Fee-OnlyFinder

Flat / fixed fees in Bradenton, FL

5 advisers in Bradenton 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 5

Assurity Wealth Management2429 Manatee Avenue East, Unit 1 · Bradenton, FL 34208 · (941) 739-5006 · Financial planningCRD 143451 · % of assets, Hourly charges, Fixed fees · $3.7 million AUMState registeredNo commissions reportedLifestyle Freedom Advisory Group, LLC9040 Town Center Parkway · Bradenton, FL 34202 · (941) 914-9422 · Financial planningCRD 283512 · % of assets, Fixed fees, Other · $156.8 million AUMSEC registeredNo commissions reportedParker Financial Planning, LLC.1201 6th Ave W Suite 100 · Bradenton, FL 34205 · (941) 564-6141 · Financial planningCRD 147413 · % of assets, Subscription fees, Fixed fees · $11.6 million AUMState registeredNo commissions reportedPullen Investment Management417 12th Street W, Suite 212 · Bradenton, FL 34205 · (941) 361-2195 · Financial planningCRD 310149 · % of assets, Fixed fees · $221.0 million AUMSEC registeredNo commissions reportedWilliams Wealth Management Group, INC.2328 Manatee Avenue West · Bradenton, FL 34205 · (941) 756-4500 · Financial planningCRD 147341 · % of assets, Hourly charges, Fixed fees · $161.0 million AUMSEC registeredNo commissions reported