Flat / fixed fees in Logan, UT

4 advisers in Logan 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 4

Andina Advisors1300 N 200 E, Suite 112 · Logan, UT 84341 · (435) 250-3700 · Financial planningCRD 151762 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reported Beacon Financial Planning, LLC95 West 100 South, Suite 210 · Logan, UT 84321 · (435) 752-6496 · Financial planningCRD 121462 · % of assets, Hourly charges, Fixed fees · $62.1 million AUMState registeredNo commissions reported Harold Dance Investments72 E Center Street · Logan, UT 84321 · (435) 752-8484 · Financial planningCRD 1582 · % of assets, Hourly charges, Fixed fees · $158.0 million AUMSEC registeredNo commissions reported Peak Investment Coaching, LLC88 West Center Street · Logan, UT 84321 · (435) 494-1742 · Financial planningCRD 167757 · % of assets, Fixed feesState registeredNo commissions reported