Fee-OnlyFinder

Flat / fixed fees in Holladay, UT

3 advisers in Holladay 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

Interwise3115 East Lion Lane, Suite 160 · Holladay, UT 84121 · (801) 484-6004 · Financial planningCRD 316746 · % of assets, Hourly charges, Fixed fees · $369.7 million AUMSEC registeredNo commissions reportedPlatform Wealth Advisors6510 S. Millrock Dr · Holladay, UT 84121 · (385) 243-0553 · Financial planningCRD 329313 · % of assets, Fixed fees · $509.0 million AUMSEC registeredNo commissions reportedYou First Financial LLC3115 East Lion Lane, Suite160 · Holladay, UT 84121 · (518) 312-9913 · Financial planningCRD 292984 · % of assets, Fixed fees, Other · $22.1 million AUMState registeredNo commissions reported