Fee-OnlyFinder

Flat / fixed fees in Draper, UT

6 advisers in Draper 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

Coign Capital Advisors LLC12012 South 700 E., Suite 100 · Draper, UT 84020 · (801) 676-4570 · Financial planningCRD 171306 · % of assets, Fixed fees · $472.9 million AUMSEC registeredNo commissions reportedElevated Capital Advisors, LLC11925 South 700 East · Draper, UT 84020 · (385) 237-3338 · Financial planningCRD 226721 · % of assets, Hourly charges, Fixed fees · $499.1 million AUMSEC registeredNo commissions reportedHealthequity Advisors15 West Scenic Pointe Drive, Suite 100 · Draper, UT 84020 · (801) 508-3248 · Flat / fixed feesCRD 167105 · % of assets, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedMedicus Wealth Planning, INC.11681 S 700 E, Suite 200 · Draper, UT 84020 · (801) 994-4777 · Financial planningCRD 282904 · % of assets, Fixed fees · $160.8 million AUMSEC registeredNo commissions reportedNavigate Private Wealth, LLC12012 South 700 East, Suite 100 · Draper, UT 84020 · (801) 676-4588 · Financial planningCRD 170774 · % of assets, Hourly charges, Fixed fees · $529.2 million AUMSEC registeredNo commissions reportedProactive Wealth Management, INC.12525 S Fort Street · Draper, UT 84020 · (801) 826-3985 · Financial planningCRD 301232 · % of assets, Fixed fees · $9.3 million AUMState registeredNo commissions reported