Fee-OnlyFinder

Flat / fixed fees in Plantation, FL

5 advisers in Plantation 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 5

Fallenbaum CPA & Advisors, LLC300 S. Pine Island Rd., Suite #260 · Plantation, FL 33324 · (954) 615-4272 · Financial planningCRD 154314 · % of assets, Hourly charges, Fixed fees · $7.6 million AUMState registeredNo commissions reportedMg&a Wealth8151 Peters Road, Suite 3200 · Plantation, FL 33324 · (954) 289-9000 · Financial planningCRD 284866 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedNamm Financial LLC9811 Nw 10th St · Plantation, FL 33322 · (954) 815-3121 · Financial planningCRD 151860 · % of assets, Hourly charges, Fixed fees · $2.5 million AUMState registeredNo commissions reportedSterling Wealth Advisors, INC.8201 Peters Road, Suite 1000 · Plantation, FL 33324 · (954) 771-1313 · Financial planningCRD 124121 · % of assets, Hourly charges, Fixed fees · $223.5 million AUMSEC registeredNo commissions reportedTobias Financial Advisors1000 S. Pine Island Road, Suite 450 · Plantation, FL 33324 · (954) 424-1660 · Financial planningCRD 104711 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reported