Fee-OnlyFinder

Flat / fixed fees in Orlando, FL

29 advisers in Orlando 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 29

Allgen Financial Advisors, INC.100 W. Lucerne Circle, Suite 200 · Orlando, FL 32801 · (407) 210-3888 · Financial planningCRD 126877 · % of assets, Hourly charges, Fixed fees · $475.2 million AUMSEC registeredNo commissions reportedAmerican Harbour Wealth Management, LLC7009 Dr Phillips Blvd, Suite 260 · Orlando, FL 32819 · (407) 484-3819 · Financial planningCRD 322018 · % of assets, Hourly charges, Fixed fees · $94.7 million AUMState registeredNo commissions reportedBlacktower Financial Management (US) LLC4700 Millenia Boulevard, Sute 175 · Orlando, FL 32839 · (407) 362-7753 · Financial planningCRD 289142 · % of assets, Fixed fees · $254.4 million AUMSEC registeredNo commissions reportedBlueskye Investment Advisers, LLC618 E. South St, Suite 500 · Orlando, FL 32801 · (321) 266-4360 · Flat / fixed feesCRD 161097 · % of assets, Fixed fees, Performance-based fees · $70.5 million AUMState registeredNo commissions reportedBurgess Chambers & Associates INC315 E. Robinson Street, Suite 690 · Orlando, FL 32801 · (407) 644-0111 · Hourly feesCRD 110164 · % of assets, Hourly charges, Fixed fees · $165.9 million AUMSEC registeredNo commissions reportedCentrus Financial Strategies121 S. Orange Ave North Tower, Suite 1500 · Orlando, FL 32801 · (800) 779-4592 · Financial planningCRD 339651 · % of assets, Hourly charges, Fixed fees · $125.1 million AUMSEC registeredNo commissions reportedCogent Private Wealth420 S. Orange Ave., Suite 825 · Orlando, FL 32801 · (407) 887-4965 · Financial planningCRD 319092 · % of assets, Fixed fees · $250.3 million AUMSEC registeredNo commissions reportedElevation Advisory Partners LLC3505 Lake Lynda Drive, Suite 200 · Orlando, FL 32817 · (913) 827-4588 · Financial planningCRD 312170 · % of assets, Fixed fees, Other · $226.0 million AUMSEC registeredNo commissions reportedHoxton Wealth100 East Pine Street, Suite 110 · Orlando, FL 32801 · (407) 248-1211 · Financial planningCRD 307387 · % of assets, Fixed fees, Other · $803.5 million AUMSEC registeredNo commissions reportedInternational Assets Investment Management, LLC111 North Orange Avenue, Suite 1000 · Orlando, FL 32801 · (407) 254-1500 · Financial planningCRD 144426 · % of assets, Hourly charges, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reported
Investably LLC300 S Orange Ave., Suite 1000 · Orlando, FL 32801 · (689) 220-1358 · Financial planningCRD 315745 · % of assets, Hourly charges, Fixed fees · $2.7 million AUMState registeredNo commissions reportedJ.p. Aubry Wealth Advisors, LLC121 S Orange Ave, Suite 1500 · Orlando, FL 32801 · (407) 496-4097 · Financial planningCRD 322467 · % of assets, Hourly charges, Fixed fees · $7.1 million AUMState registeredNo commissions reportedJake Carris Financial Planning5401 S. Kirkman Rd, Ste. 215 · Orlando, FL 32819 · (407) 489-1186 · Financial planningCRD 290061 · % of assets, Hourly charges, Fixed fees · $109.7 million AUMSEC registeredNo commissions reportedLdn Wealth, LLC3505 Lake Lynda Drive, Suite 200 · Orlando, FL 32817 · (407) 567-1945 · Financial planningCRD 175348 · Hourly charges, Fixed fees, OtherSEC registeredNo commissions reportedMoisand Fitzgerald Tamayo, LLC300 South Orange Avenue, Suite 1170 · Orlando, FL 32801 · (407) 869-6228 · Financial planningCRD 109419 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedMonterra Advisors, LLC5301 Conroy Rd, Suite 140 · Orlando, FL 32811 · (305) 203-3617 · Financial planningCRD 338054 · % of assets, Fixed fees, Performance-based fees · $3.7 million AUMState registeredNo commissions reportedNew Era Advisory5950 Hazeltine National Drive,, Suite 615 · Orlando, FL 32822 · (407) 440-4306 · Financial planningCRD 319711 · % of assets, Fixed fees · $17.6 million AUMState registeredNo commissions reportedOakmonte Wealth Management3700 S Conway Rd, Ste 112 · Orlando, FL 32812 · (407) 412-9255 · Financial planningCRD 304150 · % of assets, Fixed fees · $44.2 million AUMState registeredNo commissions reportedOxford Wealth Group, LLC111 N. Orange Avenue, Suite 775 · Orlando, FL 32801 · (407) 495-2004 · Financial planningCRD 319561 · % of assets, Fixed fees · $327.9 million AUMSEC registeredNo commissions reportedPolley Wealth Management LLC250 North Orange Ave, Suite 1116 · Orlando, FL 32801 · (407) 337-1085 · Financial planningCRD 305143 · % of assets, Hourly charges, Subscription fees · $21.3 million AUMState registeredNo commissions reportedSparrow Wealth Management6900 Tavistock Lakes Blvd, Suite 400 · Orlando, FL 32827 · (877) 330-9191 · Financial planningCRD 152670 · % of assets, Hourly charges, Fixed fees · $135.2 million AUMSEC registeredNo commissions reportedStonebridge Financial Planning Group, LLC203 Hillcrest Street · Orlando, FL 32801 · (407) 695-7100 · Financial planningCRD 154616 · % of assets, Hourly charges, Fixed fees · $329.7 million AUMSEC registeredNo commissions reportedStructure Wealth Partners LLC450 S Orange Ave, 3rd Floor · Orlando, FL 32801 · (407) 739-5094 · Financial planningCRD 338538 · % of assets, Hourly charges, Fixed fees · $68.2 million AUMState registeredNo commissions reportedSummit Wealth Partners, LLC800 N. Orange Avenue, Suite 302 · Orlando, FL 32801 · (407) 656-2252 · Financial planningCRD 283648 · % of assets, Hourly charges, Fixed fees · $675.7 million AUMSEC registeredNo commissions reportedValue Financial Advisers, INC.1406 Spring Fest Ln · Orlando, FL 32828 · (303) 770-3030 · Financial planningCRD 107321 · % of assets, Hourly charges, Fixed fees · $105.3 million AUMSEC registeredNo commissions reportedVelaris Wealth Management7981 Waterfield Avenue · Orlando, FL 32832 · (786) 657-1584 · Financial planningCRD 340592 · % of assets, Subscription fees · $128.7 million AUMSEC registeredNo commissions reportedVestwyze, LLC618 E. South Street, Suite 500 · Orlando, FL 32801 · (407) 537-9427 · Financial planningCRD 289127 · % of assets, Fixed fees, Other · $9.3 million AUMState registeredNo commissions reportedWisdom Planning Group3322 Clay Ave · Orlando, FL 32804 · (407) 462-5486 · Financial planningCRD 305721 · % of assets, Fixed fees · $112.9 million AUMSEC registeredNo commissions reportedYandell Investments, LLC626 West Yale Street · Orlando, FL 32804 · (407) 898-5777 · Financial planningCRD 332642 · % of assets, Hourly charges, Fixed fees · $171.0 million AUMSEC registeredNo commissions reported