Fee-OnlyFinder

Flat / fixed fees in Orem, UT

6 advisers in Orem 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

Blue Barn Wealth370 West Center Street · Orem, UT 84057 · (801) 466-4101 · Financial planningCRD 107202 · % of assets, Hourly charges, Fixed fees · $317.1 million AUMSEC registeredNo commissions reportedExponent Wealth LLC562 Technology Avenue, Suite C-15 · Orem, UT 84097 · (801) 459-1190 · Financial planningCRD 334968 · % of assets, Fixed fees · $110.4 million AUMSEC registeredNo commissions reportedKeeler Thomas Management LLC1327 South 800 East · Orem, UT 84097 · (801) 226-0800 · Financial planningCRD 109522 · % of assets, Hourly charges, Fixed fees · $305.5 million AUMSEC registeredNo commissions reportedSquire Wealth Advisors1329 South 800 East · Orem, UT 84097 · (801) 226-7722 · Financial planningCRD 117750 · % of assets, Hourly charges, Fixed fees · $586.7 million AUMSEC registeredNo commissions reportedThe Professional Financial Company LLC384 W Center St · Orem, UT 84057 · (801) 701-2345 · Financial planningCRD 286419 · % of assets, Fixed fees · $246.1 million AUMSEC registeredNo commissions reportedTimpanogos Financial Advisors, INC.821 North 900 West, Suite 304 · Orem, UT 84057 · (801) 607-5670 · Financial planningCRD 328166 · % of assets, Hourly charges, Fixed fees · $99.2 million AUMState registeredNo commissions reported