Fee-OnlyFinder

Flat / fixed fees in Coral Gables, FL

30 advisers in Coral Gables 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 30

Alti Wealth Management (US International), INC.2811 Ponce De Leon Blvd., Suite 520 · Coral Gables, FL 33134 · (305) 373-8033 · Financial planningCRD 152104 · % of assets, Fixed fees, Performance-based fees · $690.9 million AUMSEC registeredNo commissions reportedAngelus Investment Consulting, INC.2100 Ponce De Leon Blvd., Ste. 960 · Coral Gables, FL 33134 · (305) 928-1551 · Financial planningCRD 281413 · % of assets, Hourly charges, Fixed fees · $226.0 million AUMSEC registeredNo commissions reportedArchpoint Investors2701 S Le Jeune Rd, #1111 · Coral Gables, FL 33134 · (786) 810-3660 · Flat / fixed feesCRD 151807 · % of assets, Fixed fees, Performance-based fees · $4.1 billion AUMSEC registeredNo commissions reportedAscent Wealth Management Group, LLC1600 Ponce De Leon Blvd, Suite 1000 · Coral Gables, FL 33134 · (305) 444-7317 · Financial planningCRD 325532 · % of assets, Hourly charges, Fixed fees · $40.0 million AUMState registeredNo commissions reportedAzzendo Wealth Advisors901 Ponce De Leon Blvd., Suite 501 · Coral Gables, FL 33134 · (305) 648-9814 · Financial planningCRD 145919 · % of assets, Hourly charges, Fixed fees · $300.1 million AUMSEC registeredNo commissions reportedCantata Wealth Management, LLC2525 Ponce De Leon Blvd., Suite 300 · Coral Gables, FL 33134 · (844) 226-8282 · Financial planningCRD 332526 · % of assets, Fixed fees · $101.1 million AUMSEC registeredNo commissions reportedDimension Capital Management LLC2800 Ponce De Leon Blvd, 15th Floor · Coral Gables, FL 33134 · (305) 371-2776 · Flat / fixed feesCRD 109380 · % of assets, Fixed fees, Performance-based fees · $7.3 billion AUMSEC registeredNo commissions reportedDragus Capital, LLC2121 Ponce De Leon Boulevard, Suite 720 · Coral Gables, FL 33134 · (786) 477-5777 · Hourly feesCRD 158122 · % of assets, Hourly charges, Fixed fees · $225.9 million AUMSEC registeredNo commissions reportedEntelevest, LLC121 Alhambra Plaza, Suite 1209 · Coral Gables, FL 33134 · (305) 390-4197 · Financial planningCRD 318115 · % of assets, Hourly charges, Fixed fees · $147.0 million AUMSEC registeredNo commissions reportedEvensky & Katz/foldes Wealth Management4000 Ponce De Leon Boulevard, Suite 850 · Coral Gables, FL 33146 · (305) 448-8882 · Financial planningCRD 109698 · % of assets, Hourly charges, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reported
Family and Money Matters4531 Ponce De Leon Boulevard, Suite 200 · Coral Gables, FL 33146 · (305) 432-3000 · Financial planningCRD 313222 · % of assets, Hourly charges, Fixed fees · $21.5 million AUMState registeredNo commissions reportedFutura Asset Advisors LLC2121 Ponce De Leon Blvd, Suite 405 · Coral Gables, FL 33134 · (305) 774-9906 · Flat / fixed feesCRD 136285 · % of assets, Fixed fees · $114.8 million AUMSEC registeredNo commissions reportedGenesis Wealth Management, INC.2525 Ponce De Leon Blvd., Suite 300 · Coral Gables, FL 33134 · (786) 393-6960 · Financial planningCRD 157441 · % of assets, Hourly charges, Fixed fees · $91.1 million AUMState registeredNo commissions reportedGuitian Wealth Management, LLC1200 Anastasia Avenue, Suite 450 · Coral Gables, FL 33134 · (954) 389-7297 · Financial planningCRD 171732 · % of assets, Hourly charges, Fixed fees · $20.9 million AUMState registeredNo commissions reportedInnova Advisors2100 Ponce De Leon Blvd., Suite 1180 · Coral Gables, FL 