Fee-OnlyFinder

Flat / fixed fees in Fort Myers, FL

7 advisers in Fort Myers 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 7

Campbell Financial Partners, LLC17595 S. Tamiami Trail, Suite 220 · Fort Myers, FL 33908 · (239) 454-5333 · Financial planningCRD 142889 · % of assets, Hourly charges, Fixed fees · $202.7 million AUMSEC registeredNo commissions reportedEubanks Financial12665 Coconut Creek Court · Fort Myers, FL 33908 · (503) 780-5601 · Financial planningCRD 306185 · % of assets, Fixed fees · $4.0 million AUMState registeredNo commissions reportedEvolution Wealth Management INC.12487 Brantley Commons Court · Fort Myers, FL 33907 · (239) 771-8696 · Financial planningCRD 307644 · % of assets, Hourly charges, Fixed fees · $171.7 million AUMSEC registeredNo commissions reportedM&m Wealth Management, LLC13410 Parker Commons Blvd, Suite 101 · Fort Myers, FL 33912 · (239) 288-6542 · Financial planningCRD 170859 · % of assets, Hourly charges, Fixed fees · $82.9 million AUMState registeredNo commissions reportedMacke Financial Advisory Group12699 New Brittany Blvd. · Fort Myers, FL 33907 · (239) 275-1122 · Financial planningCRD 111318 · % of assets, Hourly charges, Fixed fees · $175.7 million AUMSEC registeredNo commissions reportedMarquis Wealth Management Group6208 Whiskey Creek Drive · Fort Myers, FL 33919 · (239) 454-1117 · Financial planningCRD 116604 · % of assets, Hourly charges, Fixed fees · $489.2 million AUMSEC registeredNo commissions reportedWaterstone Financial Advisory LLC12597 New Brittany Blvd · Fort Myers, FL 33907 · (239) 288-0977 · Financial planningCRD 325012 · % of assets, Fixed fees · $262.5 million AUMSEC registeredNo commissions reported