Fee-OnlyFinder

Flat / fixed fees in Clearwater, FL

8 advisers in Clearwater 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 8

Asset Management Financial Services INC.1401 S Fort Harrison Ave · Clearwater, FL 33756 · (727) 216-8525 · Financial planningCRD 142396 · % of assets, Hourly charges, Fixed fees · $79.5 million AUMState registeredNo commissions reportedCsenge Advisory Group, LLC4755 East Bay Drive · Clearwater, FL 33764 · (727) 437-6000 · Financial planningCRD 131167 · % of assets, Hourly charges, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reportedDolphin Financial Group2430 Estancia Blvd., Suite 206 · Clearwater, FL 33761 · (888) 508-5935 · Financial planningCRD 170160 · % of assets, Fixed fees, Other · $37.0 million AUMState registeredNo commissions reportedFlaharty Asset Management, LLC311 Park Place Blvd., Suite 150 · Clearwater, FL 33759 · (727) 252-1050 · Financial planningCRD 168495 · % of assets, Hourly charges, Fixed fees · $901.6 million AUMSEC registeredNo commissions reportedIndivisible Partners114 Turner Street · Clearwater, FL 33756 · (732) 306-5490 · Financial planningCRD 332431 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reportedKahn Financial Group1700 McMullen Booth Rd., Suite A-5 · Clearwater, FL 33759 · (727) 797-5551 · Financial planningCRD 134802 · % of assets, Fixed fees · $122.6 million AUMSEC registeredNo commissions reportedPersonalized Financial Solutions LLC28163 US Highway 19 North, Suite 205 · Clearwater, FL 33761 · (727) 754-4401 · Financial planningCRD 306475 · % of assets, Fixed fees · $142.6 million AUMSEC registeredNo commissions reportedThree Oaks Partners Investment Counsel LLC1901 Ulmerton Road, Suite 625-304 · Clearwater, FL 33762 · (727) 228-0673 · Financial planningCRD 333279 · % of assets, Hourly charges, Fixed fees · $6.0 million AUMState registeredNo commissions reported