Flat / fixed fees in Idaho Falls, ID

4 advisers in Idaho Falls 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

Cooper Norman Wealth, LLC1000 Riverwalk Drive, Suite 200 · Idaho Falls, ID 83402 · (208) 523-0862 · Financial planningCRD 337275 · % of assets, Hourly charges, Fixed fees · $15.9 million AUMState registeredNo commissions reported Onyx Financial Advisors, LLC2400 E. 25th Street · Idaho Falls, ID 83404 · (208) 522-6400 · Financial planningCRD 134881 · % of assets, Fixed fees, Other · $506.4 million AUMSEC registeredNo commissions reported Sentinel Wealth Strategies1075 S. Utah Avenue, Suite 322 · Idaho Falls, ID 83402 · (208) 538-0214 · Financial planningCRD 285889 · % of assets, Hourly charges, Fixed fees · $40.5 million AUMState registeredNo commissions reported Snake River Investment Counsel LLC325 S Woodruff Ave, #200 · Idaho Falls, ID 83401 · (208) 994-6729 · Financial planningCRD 314200 · % of assets, Hourly charges, Fixed fees · $77.8 million AUMState registeredNo commissions reported