Fee-OnlyFinder

Flat / fixed fees in Golden, CO

5 advisers in Golden 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 5

Aspen Leaf Wealth Management, Pbc14143 Denver West Pkwy, Suite 100 · Golden, CO 80401 · (720) 593-4660 · Financial planningCRD 165676 · % of assets, Fixed fees · $99.2 million AUMState registeredNo commissions reportedGilpin Wealth Management LLC16398 West 51st Lane · Golden, CO 80403 · (720) 893-2800 · Financial planningCRD 311336 · % of assets, Hourly charges, Fixed fees · $227.2 million AUMSEC registeredNo commissions reportedGorham Wealth Management, LLC602 Park Point Drive, Suite 240 · Golden, CO 80401 · (303) 962-9922 · Financial planningCRD 159606 · % of assets, Hourly charges, Fixed fees · $14.4 million AUMState registeredNo commissions reportedTrailwise Financial Partners, LLC1536 Cole Boulevard, Suite 205 · Golden, CO 80401 · (720) 463-2850 · Financial planningCRD 323530 · % of assets, Hourly charges, Fixed fees · $144.8 million AUMSEC registeredNo commissions reportedWestern Wealth Management LLC14143 Denver Pkwy.,, Ste 450 · Golden, CO 80401 · (303) 393-2404 · Financial planningCRD 283545 · % of assets, Hourly charges, Fixed fees · $5.4 billion AUMSEC registeredNo commissions reported