Flat / fixed fees in Farmington, UT

3 advisers in Farmington 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 3

Family Wealth Advisors670 West Shepard Lane, Suite 101 · Farmington, UT 84025 · (801) 447-4656 · Financial planningCRD 117475 · % of assets, Fixed fees · $45.2 million AUMState registeredNo commissions reported Landmark Wealth Advisors, LLC286 South 200 West, Suite 230 · Farmington, UT 84025 · (801) 295-8700 · Financial planningCRD 166989 · % of assets, Hourly charges, Fixed fees · $135.9 million AUMSEC registeredNo commissions reported Promontory Financial Planning, LLC240 N. East Promontory Suite 200 · Farmington, UT 84025 · (801) 513-2545 · Financial planningCRD 153666 · % of assets, Hourly charges, Fixed fees · $319.0 million AUMSEC registeredNo commissions reported