Fee-OnlyFinder

Flat / fixed fees in Monument, CO

4 advisers in Monument 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

Advanced Wealth Advice354 Oxbow Dr · Monument, CO 80132 · (719) 425-9770 · Financial planningCRD 340145 · % of assets, Fixed feesState registeredNo commissions reportedArkenstone Financial, LLC19210 Sixpenny Lane, Ste. 100 · Monument, CO 80132 · (719) 559-1919 · Financial planningCRD 153530 · % of assets, Hourly charges, Fixed fees · $97.0 million AUMState registeredNo commissions reportedFinancial Action, INC.283 Washington St · Monument, CO 80132 · (719) 357-7189 · Financial planningCRD 140285 · % of assets, Hourly charges, Fixed fees · $100.3 million AUMSEC registeredNo commissions reportedModern Financial16055 Old Forest PT, Suite 130-A · Monument, CO 80132 · (808) 341-0103 · Financial planningCRD 317409 · % of assets, Hourly charges, Fixed fees · $35.0 million AUMState registeredNo commissions reported