Fee-OnlyFinder

Flat / fixed fees in Midland, TX

4 advisers in Midland 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

Beyond Balanced Financial Planning, LLC223 W Wall Street, Suite 215 · Midland, TX 79701 · (432) 219-8050 · Financial planningCRD 290690 · % of assets, Hourly charges, Fixed fees · $27.3 million AUMState registeredNo commissions reportedEight 31 Financial, LLC3200 Mockingbird Lane, Building 7, Suite 204 · Midland, TX 79705 · (423) 282-0251 · Hourly feesCRD 327632 · % of assets, Hourly charges, Fixed fees · $532.4 million AUMSEC registeredNo commissions reportedHorizons Financial Planning3009 N Big Spring · Midland, TX 79705 · (432) 559-3300 · Financial planningCRD 308216 · % of assets, Hourly charges, Fixed fees · $72.7 million AUMState registeredNo commissions reportedTrinchera Investments, LLC415 W Wall St Ste 2203 · Midland, TX 79701 · (432) 978-8667 · Financial planningCRD 340715 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reported