevin Funding Group LLC2200 East River Road, Suite 104 · Tucson, AZ 85718 · (520) 751-2000 · Financial planningCRD 170087 · % of assets, Hourly charges, Fixed fees · $215.4 million AUMSEC registeredNo commissions reportedLife Strategy Partners6340 N. Campbell Ave., Suite 270 · Tucson, AZ 85718 · (520) 222-9604 · Financial planningCRD 332925 · % of assets, Hourly charges, Fixed fees · $10.3 million AUMState registeredNo commissions reportedNova Financial Services1630 E River Rd, Suite 212 · Tucson, AZ 85718 · (520) 745-5555 · Financial planningCRD 150148 · % of assets, Hourly charges, Fixed fees · $469.4 million AUMSEC registeredNo commissions reportedRetirement Evolutions Wealth Management LLC4578 N First Av. Suite 120 · Tucson, AZ 85718 · (520) 399-6340 · Financial planningCRD 146931 · % of assets, Hourly charges, Fixed fees · $89.6 million AUMState registeredNo commissions reportedRise Private Wealth Advisors3561 E Sunrise Drive, Suite 129 · Tucson, AZ 85718 · (520) 372-5700 · Financial planningCRD 309356 · % of assets, Hourly charges, Fixed fees · $62.9 million AUMState registeredNo commissions reportedSchulz Financial Group6849 N Oracle Rd,, Ste 175 · Tucson, AZ 85704 · (520) 495-2800 · Financial planningCRD 339660 · % of assets, Fixed fees · $114.9 million AUMSEC registeredNo commissions reportedShepherd Wealth & Retirement LLC6300 E. El Dorado Plaza, A200 · Tucson, AZ 85715 · (520) 325-1600 · Financial planningCRD 305645 · % of assets, Hourly charges, Fixed fees · $96.9 million AUMState registeredNo commissions reportedSilverman + Associates Wealth Management, LLC333 N. Wilmot Road, Suite 340 · Tucson, AZ 85711 · (520) 512-8832 · Financial planningCRD 157856 · % of assets, Fixed fees, Other · $101.4 million AUMState registeredNo commissions reportedSouthwest Investment Advisors, INC.7594 N La Cholla · Tucson, AZ 85741 · (520) 544-2500 · Financial planningCRD 312685 · % of assets, Hourly charges, Fixed fees · $386.9 million AUMSEC registeredNo commissions reportedSunrise Wealth Management, LLC5151 E Broadway Blvd, Suite 1600 · Tucson, AZ 85711 · (520) 399-7477 · Financial planningCRD 120385 · % of assets, Hourly charges, Fixed fees · $23.7 million AUMState registeredNo commissions reportedTci Wealth Advisors, INC.4011 East Sunrise Drive · Tucson, AZ 85718 · (520) 733-1477 · Financial planningCRD 107373 · % of assets, Hourly charges, Fixed fees · $5.4 billion AUMSEC registeredNo commissions reportedTreiberg Wealth Management3573 East Sunrise Drive, Suite 115 · Tucson, AZ 85718 · (520) 232-0505 · Financial planningCRD 284140 · % of assets, Hourly charges, Fixed fees · $325.1 million AUMSEC registeredNo commissions reportedWealth Management Partners, LLC1980 E River Road, Suite 120 · Tucson, AZ 85718 · (520) 297-7999 · Financial planningCRD 309790 · % of assets, Hourly charges, Fixed fees · $793.5 million AUMSEC registeredNo commissions reportedWilkinson Wealth Management, LLC7411 E Tanque Verde · Tucson, AZ 85715 · (520) 777-1911 · Financial planningCRD 317741 · % of assets, Hourly charges, Fixed fees · $164.7 million AUMSEC registeredNo commissions reportedZeches Wealth Management2850 North Swan Road, Suite 100 · Tucson, AZ 85712 · (520) 326-6923 · Financial planningCRD 170279 · % of assets, Hourly charges, Fixed fees · $101.1 million AUMState registeredNo commissions reported