Fee-OnlyFinder

Flat / fixed fees in Greenwood Village, CO

29 advisers in Greenwood Village 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 29

Alpha Capital Family Office, LLC5750 S. Ulster Circle East, Suite 300 · Greenwood Village, CO 80111 · (303) 900-0185 · Financial planningCRD 307521 · % of assets, Fixed fees · $295.9 million AUMSEC registeredNo commissions reportedBright Advisors4950 S Yosemite St F2 #394 · Greenwood Village, CO 80111 · (253) 970-4935 · Financial planningCRD 338693 · % of assets, Fixed fees · $128.2 million AUMSEC registeredNo commissions reportedCausey Wealth LLC6400 S. Fiddlers Green Circle, Suite 975 · Greenwood Village, CO 80111 · (303) 672-9876 · Financial planningCRD 331134 · % of assets, Hourly charges, Fixed fees · $393.2 million AUMSEC registeredNo commissions reportedDodds Wealth, LLC5251 Dtc Parkway Ste 720 · Greenwood Village, CO 80111 · (303) 539-3900 · Financial planningCRD 323632 · % of assets, Hourly charges, Fixed fees · $706.2 million AUMSEC registeredNo commissions reportedDowning Street Wealth Management LLC6021 S. Syracuse Way, Suite 312 · Greenwood Village, CO 80111 · (720) 360-0886 · Financial planningCRD 152983 · % of assets, Hourly charges, Fixed fees · $175.6 million AUMSEC registeredNo commissions reportedEmpower Advisory Group, LLC8515 East Orchard Rd 4t2 · Greenwood Village, CO 80111 · (866) 575-4977 · Financial planningCRD 112058 · % of assets, Fixed fees · $195.4 billion AUMSEC registeredNo commissions reportedFinancially Speaking INC5889 Greenwood Plaza Blvd, Suite 400 · Greenwood Village, CO 80111 · (303) 290-0702 · Financial planningCRD 106255 · % of assets, Fixed fees · $164.8 million AUMSEC registeredNo commissions reportedHamsher Wealth Management, LLC7100 E. Belleview Ave, Suite 210 · Greenwood Village, CO 80111 · (303) 539-5420 · Financial planningCRD 284018 · % of assets, Hourly charges, Fixed fees · $10.6 million AUMState registeredNo commissions reportedHeirloom Wealth Management LLC6400 S Fiddlers Green Circle, Suite 1970 · Greenwood Village, CO 80111 · (720) 328-2877 · Financial planningCRD 292277 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedImpact Capital Partners LLC8101 E Prentice Ave, Suite 1080 · Greenwood Village, CO 80111 · (888) 304-6722 · Financial planningCRD 329616 · % of assets, Hourly charges, Fixed fees · $625.6 million AUMSEC registeredNo commissions reported
Integra Financial, INC.5105 Dtc Parkway Suite 316 · Greenwood Village, CO 80111 · (303) 220-5525 · Financial planningCRD 113422 · % of assets, Hourly charges, Fixed fees · $139.0 million AUMSEC registeredNo commissions reportedJpl Wealth Management, LLC5300 Dtc Pkwy, Suite 100 · Greenwood Village, CO 80111 · (855) 575-5752 · Financial planningCRD 328474 · % of assets, Fixed fees · $587.9 million AUMSEC registeredNo commissions reportedMarshall Investment Management, LLC5251 Dtc Parkway, Suite 1185 · Greenwood Village, CO 80111 · (303) 991-6415 · Financial planningCRD 174817 · % of assets, Hourly charges, Fixed fees · $298.0 million AUMSEC registeredNo commissions reportedMaxq Asset Management LLC6400 S Fiddlers Green Circle, Suite 300 · Greenwood Village, CO 80111 · (720) 452-2343 · Financial planningCRD 336560 · % of assets, Fixed fees · $407.7 million AUMSEC registeredNo commissions reportedMeritor Capital8400 E Prentice Ave, Suite 1360 · Greenwood