Fee-OnlyFinder

Flat / fixed fees in Provo, UT

7 advisers in Provo 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 7

Accuvest Global Advisors, INC.3575 N. 100 E., Suite 350 · Provo, UT 84604 · (925) 930-2882 · Flat / fixed feesCRD 134096 · % of assets, Fixed fees, Performance-based fees · $630.5 million AUMSEC registeredNo commissions reportedBlue Diamond Capital Investment Advisors180 N University Ave, Suite 250 · Provo, UT 84601 · (801) 932-0311 · Financial planningCRD 333059 · Hourly charges, Fixed fees · $301.4 million AUMSEC registeredNo commissions reportedPortside Wealth Group, LLC3507 N University Ave, Suite 150 · Provo, UT 84604 · (385) 412-1222 · Financial planningCRD 325175 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedRetirement Advice LLC412 W River's Edge Dr, Suite 30 · Provo, UT 84664 · (801) 228-0103 · Financial planningCRD 325031 · % of assets, Hourly charges, Fixed fees · $25.5 million AUMState registeredNo commissions reportedRetirement Solutions Investments, INC.677 North 1890 West · Provo, UT 84601 · (801) 465-6990 · Financial planningCRD 171199 · % of assets, Fixed fees, Other · $57.8 million AUMState registeredNo commissions reportedSunset Retirement Advisors LLC350 East Center Street, #10 · Provo, UT 84606 · (801) 850-3013 · Financial planningCRD 333226 · % of assets, Hourly charges, Fixed fees · $3.5 million AUMState registeredNo commissions reportedThe Norden Group LLC5255 N Edgewood Drive, Suite 225 · Provo, UT 84604 · (801) 331-5511 · Financial planningCRD 323988 · % of assets, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reported