Fee-OnlyFinder

Flat / fixed fees in Waco, TX

6 advisers in Waco 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 6

Bible & Sovereign Partners Financial Services2525 E Lakeshore Dr #1807 · Waco, TX 76705 · (254) 495-6899 · Financial planningCRD 299244 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedDisciplined Investors, L.L.C.100 North 6th Street, Suite 500 · Waco, TX 76701 · (254) 265-7410 · Financial planningCRD 114614 · % of assets, Hourly charges, Fixed fees · $941.6 million AUMSEC registeredNo commissions reportedInvestors Brokerage of Texas, LTD.225 South 5th Street · Waco, TX 76701 · (254) 759-3702 · Flat / fixed feesCRD 13037 · % of assets, Fixed fees · $98.6 million AUMState registeredNo commissions reportedOpen Range Financial Group, LLC510 Austin Ave, Suite 118 · Waco, TX 76701 · (713) 706-3753 · Financial planningCRD 175296 · % of assets, Fixed fees · $77.3 million AUMState registeredNo commissions reportedThe Aspen Equity Group510 N. Valley Mills, Suite 404 · Waco, TX 76710 · (970) 925-1499 · Financial planningCRD 118282 · % of assets, Hourly charges, Fixed fees · $36.7 million AUMState registeredNo commissions reportedWinnacle Wealth, LLC200 W. Hwy 6, Suite 330 · Waco, TX 76712 · (254) 776-8400 · Financial planningCRD 317181 · % of assets, Hourly charges, Fixed fees · $145.0 million AUMSEC registeredNo commissions reported