Fee-OnlyFinder

Flat / fixed fees in Cottonwood Heights, UT

5 advisers in Cottonwood Heights 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 5

Abg Consultants6975 S Union Park Ctr, #644 · Cottonwood Heights, UT 84047 · (801) 486-5069 · Financial planningCRD 131129 · % of assets, Hourly charges, Fixed fees · $697.4 million AUMSEC registeredNo commissions reportedBrighton Wealth Management, INC.6975 Union Park Ave., #600 · Cottonwood Heights, UT 84047 · (801) 261-1611 · Financial planningCRD 148457 · % of assets, Hourly charges, Fixed fees · $131.9 million AUMSEC registeredNo commissions reportedFiduciary Advisors, LLC6975 S Union Park Ctr, #644 · Cottonwood Heights, UT 84047 · (801) 492-7341 · Financial planningCRD 104189 · % of assets, Hourly charges, Fixed fees · $520.2 million AUMSEC registeredNo commissions reportedM2 Financial LLC7396 S Union Park Ave., Suite 301 · Cottonwood Heights, UT 84047 · (801) 383-0333 · Financial planningCRD 327044 · % of assets, Fixed fees · $84.1 million AUMState registeredNo commissions reportedTwin Peaks Wealth Management LLC2825 East Cottonwood Parkway, Suite 500 · Cottonwood Heights, UT 84121 · (801) 557-8725 · Financial planningCRD 165044 · % of assets, Hourly charges, Fixed fees · $50.0 million AUMState registeredNo commissions reported