Flat / fixed fees in Sandy, UT

4 advisers in Sandy 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

Net Worth Advisory Group, LLC75 W. Towne Ridge Parkway, Suite 460 · Sandy, UT 84070 · (801) 566-6639 · Financial planningCRD 126983 · % of assets, Hourly charges, Fixed fees · $838.4 million AUMSEC registeredNo commissions reported New Millennium Group10050 South State Street · Sandy, UT 84070 · (801) 446-9950 · Financial planningCRD 299249 · % of assets, Hourly charges, Fixed fees · $257.0 million AUMSEC registeredNo commissions reported Rfk Capital Management9903 S. Pinehurst Drive · Sandy, UT 84092 · (801) 372-1446 · Financial planningCRD 295075 · Fixed fees, OtherState registeredNo commissions reported Terrion Advisors, INC.8307 S. 700 E. · Sandy, UT 84070 · (801) 562-8844 · Financial planningCRD 145254 · % of assets, Hourly charges, Fixed fees · $32.0 million AUMState registeredNo commissions reported