Flat / fixed fees in Palm Harbor, FL

4 advisers in Palm Harbor 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 4

Basile Financial Group, INC.36410 US Highway 19 N · Palm Harbor, FL 34684 · (727) 900-7068 · Financial planningCRD 289419 · % of assets, Hourly charges, Fixed fees · $5.4 million AUMState registeredNo commissions reported Fidelity Capital Management Corp2940 Country Woods Lane · Palm Harbor, FL 34683 · (941) 706-5564 · Flat / fixed feesCRD 122651 · % of assets, Fixed fees · $150,000 AUMState registeredNo commissions reported Premier Private Wealth Management, LLC1025 Ohio Avenue · Palm Harbor, FL 34683 · (727) 281-2882 · Financial planningCRD 331860 · % of assets, Hourly charges, Fixed fees · $126.3 million AUMSEC registeredNo commissions reported Toring Financial Advisors, INC.522 Alt19 · Palm Harbor, FL 34683 · (727) 741-4186 · Financial planningCRD 329417 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reported