Fee-OnlyFinder

Flat / fixed fees in Boise, ID

23 advisers in Boise 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 23

Advanced Financial Solutions, INC.4700 N. Cloverdale Rd, Suite #101 · Boise, ID 83713 · (208) 376-0091 · Financial planningCRD 121538 · % of assets, Fixed fees · $16.7 million AUMState registeredNo commissions reportedArc Advisers LLC475 W. Main Street · Boise, ID 83702 · (406) 218-1430 · Financial planningCRD 307497 · % of assets, Hourly charges, Fixed fees · $104.9 million AUMState registeredNo commissions reportedAspen Capital Management, LLC101 S Capitol Blvd, Suite 610 · Boise, ID 83702 · (208) 345-0174 · Financial planningCRD 119050 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedBerkeley, INC3778 Plantation River Drive, Suite 102 · Boise, ID 83703 · (208) 853-6980 · Financial planningCRD 117667 · % of assets, Hourly charges, Fixed fees · $573.9 million AUMSEC registeredNo commissions reportedBr Wealth Management380 E. Parkcenter Blvd., Suite 205 · Boise, ID 83706 · (208) 258-2540 · Financial planningCRD 307546 · % of assets, Hourly charges, Fixed fees · $328.8 million AUMSEC registeredNo commissions reportedClearwater Advisors, LLC101 S. Capitol Blvd, Suite 1201 · Boise, ID 83702 · (208) 433-1222 · Flat / fixed feesCRD 116865 · % of assets, Fixed fees · $4.7 billion AUMSEC registeredNo commissions reportedEchelon Group251 E. Front Street, Suite 202 · Boise, ID 83702 · (208) 345-9944 · Financial planningCRD 333195 · % of assets, Fixed fees · $265.2 million AUMSEC registeredNo commissions reportedFigure 8 Investment Strategies LLC1410 W Washington St · Boise, ID 83702 · (208) 385-0078 · Financial planningCRD 282973 · % of assets, Fixed fees · $233.4 million AUMSEC registeredNo commissions reportedFreedom Fiduciaries LLC250 S 5th St, Ste 680 · Boise, ID 83702 · (208) 900-4331 · Flat / fixed feesCRD 323673 · % of assets, Fixed fees · $584.6 million AUMSEC registeredNo commissions reportedHelmstar Wealth Management250 South 5th Street, Suite 600 · Boise, ID 83702 · (208) 429-0800 · Financial planningCRD 145074 · % of assets, Hourly charges, Fixed fees · $785.6 million AUMSEC registeredNo commissions reported
Integrated Advisors4346 W. Rose Hill Street, Suite a · Boise, ID 83705 · (208) 344-6888 · Financial planningCRD 283592 · % of assets, Hourly charges, Fixed fees · $49.0 million AUMState registeredNo commissions reportedIntegrated Financial Management, LLC9470 W. Fairview Ave. · Boise, ID 83704 · (208) 376-1648 · Financial planningCRD 304071 · % of assets, Fixed fees · $61.2 million AUMState registeredNo commissions reportedInterwest Investment Advisors, INC1450 S. Eagle Flight Way, Suite 110 · Boise, ID 83709 · (208) 465-0033 · Financial planningCRD 142840 · % of assets, Hourly charges, Fixed fees · $74.6 million AUMState registeredNo commissions reportedLegacy Wealth Management, LLC13965 W. Chinden Blvd., Suite 100 · Boise, ID 83713 · (208) 955-0500 · Financial planningCRD 174767 · % of assets, Fixed fees, Performance-based fees · $629.0 million AUMSEC registeredNo commissions reportedMountain Pacific Investment Advisers, LLC877 West Main Street, Suite 704 · Boise, ID 83702 · (208) 336-1422 · Financial planningCRD 104749 · % of assets, Fixed fees · $933.7 million AUMSEC registeredNo commissions reportedPrivate Wealth Advisors223 N 6th St, Suite 400 · Boise, ID 83702 · (208) 287-8870 · Financial planningCRD 152073 · % of assets, Hourly charges, Fixed fees · $12.8 million AUMState registeredNo commissions reportedScratch Capital250 S. 5th St., Suite 680 · Boise, ID 83702 · (208) 901-8018 · Financial planningCRD 318835 · % of assets, Fixed fees · $230.1 million AUMSEC registeredNo commissions reportedSilveria Wealth Group, LLC106 N 6th St., Ste 221 · Boise, ID 83702 · (208) 994-5676 · Financial planningCRD 337591 · % of assets, Fixed fees, Other · $350,406 AUMState registeredNo commissions reportedThe Asset Consulting Group, INC410 S Orchard Suite 112 · Boise, ID 83705 · (208) 333-9922 · Hourly feesCRD 173060 · % of assets, Hourly charges, Fixed fees · $106.5 million AUMState registeredNo commissions reportedThe Caprock Group, LLC800 West Main Street, Suite 1150 · Boise, ID 83702 · (208) 368-9600 · Financial planningCRD 124272 · % of assets, Fixed fees · $12.5 billion AUMSEC registeredNo commissions reportedTumwater Wealth Management, LLC110 W Main St · Boise, ID 83702 · (208) 314-2114 · Financial planningCRD 300443 · % of assets, Fixed fees · $406.6 million AUMSEC registeredNo commissions reportedVenturi Private Wealth800 W Main Street, Suite 1150 · Boise, ID 83702 · (208) 368-9600 · Financial planningCRD 169576 · % of assets, Hourly charges, Fixed fees · $3.6 billion AUMSEC registeredNo commissions reportedWood Tarver Financial3232 E Barber Valley Drive · Boise, ID 83716 · (208) 343-2001 · Financial planningCRD 298793 · % of assets, Hourly charges, Fixed fees · $489.0 million AUMSEC registeredNo commissions reported