Village, CO 80111 · (720) 792-4512 · Financial planningCRD 313102 · % of assets, Fixed fees · $25.1 million AUMState registeredNo commissions reportedNilsine Partners, LLC5675 Dtc Boulevard, Suite 175 · Greenwood Village, CO 80111 · (303) 529-5800 · Financial planningCRD 315694 · % of assets, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedNoble Wealth Management P.b.c.6400 S Fiddlers Green Circle, Suite 525 · Greenwood Village, CO 80111 · (303) 325-3061 · Financial planningCRD 322607 · % of assets, Hourly charges, Fixed fees · $444.1 million AUMSEC registeredNo commissions reportedOak Street Investments5500 Greenwood Plaza Blvd, Suite 130 · Greenwood Village, CO 80111 · (720) 515-6822 · Financial planningCRD 288019 · % of assets, Hourly charges, Fixed fees · $125.5 million AUMSEC registeredNo commissions reportedOne Brick Planning & Consulting, LLC5500 Greenwood Plaza Blvd #130 · Greenwood Village, CO 80111 · (720) 660-2491 · Financial planningCRD 277047 · % of assets, Hourly charges, Fixed fees · $30.5 million AUMState registeredNo commissions reportedOwl Creek Wealth Partners8101 E. Prentice Ave, Suite 675 · Greenwood Village, CO 80111 · (303) 409-4409 · Financial planningCRD 331850 · % of assets, Fixed fees · $602.3 million AUMSEC registeredNo commissions reportedPanorama Wealth Advisors5619 Dtc Parkway, Suite 425 · Greenwood Village, CO 80111 · (720) 356-0779 · Financial planningCRD 324199 · % of assets, Fixed fees · $133.7 million AUMSEC registeredNo commissions reportedParamount Associates Wealth Management6400 S. Fiddlers Green Circle #1310 · Greenwood Village, CO 80111 · (720) 921-1000 · Financial planningCRD 288537 · % of assets, Hourly charges, Fixed fees · $146.5 million AUMSEC registeredNo commissions reportedPeak Capital Management, LLC9250 East Costilla Avenue, Suite 110 · Greenwood Village, CO 80112 · (720) 361-4016 · Financial planningCRD 141488 · % of assets, Fixed fees · $165.2 million AUMSEC registeredNo commissions reportedPeak Financial Guidance LLC6312 S Fiddlers Green Circle, Suite 300e · Greenwood Village, CO 80111 · (303) 667-5117 · Financial planningCRD 305485 · % of assets, Hourly charges, Fixed fees · $88.5 million AUMState registeredNo commissions reportedR. Kent Harris and Associates, LTD.5655 S. Yosemite St., Suite 320 · Greenwood Village, CO 80111 · (303) 698-7772 · Financial planningCRD 112707 · % of assets, Hourly charges, Fixed fees · $62.5 million AUMState registeredNo commissions reportedSeed Money Consulting8400 E Prentice Avenue, Suite 1500 · Greenwood Village, CO 80111 · (720) 255-1108 · Financial planningCRD 306209 · % of assets, Fixed fees · $4.8 million AUMState registeredNo commissions reportedSummit Hill Wealth Management, LLC5619 Dtc Parkway, Suite 550 · Greenwood Village, CO 80111 · (720) 773-9297 · Hourly feesCRD 296740 · % of assets, Hourly charges, Fixed fees · $145.7 million AUMSEC registeredNo commissions reportedTandem Financial, LLC8400 E. Prentice Ave., Suite 1360 · Greenwood Village, CO 80111 · (720) 845-5700 · Financial planningCRD 292565 · % of assets, Fixed fees · $541.8 million AUMSEC registeredNo commissions reportedWisdom Wealth Strategies7400 East Orchard Road, Suite 130 · Greenwood Village, CO 80111 · (720) 314-8009 · Financial planningCRD 170230 · % of assets, Hourly charges, Fixed fees · $190.5 million AUMSEC registeredNo commissions reported