Fee-OnlyFinder

Flat / fixed fees in Maitland, FL

7 advisers in Maitland 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

Aegis Wealth Management, LLC698 N. Maitland Avenue, Suite 102 · Maitland, FL 32751 · (407) 831-3660 · Flat / fixed feesCRD 199511 · Fixed fees · $190.4 million AUMSEC registeredNo commissions reportedAlternative Investment Advisors, LLC341 N Maitland Avenue, Suite 132 · Maitland, FL 32751 · (407) 261-4242 · Financial planningCRD 160108 · % of assets, Hourly charges, Fixed fees · $385.9 million AUMSEC registeredNo commissions reportedCarpenter, Claydon Advisors, INC.557 N. Wymore Road, Suite 201 · Maitland, FL 32751 · (407) 843-0316 · Financial planningCRD 143516 · % of assets, Hourly charges, Fixed fees · $294.9 million AUMSEC registeredNo commissions reportedCramer & Rauchegger, INC.800 N. Maitland Avenue, Ste. 204 · Maitland, FL 32751 · (407) 645-4433 · Financial planningCRD 164784 · % of assets, Fixed fees, Other · $151.4 million AUMSEC registeredNo commissions reportedDorman Financial Management, P.A.557 N. Wymore Road, Suite 201 · Maitland, FL 32751 · (407) 774-6815 · Financial planningCRD 136881 · % of assets, Fixed fees · $160.6 million AUMSEC registeredNo commissions reportedJp Law and Wealth Advisors PLLC555 Winderley Place, 300 · Maitland, FL 32751 · (407) 990-9468 · Financial planningCRD 314722 · Fixed fees · $201,000 AUMState registeredNo commissions reportedWealth & Business Planning Group, LLC125 S. Swoope Ave, Suite 109 · Maitland, FL 32751 · (407) 622-6669 · Financial planningCRD 146151 · % of assets, Hourly charges, Fixed fees · $6.0 million AUMState registeredNo commissions reported