Fee-OnlyFinder

Flat / fixed fees in Englewood, CO

11 advisers in Englewood 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 11

Blue Heron Capital2 Inverness Drive E., Suite 106 · Englewood, CO 80112 · (720) 488-8604 · Financial planningCRD 339475 · % of assets, Hourly charges, Fixed fees · $102.2 million AUMSEC registeredNo commissions reportedBoulder Asset Management9785 Maroon Circle, Suite 130 · Englewood, CO 80112 · (303) 779-8772 · Flat / fixed feesCRD 107636 · % of assets, Fixed fees · $426.1 million AUMSEC registeredNo commissions reportedCopper River Advisors LLC383 Inverness Parkway Suite 120 · Englewood, CO 80112 · (303) 513-0705 · Financial planningCRD 173394 · % of assets, Hourly charges, Fixed fees · $94.1 million AUMState registeredNo commissions reportedGeneos Wealth Management, INC.9635 Maroon Circle, Suite 100 · Englewood, CO 80112 · (303) 785-8470 · Financial planningCRD 120894 · % of assets, Hourly charges, Fixed fees · $9.2 billion AUMSEC registeredNo commissions reportedLegionce Investment Advisors, INC.88 Inverness Circle East, Suite D-101 · Englewood, CO 80112 · (303) 858-1500 · Flat / fixed feesCRD 112472 · % of assets, Fixed fees · $17.7 million AUMState registeredNo commissions reportedParsonex Advisory Services, INC.8310 S. Valley Highway, Suite 110 · Englewood, CO 80112 · (303) 662-8700 · Financial planningCRD 160275 · % of assets, Hourly charges, Subscription fees · $271.3 million AUMSEC registeredNo commissions reportedRidgegate Advisors, LLC8310 S Valley Highway, Suite 480 · Englewood, CO 80112 · (303) 791-2253 · Financial planningCRD 334233 · % of assets, Hourly charges, Fixed fees · $119.0 million AUMSEC registeredNo commissions reportedRigden Capital Strategies384 Inverness Pkwy, Suite 240 · Englewood, CO 80112 · (303) 351-1618 · Financial planningCRD 326930 · % of assets, Hourly charges, Fixed fees · $168.9 million AUMSEC registeredNo commissions reportedWakefield Asset Management, LLLP7887 East Belleview Ave, Suite #800 · Englewood, CO 80111 · (303) 771-0630 · Flat / fixed feesCRD 143720 · % of assets, Fixed fees · $454.0 million AUMSEC registeredNo commissions reportedWakefield Wealth Management, LLLP7887 E. Belleview Ave, Suite 800 · Englewood, CO 80111 · (303) 771-0630 · Financial planningCRD 173997 · % of assets, Fixed fees · $512.9 million AUMSEC registeredNo commissions reportedWealth Watch Advisors, INCS Valley Hwy, 8310 · Englewood, CO 80112 · (855) 822-3708 · Financial planningCRD 172002 · % of assets, Hourly charges, Fixed fees · $612.4 million AUMSEC registeredNo commissions reported