Fee-OnlyFinder

Flat / fixed fees in Louisville, CO

6 advisers in Louisville 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 6

Gainline Financial Partners, LLC917 Front Street, Suite 160 · Louisville, CO 80027 · (720) 548-4391 · Financial planningCRD 326716 · % of assets, Fixed fees · $348.6 million AUMSEC registeredNo commissions reportedLunsford Financial Planning, INC.357 S. McCaslin Blvd, Suite 200 · Louisville, CO 80027 · (303) 666-6442 · Financial planningCRD 128687 · % of assets, Hourly charges, Fixed fees · $45.3 million AUMState registeredNo commissions reportedPeak Asset Management, LLC1371 E. Hecla Drive, Suite a · Louisville, CO 80027 · (303) 926-0100 · Financial planningCRD 106944 · % of assets, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedSimmons Investment Management LLC950 Spruce St, Suite 1f · Louisville, CO 80027 · (720) 432-1743 · Financial planningCRD 314723 · % of assets, Hourly charges, Fixed fees · $21.0 million AUMState registeredNo commissions reportedToro West Capital Advisors357 McCaslin Blvd., Suite 200 · Louisville, CO 80027 · (720) 319-8517 · Financial planningCRD 331265 · % of assets, Fixed fees · $245.7 million AUMSEC registeredNo commissions reportedVarra Financial1849 Cherry St., Unit 16 · Louisville, CO 80027 · (303) 665-2822 · Financial planningCRD 324044 · % of assets, Fixed fees · $305.6 million AUMSEC registeredNo commissions reported