Fee-OnlyFinder

Flat / fixed fees in Salt Lake City, UT

25 advisers in Salt Lake City 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 25

Ag Financial2825 East Cottonwood Parkway, Suite 500 · Salt Lake City, UT 84121 · (801) 990-3470 · Flat / fixed feesCRD 140226 · % of assets, Fixed fees · $103.5 million AUMSEC registeredNo commissions reportedAlbion Financial Group812 East 2100 South · Salt Lake City, UT 84106 · (801) 487-3700 · Financial planningCRD 105957 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedCottonwood Wealth Strategies, LLC650 South 500 West, Suite #185 · Salt Lake City, UT 84101 · (385) 853-5000 · Financial planningCRD 311272 · % of assets, Hourly charges, Fixed fees · $279.0 million AUMSEC registeredNo commissions reportedCrewe Advisors650 S. Main Street, Suite 700 · Salt Lake City, UT 84101 · (385) 355-2700 · Financial planningCRD 173920 · % of assets, Hourly charges, Fixed fees · $3.1 billion AUMSEC registeredNo commissions reportedCynosure Group, LLC111 South Main Street, Suite 2350 · Salt Lake City, UT 84111 · (801) 521-3100 · Financial planningCRD 281399 · % of assets, Fixed fees, Performance-based fees · $9.8 billion AUMSEC registeredNo commissions reportedCynosure Portfolio Advisors LLC111 South Main Street, Suite 2350 · Salt Lake City, UT 84111 · (801) 521-3100 · Financial planningCRD 337747 · % of assets, Hourly charges, Fixed fees · $5.8 million AUMSEC registeredNo commissions reportedDentist Advisors6440 S Wasatch Blvd., Suite 215 · Salt Lake City, UT 84121 · (801) 748-1243 · Financial planningCRD 149559 · % of assets, Hourly charges, Fixed fees · $504.0 million AUMSEC registeredNo commissions reportedGuardian Wealth Management299 South Main Street, Suite 1300 · Salt Lake City, UT 84111 · (385) 355-4455 · Financial planningCRD 146923 · % of assets, Fixed fees · $174.8 million AUMSEC registeredNo commissions reportedJacobsen Capital Management101 South 200 East, Suite 524 · Salt Lake City, UT 84111 · (801) 746-7171 · Financial planningCRD 116085 · % of assets, Hourly charges, Fixed fees · $562.9 million AUMSEC registeredNo commissions reportedJhp Planning, LLC5505 South 900 East, Suite 120 · Salt Lake City, UT 84117 · (385) 388-4386 · Financial planningCRD 336436 · % of assets, Hourly charges, Fixed fees · $86.6 million AUMState registeredNo commissions reported
Lefavi Wealth Management2323 Foothill Dr., Suite 100 · Salt Lake City, UT 84109 · (801) 486-9000 · Financial planningCRD 104961 · % of assets, Fixed fees · $445.0 million AUMSEC registeredNo commissions reportedLifepoint Financial Design26 S Rio Grande, #2072 · Salt Lake City, UT 84101 · (805) 234-7288 · Financial planningCRD 321153 · % of assets, Fixed fees · $18.8 million AUMState registeredNo commissions reportedMaximus Wealth Advisors517 South 200 West Garden Level, Suite 10 · Salt Lake City, UT 84101 · (801) 870-7510 · Financial planningCRD 299455 · % of assets, Hourly charges, Fixed fees · $8.0 million AUMState registeredNo commissions reportedNarus Financial Partners, LLC1245 E. Brickyard Road, Suite 160 · Salt Lake City, UT 84106 · (866) 534-0530 · Financial planningCRD 173534 · % of assets, Hourly charges, Fixed fees · $559.0 million AUMSEC registeredNo commissions reportedNavigate Financial LLC999 E. Murray Holladay Rd, Suite 202 · Salt Lake City, UT 84117 · (801) 905-1644 · Financial planningCRD 325945 · % of assets, Hourly charges, Subscription fees · $337.9 million AUMSEC registeredNo commissions reportedNorth Capital623 E Fort Union Blvd., Suite 101 · Salt Lake City, UT 84047 · Financial planningCRD 148802 · % of assets, Hourly charges, Fixed fees · $365.8 million AUMSEC registeredNo commissions reportedPl Wealth Advisors, LLC650 South 500 West, Suite 128 · Salt Lake City, UT 84101 · (800) 870-8670 · Financial planningCRD 170887 · % of assets, Hourly charges, Fixed fees · $1.4 million AUMState registeredNo commissions reportedRefined Wealth Management515 South 1000 East, Suite L2 · Salt Lake City, UT 84102 · (385) 351-0200 · Financial planningCRD 169563 · % of assets, Fixed fees · $210.9 million AUMSEC registeredNo commissions reportedSepio Capital, LP2795 E Cottonwood Parkway, Suite 600 · Salt Lake City, UT 84121 · (415) 915-3708 · Financial planningCRD 285645 · % of assets, Fixed fees, Performance-based fees · $5.6 billion AUMSEC registeredNo commissions reportedSeven Canyons Advisors, LLC22 East 100 South, 4th Floor · Salt Lake City, UT 84111 · (801) 349-2718 · Flat / fixed feesCRD 290334 · % of assets, Fixed fees, Performance-based fees · $90.0 million AUMSEC registeredNo commissions reportedSlayton Lewis INC22 East 100 South, Third Floor · Salt Lake City, UT 84111 · (801) 521-2191 · Financial planningCRD 114596 · % of assets, Hourly charges, Fixed fees · $334.4 million AUMSEC registeredNo commissions reportedThe Prudent Planner, LLC333 Pierpont Avenue, Suite 4 · Salt Lake City, UT 84101 · (801) 201-7012 · Financial planningCRD 285028 · % of assets, Hourly charges, Fixed fees · $1.3 million AUMState registeredNo commissions reportedThree Seasons Wealth111 East Broadway, Ste 1250 · Salt Lake City, UT 84111 · (801) 662-0585 · Financial planningCRD 326517 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedWilson Financial Advisors, INC.230 South 500 East, Suite #120 · Salt Lake City, UT 84102 · (801) 355-5210 · Financial planningCRD 116274 · Hourly charges, Fixed feesState registeredNo commissions reportedWilson Wealth Management, INC.1555 East Stratford Avenue, Ste 100 · Salt Lake City, UT 84106 · (801) 467-5300 · Financial planningCRD 294731 · % of assets, Hourly charges, Fixed fees · $78.1 million AUMState registeredNo commissions reported