Fee-OnlyFinder

Flat / fixed fees in Edmond, OK

7 advisers in Edmond 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

Conkin Financial Group, INC.1616 E. 19th St., Suite 403 · Edmond, OK 73013 · (405) 348-6200 · Financial planningCRD 328254 · % of assets, Fixed fees · $54.8 million AUMState registeredNo commissions reportedEsoteric Wealth Partners LLC3209 S. Broadway, Ste. 231 · Edmond, OK 73013 · (425) 354-5627 · Financial planningCRD 168497 · % of assets, Hourly charges, Fixed fees · $18.2 million AUMState registeredNo commissions reportedMain Street Investment Management13920 N. Western Ave · Edmond, OK 73013 · (405) 285-5566 · Financial planningCRD 161452 · % of assets, Fixed fees · $66.1 million AUMState registeredNo commissions reportedSignal Research Group LLC2401 S Bryant Ave, Suite 100 · Edmond, OK 73013 · (405) 509-2553 · Financial planningCRD 166392 · % of assets, Hourly charges, Fixed fees · $18.3 million AUMState registeredNo commissions reportedTranscendent Capital Group1008 South Bryant Avenue, Suite 250 · Edmond, OK 73034 · (405) 341-9188 · Financial planningCRD 316872 · % of assets, Hourly charges, Fixed fees · $360.7 million AUMSEC registeredNo commissions reportedWomack Investment Advisers, INC1366 E 15th St · Edmond, OK 73013 · (405) 340-1717 · Financial planningCRD 118081 · % of assets, Hourly charges, Fixed fees · $95.3 million AUMState registeredNo commissions reportedWto Advisors, LLC2952 Via Esperanza · Edmond, OK 73013 · (405) 241-1400 · Hourly feesCRD 317923 · % of assets, Hourly charges, Fixed fees · $84.6 million AUMState registeredNo commissions reported