Fee-OnlyFinder

Flat / fixed fees in Guilford, CT

5 advisers in Guilford 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 5

Compass Wealth Management LLC10 Water Street · Guilford, CT 06437 · (203) 453-7000 · Financial planningCRD 106289 · % of assets, Fixed fees · $682.5 million AUMSEC registeredNo commissions reportedGranite Islands Private Wealth, LLC157 Goose Lane, #3 · Guilford, CT 06437 · (203) 889-3890 · Financial planningCRD 336263 · % of assets, Hourly charges, Fixed fees · $229.9 million AUMSEC registeredNo commissions reportedGrey Ledge Advisors, LLCOne Park Street · Guilford, CT 06437 · (203) 453-9075 · Financial planningCRD 124867 · % of assets, Hourly charges, Fixed fees · $616.0 million AUMSEC registeredNo commissions reportedMonte Financial Group, LLC30 Long Hill Road · Guilford, CT 06437 · (203) 453-6851 · Financial planningCRD 150119 · % of assets, Hourly charges, Fixed fees · $482.4 million AUMSEC registeredNo commissions reportedReal Financial Planning, LLC705 Boston Post Road · Guilford, CT 06437 · (203) 909-1012 · Financial planningCRD 167877 · Hourly charges, Fixed feesState registeredNo commissions reported