Fee-OnlyFinder

Flat / fixed fees in Ponte Vedra Beach, FL

6 advisers in Ponte Vedra Beach 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 6

B&c Financial Advisors110 Professional Drive, Suite 101 · Ponte Vedra Beach, FL 32082 · (904) 273-9850 · Financial planningCRD 110295 · % of assets, Hourly charges, Fixed fees · $626.0 million AUMSEC registeredNo commissions reportedLiberty Advisory Group, INC.228 Canal Boulevard, Suite 1 · Ponte Vedra Beach, FL 32082 · (904) 834-3544 · Financial planningCRD 334164 · % of assets, Fixed fees · $28.8 million AUMState registeredNo commissions reportedSapphire Wealth Consulting, INC.1102 A1a North, Suite 202 · Ponte Vedra Beach, FL 32082 · (904) 728-2769 · Financial planningCRD 284007 · % of assets, Fixed fees · $51.6 million AUMState registeredNo commissions reportedSawgrass Asset Management LLC5000 Sawgrass Village Circle, Suite 32 · Ponte Vedra Beach, FL 32082 · (904) 493-5500 · Flat / fixed feesCRD 108831 · % of assets, Fixed fees, Performance-based fees · $2.0 billion AUMSEC registeredNo commissions reportedSkyview Financial Group, LLC816 A1a N, Suite 205 · Ponte Vedra Beach, FL 32082 · (888) 406-0444 · Financial planningCRD 310581 · % of assets, Fixed fees · $286.6 million AUMSEC registeredNo commissions reportedVigil Wealth Management, LLC822 A1a North, Suite 102 · Ponte Vedra Beach, FL 32082 · (904) 709-4810 · Financial planningCRD 299619 · % of assets, Hourly charges, Fixed fees · $186.0 million AUMSEC registeredNo commissions reported