Flat / fixed fees in Tacoma, WA

4 advisers in Tacoma 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

Equal Path Investments539 Broadway, #J1 · Tacoma, WA 98402 · (253) 254-8354 · Financial planningCRD 329289 · Fixed fees · $23.3 million AUMState registeredNo commissions reported Gould Capital, LLC2323 N 31st Street, Ste 100 · Tacoma, WA 98403 · (253) 272-9898 · Hourly feesCRD 300609 · % of assets, Hourly charges, Fixed fees · $175.2 million AUMSEC registeredNo commissions reported Penny Lane Wealth Management, LLC1804 W. Union Ave., Suite 202 · Tacoma, WA 98405 · (253) 227-1951 · Financial planningCRD 318918 · % of assets, Fixed fees · $18.9 million AUMState registeredNo commissions reported Seneschal Family Office2323 N. 30th Street, Suite 200 · Tacoma, WA 98403 · (253) 460-3430 · Financial planningCRD 131618 · % of assets, Fixed fees · $301.3 million AUMSEC registeredNo commissions reported