Fee-OnlyFinder

Flat / fixed fees in Fort Lauderdale, FL

12 advisers in Fort Lauderdale 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 12

Exodus Wealth, LLC2400 East Commercial Boulevard, Suite 706 · Fort Lauderdale, FL 33308 · (925) 791-4444 · Financial planningCRD 174328 · % of assets, Hourly charges, Fixed fees · $483.6 million AUMSEC registeredNo commissions reportedFinancial Planning Services, INC.2400 East Commercial Boulevard, Suite 706 · Fort Lauderdale, FL 33308 · (954) 526-8339 · Financial planningCRD 311146 · % of assets, Hourly charges, Fixed fees · $20.0 million AUMSEC registeredNo commissions reportedFiori Financial Group205 South East 20th St · Fort Lauderdale, FL 33316 · (954) 763-2600 · Flat / fixed feesCRD 318641 · % of assets, Fixed fees · $567.4 million AUMSEC registeredNo commissions reportedGlobal Wealth Management Investment Advisory, INC.1301 East Broward Blvd, Suite 200 · Fort Lauderdale, FL 33301 · (954) 533-7144 · Financial planningCRD 286005 · % of assets, Hourly charges, Fixed fees · $722.8 million AUMSEC registeredNo commissions reportedHorowitz & Company, INC.901 South Federal Highway, Suite 202 · Fort Lauderdale, FL 33316 · (954) 349-0800 · Financial planningCRD 106737 · % of assets, Hourly charges, Fixed fees · $180.7 million AUMSEC registeredNo commissions reportedLas Olas Capital Advisors, LLC200 Sw First Ave, Suite 1070 · Fort Lauderdale, FL 33301 · (954) 289-4692 · Financial planningCRD 175077 · % of assets, Hourly charges, Fixed fees · $267.2 million AUMSEC registeredNo commissions reportedLas Olas Capital Wealth LLC200 Sw First Ave, Suite 1070 · Fort Lauderdale, FL 33301 · (954) 289-4692 · Financial planningCRD 340641 · % of assets, Hourly charges, Fixed fees · $269.1 million AUMSEC registeredNo commissions reportedMurray Street Capital Advisors, LLC1845 Se 4th Ave · Fort Lauderdale, FL 33316 · (954) 314-6700 · Financial planningCRD 300232 · % of assets, Fixed fees · $54.7 million AUMState registeredNo commissions reportedPalisades Hudson Asset Management, L.P.200 Sw First Avenue, Suite 800 · Fort Lauderdale, FL 33301 · (954) 524-5552 · Financial planningCRD 109134 · % of assets, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedProvenance Wealth Advisors200 East Las Olas Boulevard, 19th Floor · Fort Lauderdale, FL 33301 · (954) 712-8888 · Financial planningCRD 126529 · % of assets, Hourly charges, Fixed fees · $3.6 billion AUMSEC registeredNo commissions reported
Roschman Capital Advisors, LLC6300 Ne 1st Ave, Suite 200 · Fort Lauderdale, FL 33334 · (954) 343-2466 · Financial planningCRD 282080 · % of assets, Fixed fees, Other · $1.4 million AUMState registeredNo commissions reportedSound Income Strategies, LLC500 W Cypress Creek Road, Suite 290 · Fort Lauderdale, FL 33309 · (954) 487-1860 · Financial planningCRD 173272 · % of assets, Hourly charges, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reported