Flat / fixed fees in Destin, FL

3 advisers in Destin 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

Chipser Wealth Management, LLC4300 Legendary Drive, Suite 230 · Destin, FL 32541 · (850) 424-6330 · Financial planningCRD 306396 · % of assets, Hourly charges, Fixed fees · $140.0 million AUMSEC registeredNo commissions reported Stein Financial LLC151 Regions Way, Ste 6b · Destin, FL 32541 · (850) 737-4752 · Financial planningCRD 319712 · % of assets, Fixed fees · $18.1 million AUMState registeredNo commissions reported Wealthtrust Asset Management, LLC4458 Legendary Dr., Suite 140 · Destin, FL 32541 · (850) 460-8444 · Financial planningCRD 174901 · % of assets, Hourly charges, Fixed fees · $217.4 million AUMSEC registeredNo commissions reported