Fee-OnlyFinder

Flat / fixed fees in Lake Mary, FL

9 advisers in Lake Mary 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 9

Bluestar Wealth Management255 Primera Blvd, Suite 160 · Lake Mary, FL 32746 · (888) 788-6478 · Flat / fixed feesCRD 337253 · % of assets, Fixed fees · $134.0 million AUMSEC registeredNo commissions reportedCollaborative Wealth972 International Parkway · Lake Mary, FL 32746 · (407) 792-3336 · Financial planningCRD 142106 · % of assets, Hourly charges, Fixed fees · $653.3 million AUMSEC registeredNo commissions reportedDias Wealth, LLC250 International Parkway, Suite 134 · Lake Mary, FL 32746 · (321) 926-0936 · Financial planningCRD 304465 · % of assets, Hourly charges, Fixed fees · $8.4 million AUMState registeredNo commissions reportedFamilywealth255 Primera Blvd, Suite 160 · Lake Mary, FL 32746 · (866) 746-3743 · Financial planningCRD 289193 · % of assets, Fixed fees · $394.6 million AUMSEC registeredNo commissions reportedFamilywealth Asset Management255 Primera Blvd, Suite 160 · Lake Mary, FL 32746 · (866) 746-3743 · Flat / fixed feesCRD 147869 · % of assets, Subscription fees, Other · $177.0 million AUMSEC registeredNo commissions reportedFinancial Life Designs LLC1540 International Parkway, Suite 2000 · Lake Mary, FL 32746 · (407) 590-9372 · Financial planningCRD 285241 · % of assets, Hourly charges, Fixed fees · $37.7 million AUMState registeredNo commissions reportedHaysley Financial Services, INC.255 Primera Boulvard, Suite 160 · Lake Mary, FL 32746 · (407) 982-7000 · Financial planningCRD 145248 · % of assets, Hourly charges, Fixed fees · $12.0 million AUMState registeredNo commissions reportedQtr Family Wealth, LLC605 Crescent Executive Court, Suite 104 · Lake Mary, FL 32746 · (407) 745-0715 · Financial planningCRD 331655 · % of assets, Hourly charges, Fixed fees · $749.3 million AUMSEC registeredNo commissions reportedSymphony Financial Team1515 International Parkway, Suite 2031 · Lake Mary, FL 32746 · (407) 792-5576 · Financial planningCRD 288715 · Hourly charges, Fixed feesState registeredNo commissions reported