Fee-OnlyFinder

Flat / fixed fees in Lone Tree, CO

5 advisers in Lone Tree 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

A & I Wealth Management9605 Kingston Court, Suite 190 · Lone Tree, CO 80112 · (303) 690-5070 · Financial planningCRD 148357 · % of assets, Fixed fees · $560.0 million AUMSEC registeredNo commissions reportedForward Wealth10465 Park Meadows Drive, Suite 107 · Lone Tree, CO 80124 · (720) 739-3930 · Financial planningCRD 339154 · % of assets, Fixed fees · $111.1 million AUMSEC registeredNo commissions reportedFoxstone Financial9380 Station Street, Suite 225 · Lone Tree, CO 80124 · (303) 988-5443 · Financial planningCRD 284268 · % of assets, Hourly charges, Fixed fees · $79.8 million AUMState registeredNo commissions reportedGallacher Capital Management, LLC10465 Park Meadows Dr, #107 · Lone Tree, CO 80124 · (303) 708-1640 · Financial planningCRD 113189 · % of assets, Fixed fees, Performance-based fees · $539.0 million AUMSEC registeredNo commissions reportedGbg Wealth Management LLC10465 Park Meadows Dr, #107 · Lone Tree, CO 80124 · (303) 708-1640 · Financial planningCRD 333368 · % of assets, Fixed fees · $23.8 million AUMSEC registeredNo commissions reported