Fee-OnlyFinder

Flat / fixed fees in Plano, TX

31 advisers in Plano 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 31

Astra Wealth Management Group5700 Granite Parkway, Suite 330 · Plano, TX 75024 · (972) 327-8820 · Financial planningCRD 326006 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedBdj Wealth Management LLC4521 Big Sky Drive · Plano, TX 75024 · (469) 619-9525 · Financial planningCRD 309290 · % of assets, Fixed fees · $31.8 million AUMState registeredNo commissions reportedCaprock Capital Advisors INC.7800 N. Dallas Pkwy, Ste 330 · Plano, TX 75024 · (972) 290-0288 · Flat / fixed feesCRD 170672 · % of assets, Fixed fees · $90.7 million AUMState registeredNo commissions reportedCrescent Advisor Group, INC.4975 Preston Park Blvd., Suite 820 · Plano, TX 75093 · (972) 490-0150 · Financial planningCRD 115974 · % of assets, Fixed fees · $344.4 million AUMSEC registeredNo commissions reportedCrescent Investment Solutions LLC4740 14th Street T3 · Plano, TX 75074 · (469) 666-7106 · Financial planningCRD 331945 · % of assets, Fixed fees · $230,000 AUMState registeredNo commissions reportedDeramus Wealth Management, LLC6275 W. Plano Parkway, Suite 500 · Plano, TX 75093 · (972) 235-9090 · Financial planningCRD 289771 · % of assets, Fixed fees, Performance-based fees · $61.8 million AUMState registeredNo commissions reportedFamily Wealth Coaching, LLC1400 Preston Road, Suite 118 · Plano, TX 75093 · (214) 215-7636 · Flat / fixed feesCRD 290736 · % of assets, Fixed fees · $42,606 AUMState registeredNo commissions reportedFulcrum Wealth Management5465 Legacy Dr., Suite 650 · Plano, TX 75024 · (888) 304-6942 · Financial planningCRD 159099 · % of assets, Hourly charges, Fixed fees · $192.8 million AUMSEC registeredNo commissions reportedGordon Oak Financial, LLC6010 W. Spring Creek Pkwy · Plano, TX 75024 · (214) 326-0820 · Financial planningCRD 310697 · Hourly charges, Fixed fees, OtherState registeredNo commissions reportedInsight Wealth Partners3333 Premier Drive, Suite 800 · Plano, TX 75023 · (972) 543-4800 · Financial planningCRD 153635 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reported
Knode Wealth Management LLC3920 Alma Dr., Ste 304 · Plano, TX 75023 · (972) 489-3733 · Financial planningCRD 336114 · % of assets, Hourly charges, Fixed fees · $20.6 million AUMState registeredNo commissions reportedLifeway Financial CorporationOne Legacy Town Center, 7160 Dallas Parkway, Suite 520 · Plano, TX 75024 · (972) 378-3677 · Financial planningCRD 114276 · % of assets, Fixed fees · $358.7 million AUMSEC registeredNo commissions reportedLuke Financial Company, LLC6860 N Dallas Parkway, Suite 200 · Plano, TX 75024 · (214) 289-0031 · Financial planningCRD 147118 · % of assets, Hourly charges, Fixed fees · $4.5 million AUMState registeredNo commissions reportedMoss, Luse & Womble, LLC5160 Tennyson Parkway, Suite 2000w · Plano, TX 75024 · (972) 674-2584 · Financial planningCRD 152841 · % of assets, Hourly charges, Fixed fees · $803.2 million AUMSEC registeredNo commissions reportedNfwm8105 Rasor Blvd., Box #87 · Plano, TX 75024 · (214) 379-3333 · Financial planningCRD 317406 · % of assets, Hourly charges, Fixed fees · $311.9 million AUMSEC registeredNo commissions reportedParkway Wealth Management Group, LLC5550 Granite Parkway, Suite 180 · Plano, TX 