Flat / fixed fees in Kalispell, MT

3 advisers in Kalispell 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 3

Ascent Wealth Management1220 Whitefish Stage · Kalispell, MT 59901 · (406) 314-4009 · Financial planningCRD 305915 · % of assets, Hourly charges, Fixed fees · $54.0 million AUMState registeredNo commissions reported Entrusted Wealth1001 S. Main St. Ste 600 · Kalispell, MT 59901 · (406) 909-4119 · Financial planningCRD 294185 · % of assets, Fixed fees · $7.5 million AUMState registeredNo commissions reported Glacier Investment Management509 1st Ave W · Kalispell, MT 59901 · (406) 890-7155 · Financial planningCRD 289129 · % of assets, Fixed fees · $45.7 million AUMState registeredNo commissions reported