Flat / fixed fees in Arlington, TX

4 advisers in Arlington 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

Callaway Financial Services301 S Center St, Suite 420 · Arlington, TX 76010 · (817) 274-4877 · Financial planningCRD 172117 · % of assets, Hourly charges, Fixed fees · $22.6 million AUMState registeredNo commissions reported Gerald Baker Financial Group, L.l.c.dba Baker Financial Services1415 West Randol Mill Rd. · Arlington, TX 76012 · (817) 861-7099 · Financial planningCRD 112248 · % of assets, Hourly charges, Fixed fees · $909.3 million AUMSEC registeredNo commissions reported Plumb Financial1905 Ascension Blvd. · Arlington, TX 76006 · (817) 305-7703 · Financial planningCRD 334608 · % of assets, Fixed fees · $10.4 million AUMState registeredNo commissions reported Ross Wealth Group, LLC1325 W. Randol Mill Rd., Suite 100 · Arlington, TX 76012 · (817) 795-7877 · Financial planningCRD 331750 · % of assets, Hourly charges, Fixed fees · $19.1 million AUMState registeredNo commissions reported