Fee-OnlyFinder

Flat / fixed fees in Miami Beach, FL

7 advisers in Miami Beach 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

Allegiant Financial Advisors, LLC1000 5th Street, Suite 200 · Miami Beach, FL 33139 · Financial planningCRD 141047 · % of assets, Hourly charges, Fixed fees · $9.4 million AUMState registeredNo commissions reportedDhody Investment Group2340 Collins Avenue, Suite 604 · Miami Beach, FL 33139 · (305) 433-4250 · Financial planningCRD 318610 · % of assets, Fixed fees · $341.4 million AUMSEC registeredNo commissions reportedExpat Financial Solutions1680 Michigan Ave., Suite 700 · Miami Beach, FL 33139 · (305) 777-2240 · Financial planningCRD 170747 · % of assets, Hourly charges, Fixed fees · $12.0 million AUMState registeredNo commissions reportedGlassbead Capital Management LLC407 Lincoln Road, Suite 11l · Miami Beach, FL 33139 · (917) 251-4419 · Flat / fixed feesCRD 298816 · % of assets, Fixed fees, Performance-based fees · $138.0 million AUMSEC registeredNo commissions reportedRose Capital Advisors, LLC119 Washington Avenue, Suite 400 · Miami Beach, FL 33139 · (305) 534-7673 · Financial planningCRD 173054 · % of assets, Hourly charges, Fixed fees · $608.3 million AUMSEC registeredNo commissions reportedSavvy Wealth Management LLC6538 Collins Ave, #350 · Miami Beach, FL 33141 · (831) 402-2904 · Financial planningCRD 313380 · Hourly charges, Fixed feesState registeredNo commissions reportedVector Technologies, LLC5055 Collins Avenue, Suite 5c · Miami Beach, FL 33140 · (305) 317-0140 · Flat / fixed feesCRD 323237 · Fixed feesSEC registeredNo commissions reported