Fee-OnlyFinder

Flat / fixed fees in Vancouver, WA

11 advisers in Vancouver 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 11

Advisor Share Wealth Management, LLC13215 Se Mill Plain Blvd, Suite C8-321 · Vancouver, WA 98684 · (866) 232-3251 · Financial planningCRD 307997 · % of assets, Hourly charges, Fixed fees · $376.9 million AUMSEC registeredNo commissions reportedCairn Investment Group500 Broadway Street, Suite 480 · Vancouver, WA 98660 · (503) 241-4901 · Financial planningCRD 143601 · % of assets, Hourly charges, Fixed fees · $385.0 million AUMSEC registeredNo commissions reportedDelphi Advisers7018 Ne 40th Ave Ste 101 · Vancouver, WA 98661 · Financial planningCRD 304593 · % of assets, Hourly charges, Fixed fees · $33.1 million AUMState registeredNo commissions reportedFirst Pacific Financial, INC.610 Esther Street, Suite 100 · Vancouver, WA 98660 · (360) 254-2585 · Financial planningCRD 284736 · % of assets, Hourly charges, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedHarlow Wealth Management, INC.400 East Mill Plain Blvd., Suite 200 · Vancouver, WA 98660 · (360) 573-2522 · Financial planningCRD 148315 · % of assets, Fixed fees, Other · $419.4 million AUMSEC registeredNo commissions reportedHelium Advisors LLC222 Ne Park Plaza Dr, Park Tower III, Suite 116 · Vancouver, WA 98684 · (425) 214-1533 · Financial planningCRD 282356 · % of assets, Hourly charges, Fixed fees · $233.8 million AUMSEC registeredNo commissions reportedJohnson Bixby275 West Third Street, Suite 600 · Vancouver, WA 98660 · (360) 695-1795 · Financial planningCRD 310839 · % of assets, Hourly charges, Fixed fees · $933.7 million AUMSEC registeredNo commissions reportedMomentous Wealth Management, INC.300 E. 17th Street · Vancouver, WA 98663 · (360) 597-4570 · Financial planningCRD 288429 · % of assets, Fixed fees · $409.9 million AUMSEC registeredNo commissions reportedRidinger Wealth Management, LLC201 Ne Park Plaza Dr, Suite 200 · Vancouver, WA 98684 · (503) 332-0797 · Hourly feesCRD 321166 · % of assets, Hourly charges, Fixed fees · $61.7 million AUMState registeredNo commissions reportedSfm Financial Advisors LLC10000 Ne 7th Ave, Ste 330-I · Vancouver, WA 98685 · (360) 573-0641 · Financial planningCRD 286042 · % of assets, Hourly charges, Fixed fees · $11.0 million AUMState registeredNo commissions reportedUta LLC2800 Main Street · Vancouver, WA 98663 · (360) 360-0344 · Financial planningCRD 315427 · % of assets, Hourly charges, Fixed fees · $214.6 million AUMSEC registeredNo commissions reported