Fee-OnlyFinder

Flat / fixed fees in Seattle, WA

45 advisers in Seattle 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 45

2020 Financial Planning LLC1700 7th Avenue, Suite 2100 (Premier Workspaces) · Seattle, WA 98101 · (206) 972-6368 · Financial planningCRD 153979 · % of assets, Hourly charges, Fixed fees · $2.9 million AUMState registeredNo commissions reportedAspire Capital Advisors LLC1815 North 45th Street, Suite 105 · Seattle, WA 98103 · (206) 939-5615 · Financial planningCRD 298366 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedAvantia Investment Services, LLC400 University Street, 3rd Floor · Seattle, WA 98101 · (425) 589-0904 · Flat / fixed feesCRD 307869 · % of assets, Fixed fees · $119.1 million AUMSEC registeredNo commissions reportedBac Capital Advisors LLC601 Union St., Suite 1450 · Seattle, WA 98101 · (206) 625-1800 · Flat / fixed feesCRD 116816 · % of assets, Fixed fees · $301.2 million AUMSEC registeredNo commissions reportedBadgley Phelps Wealth Managers1420 Fifth Avenue, Suite 3200 · Seattle, WA 98101 · (206) 623-6172 · Financial planningCRD 315440 · % of assets, Hourly charges, Fixed fees · $7.3 billion AUMSEC registeredNo commissions reportedBreakwater Investment Management2033 Sixth Avenue, #1010 · Seattle, WA 98121 · (206) 621-8832 · Financial planningCRD 150841 · % of assets, Hourly charges, Fixed fees · $302.7 million AUMSEC registeredNo commissions reportedBrighton Jones LLC2030 1st Avenue, 3rd Floor · Seattle, WA 98121 · (206) 258-5000 · Financial planningCRD 108601 · % of assets, Hourly charges, Fixed fees · $18.9 billion AUMSEC registeredNo commissions reportedCadence Wealth Management, LLC1420 5th Avenue, #2200 · Seattle, WA 98101 · (206) 224-5636 · Financial planningCRD 158636 · % of assets, Hourly charges, Fixed fees · $104.5 million AUMState registeredNo commissions reportedCedar River Capital, LLC701 Fifth Ave, Columbia Tower, 42nd Floor · Seattle, WA 98104 · (206) 317-1612 · Hourly feesCRD 288579 · % of assets, Hourly charges, Fixed fees · $55.9 million AUMState registeredNo commissions reportedColmina, LLC2212 Queen Anne Avenue North, #931 · Seattle, WA 98109 · (206) 832-1520 · Financial planningCRD 289191 · % of assets, Hourly charges, Fixed fees · $140.3 million AUMState registeredNo commissions reported
Columbia Strategic Wealth Advisors, LLC9030 35th Avenue Sw, Suite 100 · Seattle, WA 98126 · (206) 701-9196 · Financial planningCRD 306966 · % of assets, Hourly charges, Fixed fees · $13.3 million AUMState registeredNo commissions reportedConcreit Fund Management LLC1942 Westlake Ave, Unit 3204 · Seattle, WA 98101 · (206) 350-7570 · Flat / fixed feesCRD 310737 · % of assets, Fixed fees · $9.0 million AUMSEC registeredNo commissions reportedDirectional Financial Services1420 5th Ave, Suite 3150 · Seattle, WA 98101 · (206) 508-3240 · Financial planningCRD 171903 · % of assets, Hourly charges, Fixed fees · $11.5 million AUMSEC registeredNo commissions reportedEmpirical Wealth Management1420 5th Ave, Suite 3150 · Seattle, WA 98101 · (206) 923-3474 · Financial planningCRD 152622 · % of assets, Hourly charges, Fixed fees · $8.4 billion AUMSEC registeredNo commissions reportedFreestone Capital Management, LLC701 5th Avenue, 74th Floor · Seattle, WA 98104 · (206) 707-7300 · Financial planningCRD 145711 · % of assets, Fixed fees, Performance-based fees · $14.5 billion AUMSEC registeredNo commissions reportedFulcrum Capital, LLC800 Fifth Avenue, Suite 3800 · Seattle, WA 98104 · (206) 223-9790 · Financial planningCRD 145322 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedGarde Capital, INC.1301 Fifth Avenue, Suite 3030 · Seattle, WA 98101 · (206) 552-7900 · Financial planningCRD 151043 · % of assets, Hourly charges, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedGreene Wealth Management, LLC1301 5th Avenue, Suite 3410 · Seattle, WA 98101 · (206) 623-2200 · Financial planningCRD 137810 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedHamrick Investment Counsel, LLC2033 Sixth Avenue, Suite 820 · Seattle, WA 98121 · (206) 441-9911 · Financial planningCRD 116314 · % of assets, Hourly charges, Fixed fees · $299.2 million AUMSEC registeredNo commissions reportedHelm Capital Management1904 Third Avenue, Suite 325 · Seattle, WA 98101 · (206) 654-6200 · Flat / fixed feesCRD 123174 · % of assets, Fixed fees · $400.8 million AUMSEC registeredNo commissions reportedHohimer Wealth Management, LLCOne Union Square, 600 University Street, Suite 2401 · Seattle, WA 98101 · (206) 709-5955 · Financial planningCRD 300140 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedInvesco Managed Accounts, LLC1700 Seventh Ave, Suite 1130 · Seattle, WA 98101 · (866) 769-2773 · Flat / fixed feesCRD 154461 · % of assets, Fixed fees · $31.3 billion AUMSEC registeredNo commissions reportedKunath Karren