Fee-OnlyFinder

Flat / fixed fees in Essex, CT

4 advisers in Essex 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

Alchemi Wealth, LLC35 Pratt Street, Suite 202 · Essex, CT 06426 · (860) 767-7500 · Financial planningCRD 310451 · % of assets, Hourly charges, Fixed fees · $286.9 million AUMSEC registeredNo commissions reportedEssex Financial Services, INC.176 Westbrook Road · Essex, CT 06426 · (860) 767-4300 · Financial planningCRD 127549 · % of assets, Hourly charges, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reportedJeffrey N. Mehler, Cfp LLC147 Westbrook Road · Essex, CT 06426 · (860) 767-9700 · Financial planningCRD 126681 · % of assets, Hourly charges, Fixed fees · $416.2 million AUMSEC registeredNo commissions reportedSullivan Financial, LLC15a Main Street · Essex, CT 06426 · (860) 657-4150 · Financial planningCRD 121371 · % of assets, Hourly charges, Fixed fees · $119.1 million AUMSEC registeredNo commissions reported