Fee-OnlyFinder

Flat / fixed fees in Pensacola, FL

8 advisers in Pensacola 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 8

Armada Advisors1800 N E Street · Pensacola, FL 32501 · (850) 497-6167 · Financial planningCRD 150416 · % of assets, Hourly charges, Fixed fees · $190.3 million AUMSEC registeredNo commissions reportedFsa Investment Group, LLC212 South Alcaniz Street · Pensacola, FL 32502 · (850) 696-1550 · Financial planningCRD 163641 · % of assets, Fixed fees · $761.8 million AUMSEC registeredNo commissions reportedGuernsey Financial, LLC6704 Plantation Rd Suite a · Pensacola, FL 32504 · (850) 476-3491 · Financial planningCRD 299037 · % of assets, Fixed feesState registeredNo commissions reportedSafe Harbor Fiduciary, LLC700 South Palafox Street, Suite 300 · Pensacola, FL 32502 · (850) 435-4844 · Financial planningCRD 169659 · % of assets, Fixed fees · $129.9 million AUMSEC registeredNo commissions reportedSaltmarsh Financial Advisors, LLC900 N 12th Avenue · Pensacola, FL 32501 · (850) 435-8300 · Financial planningCRD 132248 · % of assets, Hourly charges, Fixed fees · $356.5 million AUMSEC registeredNo commissions reportedSoutheastern Financial Planning, LLC3 West Garden St, Suite 340 · Pensacola, FL 32502 · (850) 400-3466 · Financial planningCRD 178531 · % of assets, Hourly charges, Fixed fees · $4.0 million AUMState registeredNo commissions reportedThe Retirement Planners, USA, LLC8001 N 9th Ave · Pensacola, FL 32514 · (850) 995-1999 · Financial planningCRD 152870 · % of assets, Hourly charges, Fixed fees · $60.3 million AUMState registeredNo commissions reportedVm. Group1555 N Palafox St · Pensacola, FL 32501 · (251) 406-9336 · Flat / fixed feesCRD 338461 · % of assets, Subscription fees, Performance-based fees · $1.7 million AUMState registeredNo commissions reported