Fee-OnlyFinder

Flat / fixed fees in St Petersburg, FL

11 advisers in St Petersburg 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 11

American Dream1015 7th Ave N · St. Petersburg, FL 33705 · (727) 222-1722 · Financial planningCRD 282816 · % of assets, Hourly charges, Fixed fees · $8,032 AUMState registeredNo commissions reportedAvid Planning360 Central Avenue, Suite 1160 · St. Petersburg, FL 33701 · (727) 228-6840 · Financial planningCRD 284332 · % of assets, Hourly charges, Fixed fees · $58.5 million AUMState registeredNo commissions reportedBayshore Financial Solutions, LLC111 2nd Ave Ne, Suite 911 · St. Petersburg, FL 33701 · (813) 569-9222 · Financial planningCRD 306105 · % of assets, Fixed fees · $10.4 million AUMState registeredNo commissions reportedBitcoin Standard200 Central Ave Floor 4 · St Petersburg, FL 33701 · (727) 709-9536 · Financial planningCRD 326609 · % of assets, Fixed fees, Performance-based feesState registeredNo commissions reportedBurkart Financial Group, INC.5301 Central Avenue · St. Petersburg, FL 33710 · (727) 459-7744 · Financial planningCRD 290579 · % of assets, Hourly charges, Fixed fees · $72.2 million AUMState registeredNo commissions reportedCyndeo Wealth Partners300 1st Avenue South, 3rd Floor · St. Petersburg, FL 33701 · (727) 472-3700 · Financial planningCRD 307781 · % of assets, Hourly charges, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reportedElevate Financial Planning and Wealth Management9400 4th Street N, Suite 201 · St. Petersburg, FL 33702 · (727) 478-8886 · Financial planningCRD 329079 · % of assets, Fixed fees · $107.1 million AUMSEC registeredNo commissions reportedHygge Advisors, LLC360 Central Ave, Suite 800 · St. Petersburg, FL 33701 · (727) 344-9160 · Financial planningCRD 289980 · % of assets, Fixed fees · $23.5 million AUMState registeredNo commissions reportedIq Retirement Portfolios LLC7901 4th St N Ste 300 · St. Petersburg, FL 33702 · (800) 325-1833 · Financial planningCRD 308294 · % of assets, Hourly charges, Fixed fees · $5.8 million AUMState registeredNo commissions reportedPersonal Asset Management5462 Central Ave · St Petersburg, FL 33707 · (727) 360-4499 · Financial planningCRD 136619 · % of assets, Hourly charges, Fixed fees · $33.0 million AUMState registeredNo commissions reportedSagace Wealth Management877 Executive Center Drive West, Suite 100 · St. Petersburg, FL 33702 · (727) 493-9700 · Financial planningCRD 307212 · % of assets, Hourly charges, Fixed fees · $162.7 million AUMSEC registeredNo commissions reported