Flat / fixed fees in Allen, TX

3 advisers in Allen 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

Assetbuilder, INC.1050 South Central Expy, Suite 1140 · Allen, TX 75013 · (972) 535-4040 · Financial planningCRD 142665 · % of assets, Fixed fees · $812.7 million AUMSEC registeredNo commissions reported Monument Retirement & Wealth Advisory, LLC450 Century Parkway, Suite 250 · Allen, TX 75013 · (972) 422-9145 · Financial planningCRD 135311 · % of assets, Fixed fees, Other · $7.9 million AUMState registeredNo commissions reported New Dimensions Wealth Management, L.L.C.550 S. Watters Road, Suite 242 · Allen, TX 75013 · (972) 972-8565 · Financial planningCRD 152136 · % of assets, Fixed fees · $181.5 million AUMSEC registeredNo commissions reported