Fee-OnlyFinder

Flat / fixed fees in Sarasota, FL

27 advisers in Sarasota 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 27

Advanced Wealth Management1990 Main Street, Suite 750 · Sarasota, FL 34236 · (941) 451-8512 · Financial planningCRD 284438 · % of assets, Hourly charges, Fixed fees · $110.7 million AUMSEC registeredNo commissions reportedBroad Reach Wealth Management, LLC1990 Main St., Suite 750 · Sarasota, FL 34236 · (941) 306-4621 · Financial planningCRD 146128 · % of assets, Fixed fees · $35.2 million AUMState registeredNo commissions reportedCambria Wealth Management240 S. Pineapple Ave., Suite 204 · Sarasota, FL 34236 · (941) 444-1120 · Financial planningCRD 335458 · % of assets, Fixed fees · $115.7 million AUMSEC registeredNo commissions reportedClarity Financial Design205 N Orange Ave, Suite 306 · Sarasota, FL 34236 · (407) 494-0593 · Financial planningCRD 316258 · % of assets, Fixed fees · $51.4 million AUMState registeredNo commissions reportedCPA Investment Solutions, INC.7250 Kyle Court · Sarasota, FL 34240 · (941) 923-1831 · Financial planningCRD 144888 · % of assets, Hourly charges, Fixed fees · $49.2 million AUMState registeredNo commissions reportedCumberland Advisors1 South School Avenue, Suite 900 · Sarasota, FL 34237 · (800) 257-7013 · Financial planningCRD 107964 · % of assets, Fixed fees, Other · $3.2 billion AUMSEC registeredNo commissions reportedEchelon Virtual Family Office, LLC1990 Main Street, Suite 750 · Sarasota, FL 34236 · (888) 892-9882 · Financial planningCRD 307166 · % of assets, Fixed fees · $23.8 million AUMState registeredNo commissions reportedGlobal Financial Private Client6000 Cattleridge Drive, Suite 200 · Sarasota, FL 34232 · (941) 441-1624 · Financial planningCRD 290006 · % of assets, Hourly charges, Fixed fees · $828.3 million AUMSEC registeredNo commissions reportedGuardsman Private Capital Management, INC.1221 S. Tamiami Trail · Sarasota, FL 34239 · (941) 349-9200 · Financial planningCRD 172205 · % of assets, Hourly charges, Fixed fees · $207.9 million AUMSEC registeredNo commissions reportedInsight Family Financial8051 N Tamiami Trail, Suite E6 · Sarasota, FL 34243 · (727) 304-4559 · Financial planningCRD 317633 · % of assets, Hourly charges, Fixed fees · $2.8 million AUMState registeredNo commissions reported
Investment Advisory Group LLC1343 Main Street, Suite 705-787 · Sarasota, FL 34236 · (781) 826-1235 · Financial planningCRD 109445 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedJohnson Private Wealth Management, LLC1990 Main Street, Suite 750 · Sarasota, FL 34236 · (847) 980-7746 · Financial planningCRD 169413 · % of assets, Fixed fees · $37.3 million AUMState registeredNo commissions reportedLake Water Advisory, LLC3001 Founders Club Drive · Sarasota, FL 34240 · (941) 587-1466 · Financial planningCRD 327854 · % of assets, Fixed fees · $82.6 million AUMState registeredNo commissions reportedMonorail Securities LLC3322 Bee Ridge Rd, Suite 200 · Sarasota, FL 34239 · (941) 925-2121 · Flat / fixed feesCRD 285309 · % of assets, Subscription fees · $388.7 million AUMSEC registeredNo commissions reportedMra Advisory Group2639 Fruitville Rd, Suite 103 · Sarasota, FL 34237 · (844) 672-7623 · Financial planningCRD 287933 · % of assets, Subscription fees, Fixed fees · $361.3 million AUMSEC registeredNo commissions reportedNed Davis Research, INC.3665 Bee Ridge Road, Suite 306 · Sarasota, FL 34233 · (941) 412-2300 · Hourly feesCRD 112260 · Hourly charges, Subscription fees, Fixed fees · $2.2 million AUMSEC registeredNo commissions reportedPath Financial, LLC1990 Main Street #750 · Sarasota, FL 34236 · (941) 350-7904 · Financial planningCRD 146891 · % of assets, Fixed fees · $40.0 million AUMState registeredNo commissions reportedPlatinum Planning, INC.534 South Pineapple Avenue · Sarasota, FL 34236 · (941) 444-5260 · Financial planningCRD 120213 · % of assets, Hourly charges, Fixed fees · $32.6 million AUMState registeredNo commissions reportedPrestige Advisors INC.6710 Professional Parkway West, Suite 305 · Sarasota, FL 34240 · (941) 799-3300 · Financial planningCRD 319102 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedRanch Capital Advisors INC.4910 Lakewood Ranch Blvd, #130 · Sarasota, FL 34240 · (941) 462-2666 · Financial planningCRD 300966 · % of assets, Hourly charges, Fixed fees · $385.5 million AUMSEC registeredNo commissions reportedReality Financial Planning Services, LLC3947 Clark Road · Sarasota, FL 34233 · (941) 366-5700 · Financial planningCRD 143352 · % of assets, Hourly charges, Fixed fees · $125.9 million AUMSEC registeredNo commissions reportedSage Wealth Consulting, LLC6151 Lake Osprey Drive, Suite 300 · Sarasota, FL 34240 · (941) 500-3660 · Financial planningCRD 298912 · % of assets, Hourly charges, Fixed fees · $12.0 million AUMState registeredNo commissions reportedSwan Retirement Strategies2553 Fruitville Road · Sarasota, FL 34237 · (941) 271-9005 · Financial planningCRD 332099 · % of assets, Hourly charges, Fixed fees · $48.0 million AUMState registeredNo commissions reportedTrue Path Financial LLC1689 2nd Street, Suite 103 · Sarasota, FL 34236 · (941) 867-4745 · Financial planningCRD 336137 · % of assets, Fixed fees · $82.3 million AUMState registeredNo commissions reportedWalsh & Associates, LLC2350 Fruitville Rd, Suite 201 · Sarasota, FL 34237 · (941) 952-1188 · Financial planningCRD 144441 · % of assets, Fixed fees · $827.7 million AUMSEC registeredNo commissions reportedWealth Pro Advisors, INC.2381 Fruitville Road · Sarasota, FL 34237 · (941) 907-2203 · Financial planningCRD 169266 · % of assets, Hourly charges, Fixed fees · $317.5 million AUMSEC registeredNo commissions reportedWealthgen Advisors, LLC1239 N Gulfstream Ave., Suite 4 · Sarasota, FL 34236 · (941) 706-4151 · Financial planningCRD 306196 · % of assets, Hourly charges, Fixed fees · $146.6 million AUMSEC registeredNo commissions reported