Fee-OnlyFinder

Flat / fixed fees in Springfield, MO

12 advisers in Springfield 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 12

Advisor One, LLC600 W. Republic Rd., Suite A-100 · Springfield, MO 65807 · (417) 881-2080 · Hourly feesCRD 169498 · % of assets, Hourly charges, Fixed fees · $4.6 million AUMState registeredNo commissions reportedCapital360financial1860 W. Arbor Street, Suite 112 · Springfield, MO 65807 · (417) 350-1113 · Financial planningCRD 297178 · % of assets, Hourly charges, Fixed fees · $1.8 million AUMState registeredNo commissions reportedDb Advisors2200 E. Sunshine Street, Suite 324 · Springfield, MO 65804 · (417) 763-3307 · Financial planningCRD 134485 · % of assets, Hourly charges, Fixed fees · $48.9 million AUMState registeredNo commissions reportedFiduciary Trust Private Wealth Counsel LLC2155 East Sunshine St, Suite 204 · Springfield, MO 65804 · (417) 891-1007 · Financial planningCRD 318579 · % of assets, Fixed fees · $18.7 million AUMState registeredNo commissions reportedForvis Mazars Wealth Advisors, LLC910 East St Louis St · Springfield, MO 65806 · (417) 831-7283 · Financial planningCRD 110905 · % of assets, Hourly charges, Fixed fees · $12.0 billion AUMSEC registeredNo commissions reportedJkd Financial321 E Sunshine St., Suite 170 · Springfield, MO 65807 · (417) 221-8972 · Financial planningCRD 340392 · Hourly charges, Fixed fees · $25.8 million AUMState registeredNo commissions reportedLasting Mark Retirement Group LLC3253 E. Chestnut Expressway, Suite 320 · Springfield, MO 65802 · (844) 822-1370 · Financial planningCRD 325151 · % of assets, Fixed fees · $86.3 million AUMState registeredNo commissions reportedPension Consultants INC300 South Campbell Ave. · Springfield, MO 65806 · (417) 889-4918 · Hourly feesCRD 113914 · % of assets, Hourly charges, Fixed fees · $5.4 billion AUMSEC registeredNo commissions reportedPinnacle Family Advisors, LLC620 W. Republic Road, Suite 104 · Springfield, MO 65807 · (417) 886-6590 · Financial planningCRD 145628 · % of assets, Hourly charges, Subscription fees · $371.7 million AUMSEC registeredNo commissions reportedProsperity Financial Group1902 E. Battlefield Rd., Suite a · Springfield, MO 65804 · (417) 888-0675 · Financial planningCRD 336091 · % of assets, Fixed fees · $98.0 million AUMState registeredNo commissions reported
Rlb Financial2530 S. Campbell, Suite I, #130 · Springfield, MO 65807 · (866) 686-8097 · Financial planningCRD 151778 · % of assets, Fixed fees, Other · $173.6 million AUMSEC registeredNo commissions reportedTrend Management, INC.3039 S Fort Ave,, Unit D · Springfield, MO 65807 · (417) 882-5746 · Flat / fixed feesCRD 113847 · % of assets, Fixed fees · $95.0 million AUMState registeredNo commissions reported