Fee-OnlyFinder

Flat / fixed fees in Bonita Springs, FL

6 advisers in Bonita 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 6

Genesis Wealth Planning, LLC9001 Highland Woods Blvd, Suite 4 · Bonita Springs, FL 34135 · (239) 201-2640 · Financial planningCRD 170039 · % of assets, Hourly charges, Fixed fees · $10.3 million AUMState registeredNo commissions reportedLegacy Family Office, LLC9990 Coconut Road, Suite 225 · Bonita Springs, FL 34135 · (239) 949-1982 · Financial planningCRD 147160 · Fixed fees · $65.1 million AUMState registeredNo commissions reportedPelican Wealth Advisors, LLC27499 Riverview Center Blvd., #126 · Bonita Springs, FL 34134 · (239) 985-4097 · Financial planningCRD 153972 · % of assets, Hourly charges, Fixed fees · $71.4 million AUMState registeredNo commissions reportedPortfolio Medics, LLC27499 Riverview Center Blvd, Suite 406 · Bonita Springs, FL 34134 · (239) 444-1766 · Financial planningCRD 145958 · % of assets, Hourly charges, Fixed fees · $780.5 million AUMSEC registeredNo commissions reportedRinaldi Wealth Management, INC.24311 Walden Center Drive, Suite 100 · Bonita Springs, FL 34134 · (239) 444-6111 · Financial planningCRD 311583 · % of assets, Hourly charges, Fixed fees · $243.2 million AUMSEC registeredNo commissions reportedSentinel Wealth INC3301 Bonita Beach Road, Suite 312 · Bonita Springs, FL 34134 · (239) 948-0314 · Financial planningCRD 122923 · % of assets, Fixed fees · $34.3 million AUMState registeredNo commissions reported