Fee-OnlyFinder

Flat / fixed fees in Broomfield, CO

7 advisers in Broomfield 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 7

Cayden Wealth Management8181 Arista Place, Suite 100 · Broomfield, CO 80021 · (720) 520-0826 · Financial planningCRD 301535 · % of assets, Hourly charges, Fixed fees · $21.8 million AUMState registeredNo commissions reportedCohesion Wealth Management, LLC380 Interlocken Crescent, Suite 260 · Broomfield, CO 80021 · (303) 442-3670 · Financial planningCRD 308980 · % of assets, Hourly charges, Fixed fees · $171.0 million AUMSEC registeredNo commissions reportedCultivate Wealth Partners390 Interlocken Crescent, Suite 350 · Broomfield, CO 80021 · (720) 961-2805 · Financial planningCRD 340314 · % of assets, Fixed fees · $125.3 million AUMSEC registeredNo commissions reportedJames Morgan Asset Management, LLC390 Interlocken Crescent Suite 350 · Broomfield, CO 80021 · (303) 457-9500 · Financial planningCRD 282154 · % of assets, Hourly charges, Fixed fees · $10.4 million AUMState registeredNo commissions reportedMillennial Wealth Management, LLC2095 W. 6th Avenue, Suite 112 · Broomfield, CO 80020 · (303) 578-8535 · Financial planningCRD 284746 · % of assets, Hourly charges, Fixed fees · $36.0 million AUMState registeredNo commissions reportedPeak Financial Management, INC.10901 W. 120th Avenue, Suite 135 · Broomfield, CO 80021 · (303) 255-2252 · Financial planningCRD 281223 · % of assets, Hourly charges, Fixed fees · $109.4 million AUMSEC registeredNo commissions reportedWolff Financial Advisors, LLC11001 West 120th Ave, #400 · Broomfield, CO 80021 · (303) 748-6976 · Financial planningCRD 135756 · Fixed fees · $12.8 million AUMState registeredNo commissions reported