Flat / fixed fees in Wilton, CT

4 advisers in Wilton 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 4

Catum Advisory Group, LLC.88 Danbury Rd, Suite 2d · Wilton, CT 06897 · (203) 344-7770 · Financial planningCRD 277148 · % of assets, Hourly charges, Fixed fees · $128.6 million AUMSEC registeredNo commissions reported Johnston Investment Counsel, LTD.125 Pipers Hill Road · Wilton, CT 06897 · (309) 674-3330 · Financial planningCRD 109726 · % of assets, Hourly charges, Fixed fees · $125.0 million AUMSEC registeredNo commissions reported Round Rock Advisors LLC187 Danbury Road, Suite 201 · Wilton, CT 06897 · (203) 920-4774 · Financial planningCRD 286007 · % of assets, Fixed fees · $906.7 million AUMSEC registeredNo commissions reported Trivium Point Advisory, LLC40 Danbury Road, Suite 301 · Wilton, CT 06897 · (203) 221-3085 · Financial planningCRD 292182 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reported