Fee-OnlyFinder

Flat / fixed fees in Aventura, FL

10 advisers in Aventura 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 10

1818 Private Client Group, LLC2980 Ne 207th St, Suite 809 · Aventura, FL 33180 · (305) 684-8331 · Flat / fixed feesCRD 304110 · % of assets, Fixed fees · $115.4 million AUMSEC registeredNo commissions reportedActivest Wealth Management, LLC20900 Ne 30 Avenue, Suite 311 · Aventura, FL 33180 · (954) 399-8121 · Financial planningCRD 156150 · % of assets, Fixed fees, Performance-based fees · $1.5 billion AUMSEC registeredNo commissions reportedCv Advisors LLC19495 Biscayne Boulevard, Suite Ph1 · Aventura, FL 33180 · (305) 358-5990 · Financial planningCRD 164817 · % of assets, Fixed fees · $15.1 billion AUMSEC registeredNo commissions reportedEvolution Wealth Advisors, LLC20900 Ne 30th Avenue, Suite 517 · Aventura, FL 33180 · (305) 921-4740 · Hourly feesCRD 285142 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedGoalfocus Financial, LLC18117 Biscayne Blvd, Unit 1515 · Aventura, FL 33160 · (781) 498-1268 · Financial planningCRD 145727 · % of assets, Hourly charges, Fixed fees · $9.3 million AUMState registeredNo commissions reportedHarbor Ithaka19505 Biscayne Boulevard, Suite 2350 · Aventura, FL 33180 · (305) 755-7600 · Flat / fixed feesCRD 170580 · % of assets, Fixed fees · $171.2 million AUMSEC registeredNo commissions reportedOmnia Family Wealth, LLC18851 Ne 29th Avenue, Suite 400 · Aventura, FL 33180 · (305) 602-9080 · Financial planningCRD 170909 · % of assets, Fixed fees · $994.6 million AUMSEC registeredNo commissions reportedOpenvest2875 Ne 191st Street St Ste 506 · Aventura, FL 33180 · (917) 678-8797 · Flat / fixed feesCRD 328152 · Fixed fees · $353,485 AUMSEC registeredNo commissions reportedUnison Asset Management LLC20803 Biscayne Blvd, Suite 440 · Aventura, FL 33180 · (786) 971-5105 · Flat / fixed feesCRD 288249 · % of assets, Fixed fees, Performance-based fees · $298.2 million AUMSEC registeredNo commissions reportedVantage Wealth Management LLC3300 Ne 188th Street, Unit 918 · Aventura, FL 33180 · (917) 647-9052 · Flat / fixed feesCRD 179535 · % of assets, Fixed fees · $67.0 million AUMState registeredNo commissions reported