Fee-OnlyFinder

Flat / fixed fees in Stamford, CT

19 advisers in Stamford 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 19

Abs Global Investments2187 Atlantic Street · Stamford, CT 06902 · (203) 618-3700 · Flat / fixed feesCRD 127290 · % of assets, Fixed fees, Performance-based fees · $10.5 billion AUMSEC registeredNo commissions reportedAbundant Wealth Management LLC700 Canal Street, Serendipity Labs · Stamford, CT 06902 · (203) 661-3441 · Financial planningCRD 331285 · % of assets, Hourly charges, Fixed fees · $243.8 million AUMSEC registeredNo commissions reportedBasso Capital Management, L.P.1266 East Main Street, 4th Floor · Stamford, CT 06902 · (203) 352-6100 · Flat / fixed feesCRD 132311 · % of assets, Fixed fees, Performance-based fees · $2.6 billion AUMSEC registeredNo commissions reportedChilton Investment Services, LLC1290 East Main Street 1st Floor · Stamford, CT 06902 · (203) 352-4000 · Flat / fixed feesCRD 159306 · % of assets, Fixed fees, Other · $8.2 billion AUMSEC registeredNo commissions reportedClear Harbor Asset Management, LLC263 Tresser Blvd., Suite 1502 · Stamford, CT 06901 · (212) 867-7310 · Financial planningCRD 152242 · % of assets, Fixed fees, Performance-based fees · $2.1 billion AUMSEC registeredNo commissions reportedGranite Group Advisors, LLC1 Landmark Square, Suite 426 · Stamford, CT 06901 · (203) 210-7814 · Flat / fixed feesCRD 127357 · % of assets, Fixed fees, Performance-based fees · $829.6 million AUMSEC registeredNo commissions reportedHudson Structured Capital Management LTD.2187 Atlantic Street · Stamford, CT 06902 · (203) 975-4850 · Flat / fixed feesCRD 282919 · % of assets, Fixed fees, Performance-based fees · $4.0 billion AUMSEC registeredNo commissions reportedJc Capital Advisors Group LLC60 Long Ridge Road, Ste 212 · Stamford, CT 06902 · (203) 889-3400 · Financial planningCRD 339298 · % of assets, Fixed fees · $263.0 million AUMSEC registeredNo commissions reportedNorthstar Portfolio Investments, LLC80, Fourth Street · Stamford, CT 06905 · (888) 600-1423 · Financial planningCRD 173314 · % of assets, Hourly charges, Fixed fees · $64.4 million AUMState registeredNo commissions reportedOakridge Management Group LLC1 Landmark Square, Suite 1730 · Stamford, CT 06901 · (203) 257-3289 · Financial planningCRD 306284 · % of assets, Fixed fees, Performance-based fees · $1.4 billion AUMSEC registeredNo commissions reported
Quarve Associates, LLC350 Bedford Street, Suite 307 · Stamford, CT 06901 · (203) 356-1910 · Financial planningCRD 112160 · % of assets, Fixed fees · $48.2 million AUMState registeredNo commissions reportedRja Asset Management LLCFour Stamford Plaza, 107 Elm Street · Stamford, CT 06902 · (203) 655-8200 · Flat / fixed feesCRD 153428 · % of assets, Fixed fees, Performance-based fees · $588.9 million AUMSEC registeredNo commissions reportedRzh Advisors LLCOne Landmark Square, 11th Floor · Stamford, CT 06901 · (203) 355-0880 · Financial planningCRD 125696 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reportedScholtz & Company, LLC107 Elm Street, Four Stamford Plaza, 5th Floor · Stamford, CT 06902 · (203) 714-9900 · Financial planningCRD 107363 · % of assets, Fixed fees · $340.5 million AUMSEC registeredNo commissions reportedSovereign Financial Group, INC.35 West Broad Street, Suite 100 · Stamford, CT 06902 · (888) 765-8180 · Financial planningCRD 294314 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedSteward Partners Investment Advisory, LLC400 Atlantic Street, Floor 10, Suite 1020 · Stamford, CT 06901 · (866) 694-7769 · Financial planningCRD 283004 · % of assets, Hourly charges, Fixed fees · $36.7 billion AUMSEC registeredNo commissions reportedStrong Wealth Advisors, LLC1266 E Main St, Ste 700r · Stamford, CT 06902 · (475) 477-9601 · Financial planningCRD 332447 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedTalson Capital Management L.P.1266 E Main St, Suite 700r · Stamford, CT 06902 · (203) 202-7500 · Flat / fixed feesCRD 150787 · % of assets, Fixed fees, Performance-based fees · $1.1 billion AUMSEC registeredNo commissions reportedTitan Advisors, LLC750 Washington Blvd, 10th Floor · Stamford, CT 06901 · (203) 327-8600 · Flat / fixed feesCRD 135805 · % of assets, Fixed fees, Performance-based fees · $1.5 billion AUMSEC registeredNo commissions reported