Fee-OnlyFinder

Flat / fixed fees in Spokane, WA

14 advisers in Spokane 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 14

Apex Advisory Group, INC.624 W Hastings Rd, Suite 3 · Spokane, WA 99218 · (509) 624-5525 · Financial planningCRD 117183 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedChair Six Financial Planning, PLLC905 W. Riverside, Suite 201 · Spokane, WA 99201 · (509) 381-6026 · Financial planningCRD 282052 · Hourly charges, Fixed fees · $4.9 million AUMState registeredNo commissions reportedColumbia Advisory Partners, LLC6501 N Cedar Road, Building 4, Suite C · Spokane, WA 99208 · (509) 822-3850 · Financial planningCRD 171616 · % of assets, Hourly charges, Fixed fees · $312.6 million AUMSEC registeredNo commissions reportedIntegrity Wealth Management, INC.202 East Spokane Falls Blvd., Suite 200 · Spokane, WA 99202 · (509) 315-9532 · Financial planningCRD 150103 · % of assets, Hourly charges, Fixed fees · $163.2 million AUMSEC registeredNo commissions reportedLodestone Wealth Management LLC9 S Washington St, Ste 211 · Spokane, WA 99201 · (509) 413-2386 · Financial planningCRD 151115 · % of assets, Fixed fees · $346.5 million AUMSEC registeredNo commissions reportedNorthern Capital Management, INC.2700 South Southeast Boulevard, Suite 205 · Spokane, WA 99223 · (509) 456-2526 · Financial planningCRD 111379 · % of assets, Fixed fees, Other · $526.7 million AUMSEC registeredNo commissions reportedNorthwest Investment Advisors, INC9 S Washington St, Suite 210 · Spokane, WA 99201 · (509) 252-4140 · Financial planningCRD 109737 · % of assets, Hourly charges, Fixed fees · $45.3 million AUMState registeredNo commissions reportedNorthwest Planning Advisors LLC1 N. Monroe Street, Ste 202 · Spokane, WA 99201 · (509) 324-8835 · Financial planningCRD 297916 · % of assets, Hourly charges, Fixed fees · $30.2 million AUMState registeredNo commissions reportedQuantum Financial Planning Services, INC.720 W Boone Ave, Ste 100 · Spokane, WA 99201 · (509) 328-6653 · Financial planningCRD 115877 · % of assets, Hourly charges, Fixed fees · $727.2 million AUMSEC registeredNo commissions reportedRichards Merrill Wealth Management612 West Main Ave., the M Building Suite 201 · Spokane, WA 99201 · (509) 624-3174 · Financial planningCRD 713 · % of assets, Fixed fees · $643.6 million AUMSEC registeredNo commissions reported
Selkirk Wealth Advisors, LLC203 N Washington St, Suite 203 · Spokane, WA 99201 · (509) 270-2886 · Financial planningCRD 173605 · % of assets, Hourly charges, Fixed fees · $184.4 million AUMSEC registeredNo commissions reportedStewardship Concepts Financial Services LLC7307 N Division St Ste 205 · Spokane, WA 99208 · (509) 443-0845 · Financial planningCRD 330611 · % of assets, Hourly charges, Fixed fees · $174.6 million AUMSEC registeredNo commissions reportedUpfront Financial Planning, LLC203 N Washington St, Ste 200-I · Spokane, WA 99201 · (509) 214-0187 · Financial planningCRD 328638 · % of assets, Hourly charges, Fixed fees · $15.4 million AUMState registeredNo commissions reportedVision Casting Financial Planning, LLC1124 West Riverside Avenue, Suite 305 · Spokane, WA 99201 · (509) 795-1718 · Financial planningCRD 313535 · % of assets, Hourly charges, Fixed fees · $14.4 million AUMState registeredNo commissions reported