Flat / fixed fees in Lutz, FL

3 advisers in Lutz 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

Dipaolo Financial Group, INC.4635 Van Dyke Road · Lutz, FL 33558 · (813) 475-3130 · Financial planningCRD 309637 · % of assets, Fixed fees · $168.0 million AUMSEC registeredNo commissions reported Dmk Advisor Group, INC.17961 Hunting Bow Circle, Suite 102 · Lutz, FL 33558 · (813) 996-6100 · Financial planningCRD 41067 · % of assets, Fixed fees · $130.8 million AUMSEC registeredNo commissions reported Pfg Private Wealth Management, LLC18572 N. Dale Mabry Hwy · Lutz, FL 33548 · (813) 286-7776 · Financial planningCRD 282301 · % of assets, Hourly charges, Fixed fees · $289.0 million AUMSEC registeredNo commissions reported