33134 · (305) 646-1557 · Financial planningCRD 318958 · % of assets, Fixed fees, Performance-based fees · $264.8 million AUMSEC registeredNo commissions reportedInvenio Wealth Partners, LLC4000 Ponce De Leon Blvd., Suite 415 · Coral Gables, FL 33146 · (971) 371-3450 · Financial planningCRD 323039 · % of assets, Hourly charges, Fixed fees · $364.0 million AUMSEC registeredNo commissions reportedInveris US LLC2600 S Douglas Rd, Suite 908 · Coral Gables, FL 33134 · (305) 448-0014 · Flat / fixed feesCRD 310003 · % of assets, Fixed fees · $568.4 million AUMSEC registeredNo commissions reportedLadin Financial Group, INC.2525 Ponce De Leon Blvd., Suite 300 · Coral Gables, FL 33134 · (305) 444-4898 · Financial planningCRD 168691 · % of assets, Hourly charges, Fixed fees · $13.0 million AUMState registeredNo commissions reportedMas Advisors LLC2121 Ponce De Leon Blvd, Suite 1160 · Coral Gables, FL 33134 · (786) 364-3101 · Hourly feesCRD 165906 · % of assets, Hourly charges, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reportedMatters Capital LLC2000 Ponce De Leon Blvd, Suite 600 · Coral Gables, FL 33134 · (305) 528-3701 · Financial planningCRD 333776 · % of assets, Fixed fees · $296.8 million AUMSEC registeredNo commissions reportedMeira Wealth121 Alhambra Plaza, Suite 1000 · Coral Gables, FL 33134 · (305) 670-4440 · Financial planningCRD 108648 · % of assets, Hourly charges, Fixed fees · $317.8 million AUMSEC registeredNo commissions reportedMeridiana2600 S. Douglas Rd., Suite 908 · Coral Gables, FL 33134 · (305) 448-0014 · Flat / fixed feesCRD 306237 · % of assets, Fixed fees, Other · $441.9 million AUMSEC registeredNo commissions reportedMillares Asset Management, LLC500 South Dixie Highway, Suite 201 · Coral Gables, FL 33146 · (305) 662-9649 · Financial planningCRD 144620 · % of assets, Hourly charges, Fixed fees · $236.2 million AUMSEC registeredNo commissions reportedPortfolio Resources Advisor Group, INC.4000 Ponce De Leon Blvd Ste 670 · Coral Gables, FL 33146 · (305) 372-0299 · Financial planningCRD 144601 · % of assets, Hourly charges, Fixed fees · $121.9 million AUMSEC registeredNo commissions reportedSeminario Asset Management LLC95 Merrick Way, Suite 516 · Coral Gables, FL 33134 · (786) 292-0512 · Flat / fixed feesCRD 339039 · % of assets, Fixed fees, OtherSEC registeredNo commissions reportedShaw Financial Solutions LLC2121 Ponce De Leon Blvd, Ste 405 · Coral Gables, FL 33134 · (305) 443-1706 · Financial planningCRD 329057 · % of assets, Fixed fees · $106.5 million AUMState registeredNo commissions reportedStonewealth Advisors, LLC121 Alhambra Plaza, Suite 1000 Unit 66 · Coral Gables, FL 33134 · (305) 615-1458 · Financial planningCRD 293600 · % of assets, Hourly charges, Fixed fees · $5.1 million AUMState registeredNo commissions reportedSunstate Wealth Management LLC2901 S Lejeune Road · Coral Gables, FL 33134 · (305) 567-5524 · Financial planningCRD 317453 · % of assets, Hourly charges, Fixed fees · $209.8 million AUMSEC registeredNo commissions reportedVim Wealth Management, LLC2332 Galiano St., 2nd Floor · Coral Gables, FL 33134 · (305) 905-8950 · Financial planningCRD 311641 · % of assets, Hourly charges, Subscription fees · $31.1 million AUMState registeredNo commissions reportedWe Family Offices2811 Ponce De Leon Blvd, Suite 840 · Coral Gables, FL 33134 · (305) 825-2225 · Financial planningCRD 109869 · % of assets, Fixed fees, Performance-based fees · $17.8 billion AUMSEC registeredNo commissions reported