Fee-OnlyFinder

Flat / fixed fees in The Woodlands, TX

22 advisers in The Woodlands 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 22

Assurance Wealth Management9400 Grogans Mill Rd, Suite #340 · The Woodlands, TX 77380 · (281) 440-4200 · Financial planningCRD 299459 · % of assets, Fixed fees · $37.4 million AUMState registeredNo commissions reportedAvion Wealth2829 Technology Forest Boulevard, Suite 300 · The Woodlands, TX 77381 · (281) 528-1200 · Financial planningCRD 134242 · % of assets, Fixed fees · $984.6 million AUMSEC registeredNo commissions reportedBellatore Financial, INC.1790 Hughes Landing Blvd, Suite 575 · The Woodlands, TX 77380 · (877) 242-9949 · Hourly feesCRD 143543 · % of assets, Hourly charges, Fixed fees · $638.7 million AUMSEC registeredNo commissions reportedBison Investment Advisors, LLC10055 Grogans Mill, Suite 120 · The Woodlands, TX 77380 · (281) 665-3616 · Hourly feesCRD 149775 · % of assets, Hourly charges, Fixed fees · $157.5 million AUMSEC registeredNo commissions reportedBright Vision Wealth25211 Grogan's Mill Rd, Suite 323 · The Woodlands, TX 77380 · (281) 798-7551 · Financial planningCRD 301522 · % of assets, Fixed fees · $26.7 million AUMState registeredNo commissions reportedCooksen Wealth, LLC1790 Hughes Landing Boulevard, Suite 400 · The Woodlands, TX 77380 · (832) 592-2554 · Financial planningCRD 300451 · % of assets, Fixed fees · $206.2 million AUMSEC registeredNo commissions reportedCrosswell Family Wealth Advisors1790 Hughes Landing Blvd, Suite 470 · The Woodlands, TX 77380 · (346) 800-1801 · Flat / fixed feesCRD 150076 · % of assets, Fixed fees · $80.6 million AUMState registeredNo commissions reportedDiamond Client Group, LLC9595 Six Pines Drive, Suite 6200 · The Woodlands, TX 77380 · (832) 319-1555 · Financial planningCRD 310570 · % of assets, Hourly charges, Fixed fees · $185.8 million AUMSEC registeredNo commissions reportedEndeavor Advisors, LLC2001 Timberloch Place, Suite 500 · The Woodlands, TX 77380 · (281) 326-9902 · Financial planningCRD 324925 · % of assets, Hourly charges, Fixed fees · $559.5 million AUMSEC registeredNo commissions reportedErguz, LLC9595 Six Pines Dr., Suite 8210 · The Woodlands, TX 77380 · (832) 631-6284 · Flat / fixed feesCRD 168009 · % of assets, Fixed fees · $889.0 million AUMSEC registeredNo commissions reported
Hfg Wealth Management, LLC1790 Hughes Landing Blvd, Suite 575 · The Woodlands, TX 77380 · (832) 585-0110 · Financial planningCRD 148406 · % of assets, Hourly charges, Fixed fees · $505.6 million AUMSEC registeredNo commissions reportedIas Wealth Management, INC.9303 New Trails Drive, Suite 450 · The Woodlands, TX 77381 · (281) 364-0606 · Financial planningCRD 112486 · % of assets, Hourly charges, Fixed fees · $588.5 million AUMSEC registeredNo commissions reportedLegacy Capital1725 Hughes Landing Blvd.,, Suite 860 · The Woodlands, TX 77380 · (281) 595-1990 · Financial planningCRD 332184 · % of assets, Hourly charges, Fixed fees · $273.4 million AUMSEC registeredNo commissions reportedLegacy Financial Designs9002 Six Pines Drive · The Woodlands, TX 77380 · (832) 510-0175 · Financial planningCRD 314338 · % of assets, Fixed fees · $31.0 million AUMState registeredNo commissions reportedMellig Group, LLC8350 Ashlane Way · The Woodlands, TX 77382 · (281) 206-8856 · Financial planningCRD 283152 · % of assets, Hourly charges, Fixed fees · $109.9 million AUMState registeredNo commissions reportedOutlook Wealth Advisors, LLC224 Ed English Dr., Suite a · The Woodlands, TX 77385 · (281) 872-1515 · Financial planningCRD 291465 · % of assets, Fixed fees · $593.7 million AUMSEC registeredNo commissions reportedSf Planning Group LLC2002 Timberloch Pl, Suite 200 · The Woodlands, TX 77380 · (713) 909-0940 · Financial planningCRD 331145 · % of assets, Fixed fees · $4.8 million AUMState registeredNo commissions reportedSumma Corp.1790 Hughes Landing Blvd., Suite 470 · The Woodlands, TX 77380 · (281) 362-9977 · Flat / fixed feesCRD 113091 · % of assets, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedThe Sum4526 Research Forest Dr., Suite 240 · The Woodlands, TX 77381 · (281) 940-4859 · Financial planningCRD 297658 · Hourly charges, Fixed fees · $551.4 million AUMSEC registeredNo commissions reportedWaterway Wealth Management, L.L.C.21 Waterway, Suite 500 · The Woodlands, TX 77380 · (281) 363-0000 · Financial planningCRD 164975 · % of assets, Hourly charges, Fixed fees · $675.8 million AUMSEC registeredNo commissions reportedWealth Solutions, INC.21 Waterway Avenue, Suite 300 · The Woodlands, TX 77380 · (512) 600-9880 · Financial planningCRD 35331 · % of assets, Fixed fees · $53.7 million AUMState registeredNo commissions reportedWhite Wing Wealth Management, LLC10001 Woodloch Forest Drive, Suite 515 · The Woodlands, TX 77380 · (832) 764-5305 · Financial planningCRD 226524 · % of assets, Hourly charges, Fixed fees · $182.8 million AUMSEC registeredNo commissions reported