Fee-OnlyFinder

Flat / fixed fees in Centennial, CO

9 advisers in Centennial 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 9

Colorado Financial Service Corporation188 Inverness Drive West, Ste 100 · Centennial, CO 80112 · (866) 903-6760 · Financial planningCRD 104343 · % of assets, Hourly charges, Fixed fees · $84.1 million AUMState registeredNo commissions reportedEliason Wealth Management LLC9200 E Mineral Ave Ste 100 · Centennial, CO 80112 · (720) 588-9717 · Financial planningCRD 318316 · % of assets, Fixed fees · $2.5 million AUMState registeredNo commissions reportedFfg Retirement Counseling5975 South Quebec Street, Suite 130 · Centennial, CO 80111 · (303) 327-8100 · Financial planningCRD 308305 · % of assets, Fixed fees · $216.5 million AUMSEC registeredNo commissions reportedFit Wealth Management6341 S. Troy Circle Unit E · Centennial, CO 80111 · (303) 618-3587 · Financial planningCRD 281494 · % of assets, Fixed fees · $147.4 million AUMSEC registeredNo commissions reportedPaller Financial Services, INC.9000 E Nichols Avenue, Suite 120 · Centennial, CO 80112 · (303) 858-0045 · Financial planningCRD 161531 · % of assets, Hourly charges, Fixed fees · $147.9 million AUMSEC registeredNo commissions reportedPeak Planning Group, LLC5975 South Quebec Street, Suite 310 · Centennial, CO 80111 · (303) 991-0056 · Financial planningCRD 289891 · % of assets, Hourly charges, Fixed fees · $710.0 million AUMSEC registeredNo commissions reportedSchaefer Financial Management, INC.7700 East Arapahoe Road, Suite 265 · Centennial, CO 80112 · (303) 770-6700 · Financial planningCRD 110110 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedSimply Steward6851 S Holly Circle, Suite 160 · Centennial, CO 80112 · (303) 418-8116 · Financial planningCRD 287771 · % of assets, Fixed fees · $35.0 million AUMState registeredNo commissions reportedUx Wealth Partners LLC7200 S Alton Way, Suite A-250 · Centennial, CO 80112 · (720) 797-8357 · Flat / fixed feesCRD 308983 · % of assets, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reported