Flat / fixed fees in Bellingham, WA

5 advisers in Bellingham 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 5

Saturna Capital Corporation1300 N State St. · Bellingham, WA 98225 · (360) 734-9900 · Financial planningCRD 25586 · % of assets, Fixed fees, Performance-based fees · $10.5 billion AUMSEC registeredNo commissions reported Skyline Advisors, INC.405 32nd Street, Suite 201 · Bellingham, WA 98225 · (360) 671-1621 · Flat / fixed feesCRD 188511 · % of assets, Fixed fees · $386.5 million AUMSEC registeredNo commissions reported Tradewinds Capital Management, LLC2211 Rimland Drive, Suite 401 · Bellingham, WA 98226 · (360) 715-9000 · Financial planningCRD 145934 · % of assets, Hourly charges, Fixed fees · $727.3 million AUMSEC registeredNo commissions reported Wealthmark, LLC1329 N. State St, Suite 206 · Bellingham, WA 98225 · (360) 734-1323 · Financial planningCRD 144948 · % of assets, Fixed fees, Performance-based fees · $132.0 million AUMSEC registeredNo commissions reported West Invest1801 F Street · Bellingham, WA 98225 · (360) 738-6019 · Financial planningCRD 327641 · % of assets, Fixed fees · $304.5 million AUMSEC registeredNo commissions reported