Fee-OnlyFinder

Flat / fixed fees in Eagle, ID

7 advisers in Eagle 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 7

American Independent Securities Group, LLC664 S Rivershore Lane Ste 150 · Eagle, ID 83616 · (208) 489-3131 · Financial planningCRD 135288 · % of assets, Hourly charges, Fixed fees · $986.3 million AUMSEC registeredNo commissions reportedBahr Financial Planning Network, INC.408 S. Eagle Road, Suite 205 · Eagle, ID 83616 · (510) 363-1993 · Financial planningCRD 154188 · % of assets, Hourly charges, Fixed fees · $54.0 million AUMState registeredNo commissions reportedContinuum Advisory, LLC873 E. State Street · Eagle, ID 83616 · (208) 417-1933 · Financial planningCRD 283155 · % of assets, Hourly charges, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedDillon Financial Planning, INC.1159 E. Iron Eagle Drive, Suite 170-B · Eagle, ID 83616 · (208) 336-7503 · Financial planningCRD 133755 · Hourly charges, Fixed fees, OtherState registeredNo commissions reportedFoothills Capital Management, LLC787 E. State St., Ste. 120 · Eagle, ID 83616 · (208) 501-2152 · Financial planningCRD 334119 · % of assets, Hourly charges, Fixed fees · $29.5 million AUMState registeredNo commissions reportedRw Investment Management LLC1028 S. Bridgeway Place, Suite 200 · Eagle, ID 83616 · (208) 333-1433 · Financial planningCRD 282707 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedSummit Wealth and Retirement Partners435 E Shore Drive, Suite 220 · Eagle, ID 83616 · (925) 927-1900 · Financial planningCRD 285972 · % of assets, Fixed fees · $978.1 million AUMSEC registeredNo commissions reported