Fee-OnlyFinder

Flat / fixed fees in Sugar Land, TX

9 advisers in Sugar Land 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 9

Angelus Wealth, LLC77 Sugar Creek Center Blvd, Suite 600 · Sugar Land, TX 77478 · (346) 409-7974 · Financial planningCRD 328571 · % of assets, Hourly charges, Fixed fees · $244,568 AUMState registeredNo commissions reportedCollins Wealth Management14090 Southwest Freeway Suite 300 · Sugar Land, TX 77478 · (281) 766-4850 · Financial planningCRD 314610 · % of assets, Fixed fees · $3.6 million AUMState registeredNo commissions reportedKings Path Partners LLC1039 Imperial Blvd, Suite 201 · Sugar Land, TX 77498 · (832) 500-3101 · Financial planningCRD 269876 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedMarshall Wealth Management, LLC1404 Lake Point Pkwy · Sugar Land, TX 77478 · (832) 440-7293 · Financial planningCRD 123661 · % of assets, Hourly charges, Fixed fees · $6.2 million AUMState registeredNo commissions reportedNestvst14090 Southwest Fwy, Suite 300 · Sugar Land, TX 77478 · (832) 592-1760 · Flat / fixed feesCRD 336825 · % of assets, Fixed fees · $7,067 AUMSEC registeredNo commissions reportedRwm Capital, LLC1600 Highway 6, Suite 340 · Sugar Land, TX 77478 · (832) 981-7000 · Financial planningCRD 310635 · % of assets, Hourly charges, Fixed fees · $222.4 million AUMSEC registeredNo commissions reportedSweetwater Financial Advisors, LLC4655 Sweetwater Blvd., Suite 300 · Sugar Land, TX 77479 · (281) 491-3333 · Financial planningCRD 118372 · % of assets, Fixed fees, Performance-based fees · $84.4 million AUMState registeredNo commissions reportedVerus Financial Group14141 Southwest Freeway, Suite 150 · Sugar Land, TX 77478 · (713) 909-3188 · Financial planningCRD 315153 · % of assets, Hourly charges, Fixed fees · $158.7 million AUMSEC registeredNo commissions reportedWj Interests, LLC2333 Town Center Drive, Suite 100 · Sugar Land, TX 77478 · (281) 634-9400 · Financial planningCRD 114381 · % of assets, Hourly charges, Fixed fees · $633.5 million AUMSEC registeredNo commissions reported