Flat / fixed fees in Clive, IA

3 advisers in Clive 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 3

Acadia Legacy Group1820 Nw 118th Street, Ste 110 · Clive, IA 50325 · (515) 212-2112 · Financial planningCRD 291481 · % of assets, Hourly charges, Fixed fees · $133.2 million AUMSEC registeredNo commissions reported Paladin Wealth Partners13375 University Avenue, Suite 300 · Clive, IA 50325 · (515) 348-6080 · Financial planningCRD 285303 · % of assets, Hourly charges, Fixed fees · $279.8 million AUMSEC registeredNo commissions reported Weis Advisory16400 Sheridan Avenue · Clive, IA 50325 · (888) 978-2082 · Financial planningCRD 217517 · % of assets, Fixed fees · $225.6 million AUMSEC registeredNo commissions reported