Fee-OnlyFinder

Flat / fixed fees in Boulder, CO

17 advisers in Boulder 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 17

Berman, Gil4450 Arapahoe Avenue, Suite 100 · Boulder, CO 80303 · (303) 447-9000 · Financial planningCRD 127726 · Hourly charges, Fixed fees · $64.4 million AUMState registeredNo commissions reportedBlack Swift Group, LLC2595 Canyon Blvd, Suite 330 · Boulder, CO 80302 · (303) 955-4381 · Financial planningCRD 286084 · % of assets, Fixed fees, Performance-based fees · $694.1 million AUMSEC registeredNo commissions reportedBoulder Wealth Advisors, LLC2595 Canyon Blvd, Suite 220 · Boulder, CO 80302 · (303) 444-1161 · Financial planningCRD 115069 · % of assets, Hourly charges, Fixed fees · $337.9 million AUMSEC registeredNo commissions reportedBraverman Wealth Advisors, LLC507 Canyon Blvd, Ste 203 · Boulder, CO 80302 · (303) 800-1588 · Financial planningCRD 304291 · % of assets, Fixed fees · $6.5 million AUMState registeredNo commissions reportedBsw Wealth Partners2300 Broadway Street · Boulder, CO 80304 · (303) 444-9696 · Financial planningCRD 107485 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedCaledonia Wealth Management, LTD.1260 Yellow Pine Avenue · Boulder, CO 80304 · (720) 239-1260 · Financial planningCRD 149649 · % of assets, Hourly charges, Fixed fees · $78.1 million AUMState registeredNo commissions reportedConsilium, LLC2101 Pearl Street · Boulder, CO 80302 · (303) 956-7074 · Financial planningCRD 304503 · % of assets, Fixed fees, Other · $215.0 million AUMSEC registeredNo commissions reportedCornerstone Investment Advisors, LLC1790 38th Street, Suite 207 · Boulder, CO 80301 · (303) 545-5400 · Financial planningCRD 116447 · % of assets, Hourly charges, Fixed fees · $180.8 million AUMSEC registeredNo commissions reportedFinancial Mountain INC1035 Pearl Street Suite 414 · Boulder, CO 80302 · (303) 351-1517 · Financial planningCRD 108489 · % of assets, Fixed fees · $111.3 million AUMSEC registeredNo commissions reportedInsight, Corp.4450 Arapahoe Ave, Office 110 · Boulder, CO 80303 · (703) 314-6538 · Financial planningCRD 311445 · % of assets, Subscription fees, Fixed fees · $99.0 million AUMState registeredNo commissions reported
Outbound Financial6260 Lookout Road, Ste 220l · Boulder, CO 80301 · (720) 642-9701 · Financial planningCRD 287697 · % of assets, Hourly charges, Fixed fees · $151.2 million AUMSEC registeredNo commissions reportedPantile Investments1200 Pearl Street, Suite 222 · Boulder, CO 80302 · (720) 432-2450 · Financial planningCRD 312696 · % of assets, Fixed fees · $1.9 million AUMState registeredNo commissions reportedRobinson Capital Management LLC5370 Manhattan Circle, Suite 201 · Boulder, CO 80303 · (303) 245-0035 · Financial planningCRD 145220 · % of assets, Fixed fees · $82.6 million AUMState registeredNo commissions reportedSnowball Wealth Management3445 Penrose Place, Suite 130 · Boulder, CO 80301 · (303) 666-6292 · Financial planningCRD 137419 · % of assets, Hourly charges, Fixed fees · $139.3 million AUMSEC registeredNo commissions reportedThe Millstone Evans Group, LLC4940 Pearl East Circle, Suite 302 · Boulder, CO 80301 · (720) 728-2801 · Financial planningCRD 311142 · % of assets, Fixed fees · $893.3 million AUMSEC registeredNo commissions reportedThe Wealth Conservancy, INC.2355 Canyon Blvd, Suite 204 · Boulder, CO 80302 · (303) 444-1919 · Financial planningCRD 112024 · % of assets, Fixed fees, Other · $260.0 million AUMSEC registeredNo commissions reportedWelch Financial Planning, LLC1790 38th St, Ste. 205 · Boulder, CO 80301 · (303) 939-8766 · Financial planningCRD 329418 · % of assets, Hourly charges, Fixed fees · $198.1 million AUMSEC registeredNo commissions reported