Flat / fixed fees in Highlands Ranch, CO

4 advisers in Highlands Ranch 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 4

Kozak & Tripp Private Asset Management, INC.1805 Shea Center Drive, Suite 220 · Highlands Ranch, CO 80129 · (303) 847-4045 · Financial planningCRD 298353 · % of assets, Fixed fees · $813.4 million AUMSEC registeredNo commissions reported Roots First Wealth Management1745 Shea Center Dr, 4th Floor · Highlands Ranch, CO 80129 · (303) 867-6918 · Financial planningCRD 326161 · % of assets, Fixed fees · $16.6 million AUMState registeredNo commissions reported Rosel Wealth Management, LLC1805 Shea Center Dr, Suite 420 · Highlands Ranch, CO 80129 · (303) 647-3801 · Financial planningCRD 291065 · % of assets, Hourly charges, Fixed fees · $630.2 million AUMSEC registeredNo commissions reported Yeti Wealth Management Group, LLC1745 Shea Center Dr 4th Floor · Highlands Ranch, CO 80129 · (303) 507-0027 · Financial planningCRD 338425 · % of assets, Fixed fees · $5.2 million AUMState registeredNo commissions reported