Fee-OnlyFinder

Flat / fixed fees in Rockledge, FL

3 advisers in Rockledge 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 3

Advanced Tax & Investments, INC.1982 US Hwy #1, Suite 102 · Rockledge, FL 32955 · (407) 595-2084 · Financial planningCRD 137357 · % of assets, Hourly charges, Fixed fees · $27.4 million AUMState registeredNo commissions reportedMcCarty Wealth4175 US 1, Suite 101 · Rockledge, FL 32955 · (321) 221-7870 · Financial planningCRD 333888 · % of assets, Fixed fees · $55.5 million AUMState registeredNo commissions reportedRall Capital Management, INC.573 Barnes Blvd, Suite 103 · Rockledge, FL 32955 · (321) 452-1251 · Financial planningCRD 132827 · % of assets, Fixed fees · $122.7 million AUMSEC registeredNo commissions reported