Flat / fixed fees in Altamonte Springs,, FL

4 advisers in Altamonte Springs, 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

401k Generation237 S Westmonte Drive, Suite 300 · Altamonte Springs,, FL 32714 · (866) 998-5879 · Flat / fixed feesCRD 154279 · % of assets, Fixed fees · $156.4 million AUMSEC registeredNo commissions reported Certified Advisory Corp1111 Douglas Avenue · Altamonte Springs, FL 32714 · (407) 869-9800 · Financial planningCRD 120990 · % of assets, Hourly charges, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reported Heritage Advisors Group, INC.761 Maitland Ave. · Altamonte Springs, FL 32701 · (407) 702-6655 · Financial planningCRD 307283 · % of assets, Hourly charges, Fixed fees · $87.7 million AUMState registeredNo commissions reported Synergy Investment Management LLC215 North Westmonte Drive · Altamonte Springs, FL 32714 · (321) 203-4458 · Financial planningCRD 305961 · % of assets, Fixed fees · $681.5 million AUMSEC registeredNo commissions reported