Fee-OnlyFinder

Flat / fixed fees in Tigard, OR

3 advisers in Tigard 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

Insight Financial7307 Sw Beveland Road, Suite 200 · Tigard, OR 97223 · (509) 994-6465 · Financial planningCRD 286467 · % of assets, Fixed fees · $35.4 million AUMState registeredNo commissions reportedRange Financial Group, LLC7307 Sw Beveland St, #110 · Tigard, OR 97223 · (503) 482-4400 · Financial planningCRD 290001 · % of assets, Fixed fees · $408.1 million AUMSEC registeredNo commissions reportedRooted Financial Group, LLC7307 Southwest Beveland Road, Suite 200 · Tigard, OR 97223 · (503) 207-2067 · Flat / fixed feesCRD 335302 · % of assets, Fixed fees · $108.7 million AUMSEC registeredNo commissions reported