Fee-OnlyFinder

Flat / fixed fees in St. George, UT

3 advisers in St. George 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 3

Dance Investment Partners, LLC169 W 2710 South Cir, Suite 202a · St. George, UT 84790 · (385) 534-8454 · Financial planningCRD 335896 · % of assets, Fixed fees · $3.3 million AUMState registeredNo commissions reportedSoltis Investment Advisors, LLC20 North Main St, Suite 400 · St. George, UT 84770 · (435) 674-1600 · Financial planningCRD 154690 · % of assets, Fixed fees, Performance-based fees · $12.0 billion AUMSEC registeredNo commissions reportedYour Ia, LLC620 South 400 East · St. George, UT 84770 · (800) 823-0489 · Financial planningCRD 338535 · % of assets, Hourly charges, Fixed fees · $106.6 million AUMSEC registeredNo commissions reported