Flat / fixed fees in Mercer Island, WA

4 advisers in Mercer Island 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

Goldbloom Wealth Management LLC7900 Se 28th Street, Suite 500 · Mercer Island, WA 98040 · (206) 528-2001 · Financial planningCRD 153678 · % of assets, Hourly charges, Fixed fees · $100.8 million AUMState registeredNo commissions reported Northwest Asset Management2835 82nd Avenue Se, Ste 100 · Mercer Island, WA 98040 · (206) 838-3680 · Financial planningCRD 147923 · % of assets, Hourly charges, Fixed fees · $4.1 billion AUMSEC registeredNo commissions reported S. R. Schill & Associates, INC.2448 - 76th Ave Se, Suite 107 · Mercer Island, WA 98040 · (206) 275-2700 · Financial planningCRD 105864 · % of assets, Fixed fees · $143.1 million AUMSEC registeredNo commissions reported The Planner's Edge LLC2737 78th Avenue Se, Suite 103 · Mercer Island, WA 98040 · (206) 232-4500 · Financial planningCRD 114616 · % of assets, Hourly charges, Fixed fees · $178.7 million AUMSEC registeredNo commissions reported