Flat / fixed fees in McAllen, TX

4 advisers in McAllen 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

Animus Wealth Management, LLC.400 W. Nolana Ave, Suite H2 · McAllen, TX 78504 · (956) 651-4187 · Financial planningCRD 309189 · % of assets, Hourly charges, Fixed fees · $11.9 million AUMState registeredNo commissions reported Endurance Financial Planning, LLC2400 N 10th St., Suite B · McAllen, TX 78501 · (956) 630-7231 · Financial planningCRD 305583 · % of assets, Fixed fees · $101.8 million AUMSEC registeredNo commissions reported Normaltown Financial LLC801 East Fern Avenue, Suite 109 · McAllen, TX 78501 · (956) 448-5251 · Financial planningCRD 334719 · % of assets, Hourly charges, Fixed fees · $1.1 million AUMState registeredNo commissions reported Vesica Wealth Acquisition11006 N 33rd Lane Apt 3 · McAllen, TX 78504 · (337) 516-4462 · Financial planningCRD 335828 · Hourly charges, Subscription fees, Fixed feesState registeredNo commissions reported