Flat / fixed fees in Jacksonville Beach, FL

4 advisers in Jacksonville Beach 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 4

Fortress Wealth Planning1400 Marsh Landing Pkwy., Suite 112 · Jacksonville Beach, FL 32250 · (904) 301-4545 · Financial planningCRD 307618 · % of assets, Fixed fees · $793.9 million AUMSEC registeredNo commissions reported Intrepid Capital Management INC1400 Marsh Landing Parkway Ste 106 · Jacksonville Beach, FL 32250 · (904) 246-3433 · Financial planningCRD 108516 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reported Standfast Asset Management, LLC1548 the Greens Way · Jacksonville Beach, FL 32250 · (904) 285-2130 · Hourly feesCRD 136671 · % of assets, Hourly charges, Fixed fees · $100.6 million AUMState registeredNo commissions reported Strivus Wealth Partners LLC1538 the Greens Way, Suite 105 · Jacksonville Beach, FL 32250 · (904) 685-1505 · Financial planningCRD 173580 · % of assets, Hourly charges, Fixed fees · $159.1 million AUMSEC registeredNo commissions reported