Fee-OnlyFinder

Flat / fixed fees in Urbandale, IA

6 advisers in Urbandale 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

Ao Wealth Advisory2570 106th Street, Suite a · Urbandale, IA 50322 · (515) 224-7849 · Financial planningCRD 288301 · % of assets, Hourly charges, Fixed fees · $213.2 million AUMSEC registeredNo commissions reportedIndependent Wealth Network, INC.2350 Nw 128th St · Urbandale, IA 50323 · (515) 461-5123 · Financial planningCRD 286262 · % of assets, Hourly charges, Fixed fees · $518.4 million AUMSEC registeredNo commissions reportedIntegrity Alliance, LLC4135 Nw Urbandale Dr · Urbandale, IA 50322 · (877) 886-1939 · Financial planningCRD 139627 · % of assets, Hourly charges, Fixed fees · $5.4 billion AUMSEC registeredNo commissions reportedRockway Wealth Partners15214 Ridgemont Drive · Urbandale, IA 50323 · (515) 414-7373 · Financial planningCRD 315419 · % of assets, Hourly charges, Fixed fees · $26.6 million AUMState registeredNo commissions reportedStrategic Wealth Solutions, LLC12130 Meredith Drive, Suite 210w · Urbandale, IA 50322 · (515) 443-9567 · Financial planningCRD 327745 · % of assets, Hourly charges, Fixed fees · $15.3 million AUMState registeredNo commissions reportedWilon Wealth Management2400 86th Street, Suite 32 · Urbandale, IA 50322 · (515) 225-9500 · Financial planningCRD 313185 · % of assets, Hourly charges, Fixed fees · $264.1 million AUMSEC registeredNo commissions reported