Flat / fixed fees in Grants Pass, OR

3 advisers in Grants Pass 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

Kingsview Wealth Management, LLC509 Se 7th Street, 2nd Floor · Grants Pass, OR 97526 · (312) 870-6701 · Financial planningCRD 148107 · % of assets, Hourly charges, Fixed fees · $9.0 billion AUMSEC registeredNo commissions reported Purpose First Financial, LLC820 Ne 7th St, Suite 2 · Grants Pass, OR 97526 · (541) 474-0824 · Financial planningCRD 316968 · % of assets, Fixed fees · $60.5 million AUMState registeredNo commissions reported Rogue Advisors, LLC1246 Ne 7th St. Suite B · Grants Pass, OR 97526 · (541) 474-9700 · Financial planningCRD 132105 · % of assets, Hourly charges, Fixed fees · $80.0 million AUMState registeredNo commissions reported