Fee-OnlyFinder

Flat / fixed fees in El Paso, TX

6 advisers in El Paso 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 6

Cortez Wealth Management7001 Westwind, Ste 130 · El Paso, TX 79912 · (915) 777-3112 · Financial planningCRD 333390 · % of assets, Hourly charges, Fixed fees · $47.1 million AUMState registeredNo commissions reportedLauterbach Financial Advisors, LLC4130 Rio Bravo Street · El Paso, TX 79902 · (915) 544-6950 · Financial planningCRD 114431 · % of assets, Hourly charges, Fixed fees · $700.3 million AUMSEC registeredNo commissions reportedRetirement Resources Wealth Management, LP7362 Remcon Cir · El Paso, TX 79912 · (915) 225-6772 · Financial planningCRD 142428 · % of assets, Hourly charges, Fixed fees · $49.0 million AUMState registeredNo commissions reportedSophronia Wealth Advisors311 Montana Ave, Ste. A2-12 · El Paso, TX 79902 · (949) 695-8533 · Financial planningCRD 329967 · % of assets, Hourly charges, Fixed fees · $7.8 million AUMState registeredNo commissions reportedTruvize Financial Planning11323 Rojas Dr, Ste A3 · El Paso, TX 79936 · (915) 502-0096 · Financial planningCRD 331821 · % of assets, Fixed fees · $43.6 million AUMState registeredNo commissions reportedVirtus Family Office500 West Overland, Suite 250-Q · El Paso, TX 79901 · (915) 730-3885 · Financial planningCRD 298272 · % of assets, Fixed fees, Other · $726.9 million AUMSEC registeredNo commissions reported