Fee-OnlyFinder

Flat / fixed fees in Salem, OR

6 advisers in Salem 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 6

Capstone Wealth Advisors, LLC388 State Street, Suite 700 · Salem, OR 97301 · (503) 967-1980 · Financial planningCRD 287670 · % of assets, Hourly charges, Fixed fees · $102.4 million AUMSEC registeredNo commissions reportedCollective Wealth Planning393 State St #230 · Salem, OR 97301 · (503) 476-1142 · Financial planningCRD 323657 · % of assets, Hourly charges, Fixed fees · $36.0 million AUMState registeredNo commissions reportedJgc Tax & Wealth Management250 Church Street Se, Ste 100 · Salem, OR 97301 · (503) 390-7880 · Financial planningCRD 165770 · % of assets, Hourly charges, Fixed fees · $132.0 million AUMSEC registeredNo commissions reportedJh Advisors1564 Commercial St. Se · Salem, OR 97302 · (503) 391-1040 · Financial planningCRD 139587 · % of assets, Hourly charges, Fixed fees · $212.0 million AUMSEC registeredNo commissions reportedKeudell Morrison Wealth Management, LLC235 Front St. Se, Suite 300 · Salem, OR 97301 · (971) 209-4500 · Financial planningCRD 292600 · % of assets, Fixed fees · $921.5 million AUMSEC registeredNo commissions reportedTrue Private Wealth Advisors, LLC1781 Liberty Street Se, Suite 200 · Salem, OR 97302 · (503) 400-3311 · Financial planningCRD 164947 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reported