Fee-OnlyFinder

Flat / fixed fees in Kirkland, WA

6 advisers in Kirkland 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 6

Five Cedars608 State St, Suite 100 L · Kirkland, WA 98033 · (425) 321-1234 · Financial planningCRD 319384 · % of assets, Hourly charges, Fixed fees · $22.9 million AUMState registeredNo commissions reportedKaizen Financial Advisors, LLC4030 Lake Washington Blvd, Suite 308 · Kirkland, WA 98033 · (425) 321-5800 · Financial planningCRD 155353 · % of assets, Hourly charges, Fixed fees · $283.7 million AUMSEC registeredNo commissions reportedPrevail Wealth Management520 Kirkland Way, Ste 201 · Kirkland, WA 98033 · (425) 448-1818 · Financial planningCRD 164532 · % of assets, Hourly charges, Fixed fees · $260.8 million AUMSEC registeredNo commissions reportedPrivate Asset Management INC4040 Lake Washington Blvd Ne, #305 · Kirkland, WA 98033 · (425) 213-1600 · Financial planningCRD 108815 · % of assets, Hourly charges, Fixed fees · $109.5 million AUMSEC registeredNo commissions reportedRobinswood Financial3425 Carillon Point, Building 3000, 4th Floor · Kirkland, WA 98033 · (452) 296-1611 · Financial planningCRD 143417 · % of assets, Hourly charges, Fixed fees · $453.2 million AUMSEC registeredNo commissions reportedSpg Advisors LLC11411 Ne 124th St, Suite 255 · Kirkland, WA 98034 · (425) 821-9442 · Financial planningCRD 284496 · % of assets, Hourly charges, Fixed fees · $535.4 million AUMSEC registeredNo commissions reported