Fee-OnlyFinder

Flat / fixed fees in Palm Beach Gardens, FL

17 advisers in Palm Beach Gardens 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 17

Atticus Wealth Management11380 Prosperity Farms Road, Suite 201 · Palm Beach Gardens, FL 33410 · (561) 425-9500 · Financial planningCRD 296949 · % of assets, Hourly charges, Fixed fees · $565.3 million AUMSEC registeredNo commissions reportedDakota Wealth, LLC11376 N. Jog Road, Suite 101 · Palm Beach Gardens, FL 33418 · (561) 774-8101 · Financial planningCRD 297987 · % of assets, Fixed fees · $6.9 billion AUMSEC registeredNo commissions reportedDigital Asset Investment Management2000 Pga Blvd Suite 4440 · Palm Beach Gardens, FL 33408 · (949) 298-7582 · Financial planningCRD 294098 · % of assets, Hourly charges, Fixed fees · $80.0 million AUMState registeredNo commissions reportedDivergent Capital Asset Management LLC3300 Pga Boulevard, Ste 570 · Palm Beach Gardens, FL 33410 · (800) 305-3221 · Financial planningCRD 324549 · % of assets, Fixed fees · $50.1 million AUMState registeredNo commissions reportedGladstone Wealth Partners2000 Pga Blvd., Suite 4440 · Palm Beach Gardens, FL 33408 · (908) 719-1313 · Financial planningCRD 250787 · % of assets, Fixed fees · $5.7 billion AUMSEC registeredNo commissions reportedGuiry Capital Management, LLC3801 Pga Blvd., Suite 600 · Palm Beach Gardens, FL 33410 · (561) 337-5224 · Flat / fixed feesCRD 122056 · % of assets, Fixed fees · $204.3 million AUMSEC registeredNo commissions reportedGwn Securities INC.11440 North Jog Road · Palm Beach Gardens, FL 33418 · (561) 472-2700 · Financial planningCRD 128929 · % of assets, Hourly charges, Fixed fees · $4.8 billion AUMSEC registeredNo commissions reportedKuyrkendall Capital2401 Pga Blvd., Suite 196-15 · Palm Beach Gardens, FL 33410 · (772) 919-5768 · Financial planningCRD 337776 · % of assets, Fixed fees · $4.5 million AUMState registeredNo commissions reportedLri Investments3825 Pga Blvd, Suite 303 · Palm Beach Gardens, FL 33410 · (561) 323-2265 · Financial planningCRD 323556 · % of assets, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reportedMartin Investment Management, LLC2000 Pga Blvd, Suite 4440 · Palm Beach Gardens, FL 33408 · (847) 424-9124 · Hourly feesCRD 105381 · % of assets, Hourly charges, Fixed fees · $888.1 million AUMSEC registeredNo commissions reported
Money Concepts Advisory Service11440 Jog Road · Palm Beach Gardens, FL 33418 · (561) 472-2000 · Financial planningCRD 12963 · % of assets, Hourly charges, Fixed fees · $4.1 billion AUMSEC registeredNo commissions reportedNexwealth LLC3801 Pga Boulevard, Suite 600 · Palm Beach Gardens, FL 33410 · (561) 971-3939 · Financial planningCRD 311424 · % of assets, Fixed fees · $172.2 million AUMSEC registeredNo commissions reportedOptimist Capital2401 Pga Blvd, Suite 148 · Palm Beach Gardens, FL 33410 · (561) 771-8077 · Financial planningCRD 292023 · % of assets, Hourly charges, Fixed fees · $96.7 million AUMState registeredNo commissions reportedResnick Wealth Alliance, LLC4400 Pga Boulevard, Suite 404 · Palm Beach Gardens, FL 33410 · (561) 453-1120 · Financial planningCRD 316188 · % of assets, Fixed fees · $121.1 million AUMSEC registeredNo commissions reportedWin Advisors, INC11440 Jog Road · Palm Beach Gardens, FL 33418 · (561) 472-2000 · Financial planningCRD 300351 · % of assets, Hourly charges, Fixed fees · $266.8 million AUMSEC registeredNo commissions reportedYour Planning Partner LLC3801 Pga Blvd, #600 · Palm Beach Gardens, FL 33410 · (561) 301-0008 · Financial planningCRD 283647 · % of assets, Hourly charges, Fixed fees · $90.7 million AUMState registeredNo commissions reportedZega Investments, LLC3801 Pga Boulevard, Suite 600 · Palm Beach Gardens, FL 33410 · (800) 380-9342 · Financial planningCRD 330428 · % of assets, Fixed fees · $614.0 million AUMSEC registeredNo commissions reported