Fee-OnlyFinder

Flat / fixed fees in Fort Collins, CO

15 advisers in Fort Collins 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 15

Acorn Creek Capital LLC215 West Oak Street, 10th Floor, Ste 1000 · Fort Collins, CO 80521 · (970) 818-4820 · Financial planningCRD 325809 · % of assets, Hourly charges, Fixed fees · $488.7 million AUMSEC registeredNo commissions reportedBalanced Wealth Partners LLC3711 John F Kennedy Parkway, Suite 230 · Fort Collins, CO 80525 · (970) 851-8800 · Financial planningCRD 334701 · % of assets, Fixed fees · $19.6 million AUMState registeredNo commissions reportedBetter Pockets Financial242 Linden St, 1st Floor · Fort Collins, CO 80524 · (970) 716-1233 · Financial planningCRD 317366 · % of assets, Hourly charges, Fixed fees · $8.3 million AUMState registeredNo commissions reportedFpfoco375 E. Horsetooth Rd., Bldg. 3, Ste. 203 · Fort Collins, CO 80525 · (970) 225-0504 · Financial planningCRD 283890 · % of assets, Fixed fees · $151.7 million AUMSEC registeredNo commissions reportedFruitage Financial LLC2580 East Harmony Rd., Suite 301-50 · Fort Collins, CO 80528 · (970) 399-9031 · Financial planningCRD 283352 · % of assets, Hourly charges, Fixed fees · $82.6 million AUMState registeredNo commissions reportedGrowstrong Wealth Strategies736 Whalers Way, Suite G100 · Fort Collins, CO 80525 · (866) 535-2774 · Financial planningCRD 308299 · % of assets, Hourly charges, Fixed fees · $127.0 million AUMSEC registeredNo commissions reportedGuidepost Financial Planning, LLC2601 South Lemay, Unit #32 · Fort Collins, CO 80525 · (970) 419-8212 · Financial planningCRD 141947 · % of assets, Hourly charges, Fixed fees · $30.4 million AUMState registeredNo commissions reportedJim Saulnier & Associates, LLC506 East Mulberry St · Fort Collins, CO 80524 · (970) 530-0556 · Financial planningCRD 169889 · % of assets, Hourly charges, Fixed fees · $286.4 million AUMSEC registeredNo commissions reportedNavigation Wealth Management2038 Caribou Drive, Suite 100 · Fort Collins, CO 80525 · (970) 672-1236 · Financial planningCRD 282640 · % of assets, Hourly charges, Fixed fees · $103.2 million AUMSEC registeredNo commissions reportedOaktree Financial Planning, LLC155 E. Boardwalk, Suite 300 · Fort Collins, CO 80525 · (970) 988-2044 · Financial planningCRD 147478 · % of assets, Hourly charges, Fixed fees · $90.2 million AUMState registeredNo commissions reported
Reset Financial Planning LLC301 Remington Street · Fort Collins, CO 80524 · (970) 232-3171 · Financial planningCRD 324322 · Hourly charges, Fixed fees · $16.0 million AUMState registeredNo commissions reportedSynergy Capital215 W Oak Street, Suite 1100 · Fort Collins, CO 80521 · (970) 837-3088 · Financial planningCRD 334117 · % of assets, Fixed fees · $98.8 million AUMSEC registeredNo commissions reportedTaylors Financial4025 Automation Way D3 · Fort Collins, CO 80525 · (970) 584-9551 · Financial planningCRD 323416 · % of assets, Fixed fees · $22.7 million AUMState registeredNo commissions reportedThe Planners INC.1015 W Horsetooth Rd, Ste 205 · Fort Collins, CO 80526 · (970) 658-9863 · Financial planningCRD 326556 · % of assets, Hourly charges, Fixed fees · $65.7 million AUMState registeredNo commissions reportedUnify Wealth Management LLC185 N College Avenue, 2nd Floor · Fort Collins, CO 80524 · (970) 484-9655 · Hourly feesCRD 277063 · % of assets, Hourly charges, Fixed fees · $54.5 million AUMState registeredNo commissions reported