Flat / fixed fees in Clackamas, OR

4 advisers in Clackamas 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

Pinnacle Wealth Advisors9200 Se Sunnybrook Boulevard, Suite 170 · Clackamas, OR 97015 · (503) 654-5100 · Financial planningCRD 117517 · % of assets, Hourly charges, Fixed fees · $549.7 million AUMSEC registeredNo commissions reported Strategic Finance INC.9123 Se St. Helens Street, Suite #165 · Clackamas, OR 97015 · (503) 451-0227 · Financial planningCRD 328828 · % of assets, Fixed fees · $3.7 million AUMState registeredNo commissions reported Summa Global Advisors, LLC12901 Se 97th Ave, Suite 390 · Clackamas, OR 97015 · (503) 636-2022 · Financial planningCRD 148713 · % of assets, Fixed fees · $144.1 million AUMSEC registeredNo commissions reported True North Retirement Advisors, LLC10151 Se Sunnyside Road, #400 · Clackamas, OR 97015 · (503) 387-6869 · Financial planningCRD 290885 · % of assets, Fixed fees · $460.9 million AUMSEC registeredNo commissions reported