Fee-OnlyFinder

Flat / fixed fees in Greenwich, CT

11 advisers in Greenwich 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

33 Capital Management LLCOne East Putnam Avenue, 2nd Floor · Greenwich, CT 06830 · (203) 391-9340 · Flat / fixed feesCRD 326780 · % of assets, Fixed fees, Performance-based fees · $112.7 million AUMSEC registeredNo commissions reportedColter Lewis Investment Partners, LLC22 West Putnam Avenue, Second Floor · Greenwich, CT 06830 · (203) 987-3090 · Flat / fixed feesCRD 297213 · % of assets, Fixed fees, Performance-based fees · $3.4 billion AUMSEC registeredNo commissions reportedCook Pine Capital LLC55 Railroad Avenue · Greenwich, CT 06830 · (203) 861-2930 · Flat / fixed feesCRD 134911 · % of assets, Fixed fees, Performance-based fees · $490.3 million AUMSEC registeredNo commissions reportedFairlead Strategies LLC4 Greenwich Office Park · Greenwich, CT 06831 · (203) 872-6500 · Flat / fixed feesCRD 341167 · Subscription feesSEC registeredNo commissions reportedGamco Asset Management INC.191 Mason Street · Greenwich, CT 06830 · (914) 921-5000 · Flat / fixed feesCRD 104950 · % of assets, Fixed fees, Performance-based fees · $11.7 billion AUMSEC registeredNo commissions reportedGreenwich Advisors, LLC112 Mason Street · Greenwich, CT 06830 · (203) 489-0700 · Financial planningCRD 165892 · % of assets, Hourly charges, Fixed fees · $293.2 million AUMSEC registeredNo commissions reportedGreenwich Wealth Management, LLC45 East Putnam Avenue, Suite 128 · Greenwich, CT 06830 · (203) 618-0100 · Financial planningCRD 142820 · % of assets, Hourly charges, Fixed fees · $3.5 billion AUMSEC registeredNo commissions reportedN10° Wealth5 Greenwich Office Park, Suite 100 · Greenwich, CT 06831 · (203) 930-2881 · Financial planningCRD 342013 · % of assets, Hourly charges, Fixed fees · $553.1 million AUMSEC registeredNo commissions reportedQp Global Family Offices, LLC115 East Putnam Avenue, 3rd Floor · Greenwich, CT 06830 · (646) 828-8883 · Financial planningCRD 294879 · % of assets, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedTanaka Capital Management INC777 West Putnam Avenue, Suite 300 · Greenwich, CT 06830 · (212) 490-3380 · Flat / fixed feesCRD 109888 · % of assets, Fixed fees · $69.4 million AUMSEC registeredNo commissions reportedThe Dowling Group Wealth Management1171 E. Putnam Avenue, #1b · Greenwich, CT 06878 · (203) 967-2231 · Financial planningCRD 155624 · % of assets, Hourly charges, Fixed fees · $179.3 million AUMSEC registeredNo commissions reported