Fee-OnlyFinder

Flat / fixed fees in Naples, FL

26 advisers in Naples 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 26

Andrew Hill Investment Advisors, INC.4089 Tamiami Trail North, Suite A203 · Naples, FL 34103 · (239) 450-3999 · Financial planningCRD 141590 · % of assets, Hourly charges, Fixed fees · $231.3 million AUMSEC registeredNo commissions reportedAntonetti Capital Management, LLC3200 Bailey Lane, Suite 155 · Naples, FL 34105 · (239) 403-0218 · Financial planningCRD 156551 · % of assets, Hourly charges, Fixed fees · $129.4 million AUMSEC registeredNo commissions reportedAulestia Wealth Management, INC.780 Fifth Avenue South, Suite 200 · Naples, FL 34102 · (239) 261-9033 · Financial planningCRD 300531 · % of assets, Hourly charges, Fixed fees · $91.4 million AUMState registeredNo commissions reportedAventus Investment Advisors, INC.780 5th Avenue South, Suite 200 · Naples, FL 34102 · (239) 673-0020 · Financial planningCRD 153390 · % of assets, Fixed fees · $136.5 million AUMSEC registeredNo commissions reportedAviance Capital Partners LLC2180 Immokalee Road, #301 · Naples, FL 34110 · (239) 598-4747 · Financial planningCRD 146597 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedCambier Capital, LLC5301 34th Avenue Se · Naples, FL 34117 · (239) 289-1218 · Financial planningCRD 341216 · % of assets, Fixed fees · $165.5 million AUMSEC registeredNo commissions reportedCapital Z Partners Management, LLC4851 Tamiami Trail N, Suite 200 · Naples, FL 34103 · (212) 965-2456 · Flat / fixed feesCRD 157048 · % of assets, Fixed fees, Performance-based fees · $1.9 billion AUMSEC registeredNo commissions reportedCardinal Wealth Management9045 Strada Stell CT, Suite 305 · Naples, FL 34110 · (239) 215-1114 · Financial planningCRD 324753 · % of assets, Hourly charges, Fixed fees · $31.4 million AUMState registeredNo commissions reportedCiccarelli Advisory Services INC9601 Tamiami Trail North · Naples, FL 34108 · (239) 262-6577 · Financial planningCRD 110904 · % of assets, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedCwa Asset Management Group9130 Galleria Court, Third Floor · Naples, FL 34109 · (239) 434-7434 · Financial planningCRD 158940 · % of assets, Fixed fees, Performance-based fees · $4.5 billion AUMSEC registeredNo commissions reported
Delgado Private Wealth Management LLC999 Vanderbilt Beach Road, Suite 200 · Naples, FL 34108 · (239) 422-5466 · Financial planningCRD 329001 · % of assets, Hourly charges, Fixed fees · $41.9 million AUMState registeredNo commissions reportedEvertern Wealth, LLC4501 Tamiami Trail N, Suite 100 · Naples, FL 34103 · (239) 508-7700 · Financial planningCRD 340830 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedFifth Avenue Family Office3003 Tamiami Trail North, Suite 410 · Naples, FL 34103 · (239) 262-6300 · Financial planningCRD 122448 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedIntellus Advisors, LLC8625 Tamiami Trail N., Suite 301 · Naples, FL 34108 · (239) 649-3600 · Financial planningCRD 332883 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedLocal Wealth Advisors999 Vanderbilt Beach Rd.,, Suite 200 · Naples, FL 34108 · (239) 422-5454 · Financial planningCRD 336279 · % of assets, Fixed fees · $5.3 million AUMState registeredNo commissions reportedLodestar Advisory Group, LLC999 Vanderbilt Beach Road, Suite 200 · Naples, FL 34108 · (239) 325-5110 · Financial planningCRD 127591 · % of assets, Hourly charges, Fixed fees · $92.5 million AUMState registeredNo commissions reportedLuma Capital4850 Tamiami Trail North, Suite 301 · Naples, FL 34103 · (239) 659-2888 · Financial planningCRD 119576 · % of assets, Hourly charges, Fixed fees · $135.8 million AUMSEC registeredNo commissions reportedMoran Wealth Management, LLC5801 Pelican Bay Blvd, Suite 110 · Naples, FL 34108 · (239) 920-4440 · Financial planningCRD 319208 · % of assets, Hourly charges, Fixed fees · $5.1 billion AUMSEC registeredNo commissions reportedNaples Money Management LLC10001 Tamiami Trail North, Suite 101 · Naples, FL 34108 · (239) 261-4800 · Financial planningCRD 153499 · % of assets, Hourly charges, Fixed fees · $164.4 million AUMSEC registeredNo commissions reportedPento Portfolio Strategies, LLC999 Vanderbilt Beach Rd, Suite 200 · Naples, FL 34108 · (732) 772-9500 · Financial planningCRD 159217 · % of assets, Subscription fees, Other · $237.3 million AUMSEC registeredNo commissions reportedPrudent Financial Planning4500 Executive Dr., Ste. 110-4 · Naples, FL 34119 · (239) 230-0395 · Financial planningCRD 288500 · % of assets, Hourly charges, Fixed fees · $17.0 million AUMState registeredNo commissions reportedRiverglades Family Offices, LLC2640 Golden Gate Pkwy, Suite #105 · Naples, FL 34105 · (239) 263-4079 · Flat / fixed feesCRD 171584 · % of assets, Fixed fees, Other · $221.4 million AUMSEC registeredNo commissions reportedRonald Gelok & Associates, LLC999 Vanderbilt Beach Road, Suite 200 · Naples, FL 34108 · (800) 467-8152 · Financial planningCRD 290950 · % of assets, Hourly charges, Fixed fees · $74.6 million AUMState registeredNo commissions reportedServatus Capital999 Vanderbilt Beach Road, Suite 707 · Naples, FL 34108 · (314) 750-1167 · Financial planningCRD 311428 · % of assets, Fixed fees · $110.1 million AUMSEC registeredNo commissions reportedStewart Wealth Management, LLC999 Vanderbilt Beach Rd, Suite 200 · Naples, FL 34108 · (239) 325-5115 · Financial planningCRD 334077 · % of assets, Hourly charges, Fixed fees · $343,000 AUMState registeredNo commissions reportedThe High Net Worth Advisory Group, LLC8880 Tamiami Trail North · Naples, FL 34108 · (866) 906-2325 · Financial planningCRD 309997 · % of assets, Hourly charges, Fixed fees · $861.7 million AUMSEC registeredNo commissions reported