Flat / fixed fees in Coppell, TX

3 advisers in Coppell 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

Cfo4life735 Plaza Blvd., Suite 100 · Coppell, TX 75019 · (214) 637-9500 · Financial planningCRD 287600 · % of assets, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reported Collective Wealth Advisors LLC713 Main Street · Coppell, TX 75019 · (214) 427-1427 · Financial planningCRD 289157 · % of assets, Hourly charges, Fixed fees · $157.0 million AUMSEC registeredNo commissions reported Optimus Capital Advisors, LLC743 W. Main Street · Coppell, TX 75019 · (972) 745-7704 · Financial planningCRD 147500 · % of assets, Hourly charges, Fixed fees · $264.1 million AUMSEC registeredNo commissions reported