Fee-OnlyFinder

Flat / fixed fees in Lakeland, FL

7 advisers in Lakeland 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

Alpha Advisors, LLC117 N Massachusetts Ave · Lakeland, FL 33801 · (863) 665-8888 · Financial planningCRD 138848 · % of assets, Hourly charges, Fixed fees · $31.8 million AUMState registeredNo commissions reportedAmerity Wealth Management, LLC4740 Cleveland Heights Boulevard, Suite 5 · Lakeland, FL 33813 · (863) 683-1750 · Financial planningCRD 322265 · % of assets, Hourly charges, Fixed fees · $338.8 million AUMSEC registeredNo commissions reportedCapstone Wealth Management Corp.5120 S. Lakeland Drive, Suite 1 · Lakeland, FL 33813 · (866) 596-9886 · Financial planningCRD 165359 · % of assets, Fixed fees, Performance-based fees · $109.4 million AUMSEC registeredNo commissions reportedCore Wealth Advisors, INC.124 South Florida Avenue, 4th Floor · Lakeland, FL 33801 · (863) 904-4745 · Financial planningCRD 174386 · % of assets, Hourly charges, Fixed fees · $702.1 million AUMSEC registeredNo commissions reportedCps Investment Advisors205 East Orange Street #310 · Lakeland, FL 33801 · (863) 688-1725 · Financial planningCRD 104914 · % of assets, Fixed fees · $2.9 billion AUMSEC registeredNo commissions reportedGreenbridge Partners LLC3700 Airfield Dr West · Lakeland, FL 33811 · (863) 688-5938 · Financial planningCRD 304445 · % of assets, Hourly charges, Fixed fees · $433.1 million AUMSEC registeredNo commissions reportedJames I. Black & Company311 South Florida Avenue · Lakeland, FL 33801 · (863) 686-4163 · Financial planningCRD 1249 · % of assets, Hourly charges, Fixed fees · $144.1 million AUMSEC registeredNo commissions reported