Flat / fixed fees in West Linn, OR

4 advisers in West Linn 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

Encompass Financial Planning1800 Blankenship Rd, Suite #200 · West Linn, OR 97068 · (503) 914-4494 · Financial planningCRD 287472 · % of assets, Hourly charges, Fixed fees · $29.8 million AUMState registeredNo commissions reported Etesian Wealth Advisors, INC.1969 Willamette Falls Drive, #200 · West Linn, OR 97068 · (503) 387-3615 · Financial planningCRD 152127 · % of assets, Hourly charges, Fixed fees · $503.3 million AUMSEC registeredNo commissions reported Pacific Coast Investment Advisors, LLC1914 Willamette Falls Dr., Suite 180 · West Linn, OR 97068 · (503) 968-2500 · Financial planningCRD 137963 · % of assets, Hourly charges, Fixed fees · $122.2 million AUMSEC registeredNo commissions reported Veridan Wealth1742 Willamette Falls Dr · West Linn, OR 97068 · (503) 946-9733 · Financial planningCRD 329666 · % of assets, Hourly charges, Fixed fees · $667.2 million AUMSEC registeredNo commissions reported