Fee-OnlyFinder

Flat / fixed fees in Longwood, FL

3 advisers in Longwood 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 3

Avanti Wealth Management110 Crown Oak Centre Drive · Longwood, FL 32750 · (407) 331-7330 · Financial planningCRD 137322 · % of assets, Hourly charges, Fixed fees · $55.6 million AUMState registeredNo commissions reportedSiler Wealth Management100 Crown Oak Centre Drive · Longwood, FL 32750 · (407) 831-8002 · Financial planningCRD 108682 · % of assets, Hourly charges, Fixed fees · $188.6 million AUMSEC registeredNo commissions reportedTim Looney Investments, LLC2180 Sr 434, Suite 6140 · Longwood, FL 32779 · (407) 331-6961 · Financial planningCRD 164413 · % of assets, Hourly charges, Fixed fees · $490.3 million AUMSEC registeredNo commissions reported