Flat / fixed fees in Clermont, FL

3 advisers in Clermont 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 3

Blue Jasper Capital LLC743 8th St · Clermont, FL 34711 · (407) 204-0147 · Financial planningCRD 319757 · % of assets, Hourly charges, Fixed fees · $23.6 million AUMState registeredNo commissions reported Jb Meridian Advisors, LLC1009 East Avenue · Clermont, FL 34711 · (877) 398-0051 · Financial planningCRD 154676 · % of assets, Hourly charges, Fixed fees · $38.6 million AUMState registeredNo commissions reported Stewardship Advisory Group, LLC17011 S.r. 50, Suite 203 · Clermont, FL 34711 · (407) 470-1405 · Financial planningCRD 165710 · % of assets, Hourly charges, Fixed fees · $321.9 million AUMSEC registeredNo commissions reported