Fee-OnlyFinder

Flat / fixed fees in Shelton, CT

7 advisers in Shelton 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 7

Fortress Financial Management4 Research Drive Suite 402 · Shelton, CT 06484 · (203) 912-1657 · Financial planningCRD 340068 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedGanim Private Wealth2 Enterprise Drive, Suite 305 · Shelton, CT 06484 · (203) 335-0851 · Financial planningCRD 285679 · % of assets, Hourly charges, Fixed fees · $238.6 million AUMSEC registeredNo commissions reportedInnovative Asset Advisors Group1 Enterprise Drive, Suite 425 · Shelton, CT 06484 · (203) 444-3599 · Financial planningCRD 336773 · % of assets, Hourly charges, Fixed fees · $297.9 million AUMSEC registeredNo commissions reportedInvestmark Advisory Group LLC3 Enterprise Drive, Fourth Floor · Shelton, CT 06484 · (203) 953-3777 · Financial planningCRD 121060 · % of assets, Hourly charges, Fixed fees · $929.7 million AUMSEC registeredNo commissions reportedProcyon1 Corporate Drive, Suite 225 · Shelton, CT 06484 · (475) 232-2704 · Financial planningCRD 288239 · % of assets, Hourly charges, Fixed fees · $9.2 billion AUMSEC registeredNo commissions reportedWright Investors Service INC2 Corporate Drive, Suite 770 · Shelton, CT 06484 · (203) 783-4400 · Flat / fixed feesCRD 106302 · % of assets, Subscription fees, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedWright Private Asset Management LLC2 Corporate Drive, Suite 770 · Shelton, CT 06484 · (203) 783-4400 · Flat / fixed feesCRD 139570 · % of assets, Fixed fees · $74.1 million AUMSEC registeredNo commissions reported