75024 · (972) 502-9340 · Financial planningCRD 333971 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedPeak American Investment Advisors, INC.2400 Dallas Parkway, Ste 100 · Plano, TX 75093 · (972) 212-9292 · Financial planningCRD 145056 · % of assets, Fixed fees · $162.1 million AUMSEC registeredNo commissions reportedPmg Family Office, LLC5700 West Plano Pkwy, Suite 2600 · Plano, TX 75093 · (214) 550-8790 · Financial planningCRD 312154 · % of assets, Hourly charges, Fixed fees · $144.0 million AUMSEC registeredNo commissions reportedSafe Landing Financial5830 Granite Pkwy #100-212 · Plano, TX 75024 · (512) 662-1835 · Financial planningCRD 297835 · % of assets, Hourly charges, Fixed fees · $12.4 million AUMState registeredNo commissions reportedSchlegel Dunn LLC7160 Dallas Parkway, Suite 230 · Plano, TX 75024 · (972) 327-3607 · Financial planningCRD 337990 · % of assets, Fixed fees · $279.1 million AUMSEC registeredNo commissions reportedSfmg Wealth Advisors3960 Dallas Parkway, Suite 400 · Plano, TX 75093 · (972) 960-6460 · Financial planningCRD 107548 · % of assets, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedSk Advisor Network, LLC8105 Rasor Blvd., Box #87 · Plano, TX 75024 · (214) 851-8564 · Financial planningCRD 317533 · % of assets, Hourly charges, Fixed fees · $271.5 million AUMSEC registeredNo commissions reportedSpectrum Advisors, INC.2805 Dallas Parkway, Ste 200 · Plano, TX 75093 · (972) 931-3700 · Financial planningCRD 114805 · % of assets, Hourly charges, Fixed fees · $160.0 million AUMSEC registeredNo commissions reportedStrategic Financial Planning, INC.6513 Preston Rd., Suite 100 · Plano, TX 75024 · (972) 403-1234 · Financial planningCRD 118450 · % of assets, Hourly charges, Fixed fees · $220.6 million AUMSEC registeredNo commissions reportedTfr Capital5830 Granite Pkwy, Suite 200 · Plano, TX 75024 · (800) 765-0397 · Financial planningCRD 333108 · % of assets, Hourly charges, Fixed fees · $403.1 million AUMSEC registeredNo commissions reportedThe Watchman Group, INC.5045 Lorimar Drive, Suite 200 · Plano, TX 75093 · (469) 241-0122 · Financial planningCRD 133690 · % of assets, Hourly charges, Fixed fees · $639.7 million AUMSEC registeredNo commissions reportedUSA Asset Management, LLC6010 W Spring Creek Parkway · Plano, TX 75024 · (888) 872-8898 · Financial planningCRD 130946 · % of assets, Hourly charges, Fixed fees · $32.4 million AUMState registeredNo commissions reportedValinor Wealth Management5851 Legacy Circle, 6th Floor · Plano, TX 75024 · (469) 480-7904 · Financial planningCRD 285212 · % of assets, Hourly charges, Fixed fees · $678.3 million AUMSEC registeredNo commissions reportedVann Equity Management LLC4975 Preston Park Blvd #490 · Plano, TX 75093 · (214) 983-0346 · Financial planningCRD 174239 · % of assets, Hourly charges, Fixed fees · $231.2 million AUMSEC registeredNo commissions reportedWealthstar Advisors, LLC305b W Spring Creek Parkway, Suite 400 · Plano, TX 75023 · (972) 372-2935 · Financial planningCRD 164957 · % of assets, Hourly charges, Fixed fees · $723.6 million AUMSEC registeredNo commissions reportedYour Richest Life500 Central Expy, Ste 500 · Plano, TX 75074 · (469) 708-7975 · Financial planningCRD 171609 · % of assets, Hourly charges, Fixed fees · $28.7 million AUMState registeredNo commissions reported