Rinne & Atkin LLC1201 Third Ave, #1680 · Seattle, WA 98101 · (206) 621-7400 · Financial planningCRD 104531 · % of assets, Fixed fees · $373.0 million AUMSEC registeredNo commissions reportedKutscher Benner Barsness & Stevens, INC.1201 Western Ave, Suite 600 · Seattle, WA 98101 · (206) 462-6100 · Financial planningCRD 107475 · % of assets, Hourly charges, Fixed fees · $627.8 million AUMSEC registeredNo commissions reportedLakeside Advisors INC1115 East Denny Way · Seattle, WA 98122 · (206) 285-1730 · Financial planningCRD 104540 · % of assets, Hourly charges, Fixed fees · $412.2 million AUMSEC registeredNo commissions reportedLesa Sroufe & Company, INC.801 Second Ave, Suite 304 · Seattle, WA 98104 · (206) 838-8383 · Financial planningCRD 130232 · % of assets, Fixed fees · $207.3 million AUMSEC registeredNo commissions reportedLnw801 Second Avenue, Suite 1600 · Seattle, WA 98104 · (206) 464-5100 · Financial planningCRD 107341 · % of assets, Fixed fees · $12.2 billion AUMSEC registeredNo commissions reportedLucid Advisors, INC.2101 4th Avenue, Suite 2130 · Seattle, WA 98121 · (206) 267-2222 · Financial planningCRD 116639 · Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedMadison Park Capital Advisors, LLC701 Fifth Avenue, Suite 4200 · Seattle, WA 98104 · (206) 623-6722 · Financial planningCRD 172780 · % of assets, Fixed fees · $294.8 million AUMSEC registeredNo commissions reportedMont Ai4311 11th Avenue Ne, Suite 500, Office 507 · Seattle, WA 98105 · (206) 620-3130 · Flat / fixed feesCRD 340142 · Fixed fees · $32,498 AUMState registeredNo commissions reportedNewground Social Investment111 Queen Anne Ave N, Suite 500 · Seattle, WA 98109 · (206) 522-1944 · Financial planningCRD 117060 · % of assets, Hourly charges, Fixed fees · $161.1 million AUMSEC registeredNo commissions reportedNorthern Lights Advisors, INC.1448 Nw Market St, Suite 500 · Seattle, WA 98107 · (206) 203-6638 · Financial planningCRD 167824 · % of assets, Hourly charges, Fixed fees · $258.9 million AUMSEC registeredNo commissions reportedParametric Portfolio Associates800 Fifth Avenue, Suite 2800 · Seattle, WA 98104 · (206) 694-5500 · Flat / fixed feesCRD 114310 · % of assets, Fixed fees · $684.8 billion AUMSEC registeredNo commissions reportedPathmont Investment Management2208 Nw Market St, Suite 507 · Seattle, WA 98107 · (206) 399-0454 · Flat / fixed feesCRD 299217 · % of assets, Fixed fees · $169.7 million AUMSEC registeredNo commissions reportedSapling Wealth Management2800 1st Avenue · Seattle, WA 98121 · (206) 281-4055 · Financial planningCRD 155361 · % of assets, Hourly charges, Fixed fees · $93.0 million AUMState registeredNo commissions reportedSeattle Wealth Management LLC8301-A 5th Avenue Ne · Seattle, WA 98115 · (206) 858-6973 · Financial planningCRD 285877 · % of assets, Hourly charges, Fixed fees · $131.3 million AUMSEC registeredNo commissions reportedSitka Pacific Capital Management, LLC701 Fifth Ave, Suite 4200 · Seattle, WA 98104 · (425) 967-5533 · Flat / fixed feesCRD 134699 · % of assets, Fixed fees · $41.3 million AUMState registeredNo commissions reportedStrategic Retirement Partners, LLC1501 California Ave Sw, Apt 307 · Seattle, WA 98116 · (425) 221-1422 · Hourly feesCRD 297011 · % of assets, Hourly charges, Fixed fees · $4.6 million AUMState registeredNo commissions reportedSynergos Advisory1700 Westlake Ave N, Suite 200 · Seattle, WA 98109 · (206) 800-8056 · Financial planningCRD 304021 · Hourly charges, Fixed fees · $3.9 million AUMState registeredNo commissions reportedTruenorth Wealth Advisors1200 Fifth Avenue, Suite 1810 · Seattle, WA 98101 · (206) 652-4314 · Financial planningCRD 118273 · % of assets, Hourly charges, Fixed fees · $321.7 million AUMSEC registeredNo commissions reportedVeltra Capital600 1st Ave Ste 330, Pmb 403908 · Seattle, WA 98104 · (202) 492-1838 · Flat / fixed feesCRD 312241 · % of assets, Fixed fees, Performance-based fees · $5.7 million AUMState registeredNo commissions reportedVictor Jones CPA, PC1511 3rd Ave. Suite 503 · Seattle, WA 98101 · (206) 743-1375 · Financial planningCRD 324604 · % of assets, Hourly charges, Fixed fees · $3.9 million AUMState registeredNo commissions reportedWafd Wealth, INC1215 Fourth Avenue, Suite 2200 · Seattle, WA 98161 · (206) 467-2800 · Financial planningCRD 337346 · % of assets, Fixed fees · $348.1 million AUMSEC registeredNo commissions reportedWashington Capital Management INC1200 6th Ave, Suite 700 · Seattle, WA 98101 · (206) 382-0825 · Hourly feesCRD 105253 · % of assets, Hourly charges, Fixed fees · $7.4 billion AUMSEC registeredNo commissions reportedZetlmaier Wealth Management LLC1420 5th Ave, Suite 2200 · Seattle, WA 98101 · (206) 235-6538 · Financial planningCRD 327128 · % of assets, Hourly charges, Fixed fees · $44.3 million AUMState registeredNo commissions reported