Fee-OnlyFinder

Flat / fixed fees in Westport, CT

14 advisers in Westport 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 14

Alpine Hill Advisors LLC1 Turkey Hill Road South, Suite 204 · Westport, CT 06880 · (203) 246-5592 · Financial planningCRD 325412 · % of assets, Fixed fees · $114.5 million AUMSEC registeredNo commissions reportedAugust Wealth Advisors LLC51 Riverside Avenue, First Floor · Westport, CT 06880 · (800) 985-9477 · Financial planningCRD 339322 · % of assets, Fixed fees · $436.6 million AUMSEC registeredNo commissions reportedBirinyi Associates, INC.59 Wilton Road, Second Floor · Westport, CT 06880 · (203) 341-0833 · Hourly feesCRD 107169 · % of assets, Hourly charges, Subscription fees · $471.7 million AUMSEC registeredNo commissions reportedBlue Keel Financial Planning8 Wright Street, Suite 100 · Westport, CT 06880 · (203) 557-8272 · Financial planningCRD 173006 · % of assets, Hourly charges, Fixed fees · $13.4 million AUMState registeredNo commissions reportedBrennan Capital Management LLC8 Wright Street, Suite 107 · Westport, CT 06880 · (267) 630-2781 · Financial planningCRD 316432 · % of assets, Hourly charges, Fixed fees · $40.8 million AUMState registeredNo commissions reportedCfig Investment Advisory Services, LLC1555 Post Road East, Suite 206 · Westport, CT 06880 · (203) 971-1910 · Financial planningCRD 148261 · % of assets, Hourly charges, Fixed fees · $31.4 million AUMState registeredNo commissions reportedCoastal Bridge Advisors54 Wilton Road, 1st Floor · Westport, CT 06880 · (203) 683-1530 · Financial planningCRD 152569 · % of assets, Hourly charges, Fixed fees · $5.0 billion AUMSEC registeredNo commissions reportedDrum Hill Capital, LLC1221 Post Road East, Suite 205 · Westport, CT 06880 · (203) 349-8182 · Financial planningCRD 123359 · % of assets, Hourly charges, Fixed fees · $194.3 million AUMSEC registeredNo commissions reportedGreater Wealth21 Bridge Square · Westport, CT 06880 · (980) 365-9847 · Financial planningCRD 326978 · % of assets, Fixed fees · $8.4 million AUMState registeredNo commissions reportedGreenhouse Wealth Management, LLC8 Wright Street, Suite 107 · Westport, CT 06880 · (203) 561-5002 · Financial planningCRD 283763 · % of assets, Fixed fees · $288.6 million AUMSEC registeredNo commissions reported
Jkg Capital LLC55 Post Road West, 2nd Floor · Westport, CT 06880 · (203) 571-3557 · Financial planningCRD 284609 · % of assets, Fixed fees, Other · $15.2 million AUMState registeredNo commissions reportedLongwall Family Office8 Wright St, Suite 107 · Westport, CT 06880 · (203) 209-2785 · Flat / fixed feesCRD 324336 · % of assets, Fixed fees · $428.2 million AUMSEC registeredNo commissions reportedSeneca Wealth Advisors, LLC468 Post Rd East, Suite a · Westport, CT 06880 · (704) 784-9330 · Financial planningCRD 330699 · % of assets, Fixed fees · $1.3 million AUMState registeredNo commissions reportedThird View Private Wealth257 Riverside Avenue, Suite 301 · Westport, CT 06880 · (860) 759-0650 · Financial planningCRD 335591 · % of assets, Fixed fees, Performance-based fees · $1.2 billion AUMSEC registeredNo commissions reported