Flat / fixed fees in Wayzata, MN

4 advisers in Wayzata 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

360 Financial849 Lake Street East · Wayzata, MN 55391 · (952) 542-8900 · Financial planningCRD 168600 · % of assets, Hourly charges, Fixed fees · $700.5 million AUMSEC registeredNo commissions reported Acm801 Twelve Oaks Center Drive, Suite 817 · Wayzata, MN 55391 · (612) 217-1143 · Flat / fixed feesCRD 285739 · % of assets, Fixed fees · $231.2 million AUMSEC registeredNo commissions reported Fiat Wealth Management1905 Wayzata Blvd, Suite 320 · Wayzata, MN 55391 · (952) 426-9116 · Financial planningCRD 318201 · % of assets, Hourly charges, Fixed fees · $517.4 million AUMSEC registeredNo commissions reported Perceptive Edge Investment Management, INC.15600 Wayzata Blvd., Suite 101 · Wayzata, MN 55391 · (952) 476-2770 · Financial planningCRD 119436 · % of assets, Hourly charges, Fixed fees · $505.0 million AUMSEC registeredNo commissions reported