Fee-OnlyFinder

Flat / fixed fees in Bloomington, MN

17 advisers in Bloomington 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 17

Bane O'Leary LLC8000 Norman Center Drive, Suite 230 · Bloomington, MN 55437 · (952) 236-4213 · Financial planningCRD 286450 · % of assets, Hourly charges, Fixed fees · $85.3 million AUMState registeredNo commissions reportedBarrington Capital Management, INC.3800 American Boulevard West, Suite 1500 · Bloomington, MN 55431 · (952) 835-1000 · Financial planningCRD 115603 · % of assets, Hourly charges, Fixed fees · $11.9 million AUMState registeredNo commissions reportedBgm Wealth Management7900 International Drive, Suite 800 · Bloomington, MN 55425 · (952) 844-2500 · Financial planningCRD 110483 · % of assets, Hourly charges, Fixed fees · $517.5 million AUMSEC registeredNo commissions reportedBirchwood Financial Partners, INC.5601 Green Valley Dr., Suite 600 · Bloomington, MN 55437 · (952) 885-9088 · Financial planningCRD 169962 · % of assets, Hourly charges, Fixed fees · $853.2 million AUMSEC registeredNo commissions reportedBoyum Wealth Architects LLC3050 Metro Drive, Suite 200 · Bloomington, MN 55425 · (651) 289-6444 · Financial planningCRD 161261 · % of assets, Hourly charges, Fixed fees · $564.0 million AUMSEC registeredNo commissions reportedBps Capital Management, INC.7900 International Drive, Suite 1050 · Bloomington, MN 55425 · (952) 893-0177 · Financial planningCRD 120006 · % of assets, Fixed fees, Other · $3.1 billion AUMSEC registeredNo commissions reportedCaissa Wealth Strategies7825 Washington Ave S., Suite 725 · Bloomington, MN 55439 · (612) 426-6007 · Financial planningCRD 150458 · % of assets, Fixed fees · $297.0 million AUMSEC registeredNo commissions reportedCedar Cove Wealth Partners7900 Xerxes Ave S, Suite 1750 · Bloomington, MN 55431 · (952) 358-3456 · Financial planningCRD 336245 · % of assets, Hourly charges, Fixed fees · $455.0 million AUMSEC registeredNo commissions reportedClerestory Advisors, INC3001 Metro Drive, Suite 220 · Bloomington, MN 55425 · (651) 209-2610 · Financial planningCRD 148264 · Fixed fees · $99.6 million AUMState registeredNo commissions reportedJnba Financial Advisors, LLC8500 Normandale Lake Blvd, Suite 450 · Bloomington, MN 55437 · (952) 844-0995 · Financial planningCRD 106550 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reported
Peak Financial Consulting, INC.1650 West 82nd Street, Suite 870 · Bloomington, MN 55431 · (952) 303-8200 · Financial planningCRD 291860 · % of assets, Fixed fees · $132.3 million AUMSEC registeredNo commissions reportedPetros Family Wealth, LLC8500 Normandale Lake Blvd, Suite 850 · Bloomington, MN 55437 · (612) 643-9995 · Financial planningCRD 324059 · % of assets, Fixed fees, Other · $341.6 million AUMSEC registeredNo commissions reportedTrademark Financial Management, LLC7825 Washington Ave South, 410 · Bloomington, MN 55439 · (952) 358-3395 · Hourly feesCRD 116543 · % of assets, Hourly charges, Fixed fees · $293.4 million AUMSEC registeredNo commissions reportedTrumix Advisors3800 American Boulevard West, Suite 350 · Bloomington, MN 55431 · (952) 222-8286 · Financial planningCRD 310222 · % of assets, Hourly charges, Fixed fees · $169.9 million AUMSEC registeredNo commissions reportedWebb Financial Group8120 Penn Avenue South, Suite 177 · Bloomington, MN 55431 · (952) 837-3200 · Financial planningCRD 106617 · % of assets, Hourly charges, Fixed fees · $397.2 million AUMSEC registeredNo commissions reportedWhite Pine Capital LLC3800 American Blvd West, Suite 645 · Bloomington, MN 55431 · (612) 376-9765 · Flat / fixed feesCRD 108417 · % of assets, Fixed fees · $430.6 million AUMSEC registeredNo commissions reportedWisdom Wealth Management3800 American Blvd. West, Suite 920 · Bloomington, MN 55431 · (952) 800-4996 · Financial planningCRD 332421 · % of assets, Hourly charges, Fixed fees · $39.3 million AUMState registeredNo commissions reported