Fee-OnlyFinder

Flat / fixed fees in Jupiter, FL

10 advisers in Jupiter 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 10

Blackridge Asset Management, LLC1070 E. Indiantown Road, Suite 208-210 · Jupiter, FL 33477 · (561) 641-5050 · Financial planningCRD 277085 · % of assets, Hourly charges, Fixed fees · $216.7 million AUMSEC registeredNo commissions reportedCayside Partners364 Cypress Drive, Suite 202 · Jupiter, FL 33469 · (561) 768-9621 · Financial planningCRD 306090 · % of assets, Hourly charges, Fixed fees · $438.0 million AUMSEC registeredNo commissions reportedCore Wealth Management, INC.4600 Military Trail, Suite 215 · Jupiter, FL 33458 · (561) 491-0231 · Financial planningCRD 162870 · % of assets, Hourly charges, Fixed fees · $404.7 million AUMSEC registeredNo commissions reportedDaniels D'amelio Investment Management Group, LLC1080 E. Indiantown Road, Suite 200 · Jupiter, FL 33477 · (561) 972-7797 · Financial planningCRD 301456 · % of assets, Hourly charges, Fixed fees · $50.7 million AUMState registeredNo commissions reportedFortuna Investors LLC13641 159th St N · Jupiter, FL 33478 · (646) 538-1949 · Financial planningCRD 175072 · % of assets, Hourly charges, Fixed fees · $21.2 million AUMState registeredNo commissions reportedOne + One Wealth Management, LLC1061 E. Indiantown Road, Suite 300 · Jupiter, FL 33477 · (561) 972-4913 · Hourly feesCRD 310906 · % of assets, Hourly charges, Fixed fees · $383.0 million AUMSEC registeredNo commissions reportedPelican Financial Planning and Wealth, PLLC110 Front Street, Suite 300 · Jupiter, FL 33477 · (561) 295-3483 · Financial planningCRD 335198 · % of assets, Fixed fees · $25.5 million AUMState registeredNo commissions reportedRenew Family Wealth1 S. Coastal Way, Unit 104 · Jupiter, FL 33477 · (561) 406-2146 · Financial planningCRD 298618 · % of assets, Hourly charges, Fixed fees · $105.4 million AUMState registeredNo commissions reportedSlatestone Wealth LLC661 University Blvd, Suite 100 · Jupiter, FL 33458 · (561) 244-2504 · Financial planningCRD 286669 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedUrs Advisory4425 N Military Trail, Suite 208 · Jupiter, FL 33458 · (561) 594-0100 · Financial planningCRD 289892 · % of assets, Fixed fees · $200.3 million AUMSEC registeredNo commissions reported