Fee-OnlyFinder

Flat / fixed fees in West Hartford, CT

5 advisers in West Hartford 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

Conifer Investments LTD65 Lasalle Road, Suite 402 · West Hartford, CT 06107 · (860) 761-1041 · Flat / fixed feesCRD 106159 · % of assets, Fixed fees · $524.0 million AUMSEC registeredNo commissions reportedFierston Financial Group INC29 South Main St, Suite 302 · West Hartford, CT 06107 · (860) 521-2100 · Financial planningCRD 105003 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedHfm Wealth Management65 Lasalle Road Ste 307 · West Hartford, CT 06107 · (860) 241-0028 · Financial planningCRD 105039 · % of assets, Hourly charges, Fixed fees · $699.6 million AUMSEC registeredNo commissions reportedMcCary Anheuser Wealth Management, LLC15 North Main Street, Suite 100 · West Hartford, CT 06107 · (860) 761-1000 · Financial planningCRD 306810 · % of assets, Fixed fees · $8.1 million AUMState registeredNo commissions reportedYhb Investment Advisors INC29 South Main Street, Suite 306 · West Hartford, CT 06107 · (860) 561-7050 · Hourly feesCRD 105434 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reported