Fee-OnlyFinder

Flat / fixed fees in Darien, CT

6 advisers in Darien 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 6

Beirne.20 Old Kings Highway · Darien, CT 06820 · (203) 701-8606 · Financial planningCRD 167103 · % of assets, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedBourgeon Capital Management LLC320 Post Road, Suite 220 · Darien, CT 06820 · (203) 280-1170 · Financial planningCRD 108054 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedFairfield, Bush & CO.320 Boston Post Road, Suite 150 · Darien, CT 06820 · (203) 777-5900 · Flat / fixed feesCRD 105970 · % of assets, Fixed fees · $589.0 million AUMSEC registeredNo commissions reportedMakenna & Company, INC.30 Old Kings Highway South, Suite 214 · Darien, CT 06820 · (203) 202-2117 · Financial planningCRD 132744 · % of assets, Fixed fees · $3.8 million AUMState registeredNo commissions reportedPrivate Capital Advisors, INC.23 Old Kings Highway South, Suite 200 · Darien, CT 06820 · (347) 960-4520 · Flat / fixed feesCRD 125771 · % of assets, Fixed fees, Performance-based fees · $1.3 billion AUMSEC registeredNo commissions reportedPrivate Capital Asset Management LLC23 Old Kings Highway South, Suite 200 · Darien, CT 06820 · (203) 656-0700 · Flat / fixed feesCRD 317930 · % of assets, Fixed fees, Performance-based fees · $13.0 million AUMSEC registeredNo commissions reported