Fee-OnlyFinder

Flat / fixed fees in Meridian, ID

7 advisers in Meridian 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

Doceo Wealth, LLC1880 S. Cobalt Point Way, Suite 350 · Meridian, ID 83642 · (208) 350-7274 · Financial planningCRD 310415 · % of assets, Hourly charges, Fixed fees · $274.0 million AUMSEC registeredNo commissions reportedGarcia Financial Planning3597 E Monarch Sky Ln, Suite 240 · Meridian, ID 83646 · (208) 573-4622 · Financial planningCRD 339060 · % of assets, Fixed fees · $6.0 million AUMState registeredNo commissions reportedHawke Financial Group2484 N Stokesberry Place, Suite 100 · Meridian, ID 83646 · (208) 855-9400 · Financial planningCRD 301733 · % of assets, Hourly charges, Fixed fees · $269.6 million AUMSEC registeredNo commissions reportedInspire Investing, LLC3597 E Monarch Sky Ln, Suite 330 · Meridian, ID 83646 · (877) 658-9473 · Financial planningCRD 171988 · % of assets, Hourly charges, Fixed fees · $4.0 billion AUMSEC registeredNo commissions reportedMustard Seed Financial501 S. Main Street · Meridian, ID 83642 · (208) 899-8389 · Financial planningCRD 120514 · % of assets, Hourly charges, Fixed fees · $109.3 million AUMState registeredNo commissions reportedNext Level Wealth Planning, LLC1817 N Lakes Place, Ste 150 · Meridian, ID 83646 · (208) 376-6949 · Financial planningCRD 327644 · % of assets, Hourly charges, Fixed fees · $322.7 million AUMSEC registeredNo commissions reportedRetire Sensibly LLC135 E. Calderwood Dr., Suite 120, Office #6 · Meridian, ID 83642 · (208) 795-3446 · Financial planningCRD 292828 · % of assets, Fixed fees · $58.3 million AUMState registeredNo commissions reported