Flat / fixed fees in Stuart, FL

4 advisers in Stuart 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 4

Financial Planning Professionals, INC.759 Sw Federal Highway, 200e · Stuart, FL 34994 · (772) 229-9003 · Financial planningCRD 125319 · % of assets, Hourly charges, Fixed fees · $36.4 million AUMState registeredNo commissions reported Ralicki Wealth Management & Trust Services1235 Se Indian Street, Suite 102 · Stuart, FL 34997 · (772) 221-4508 · Financial planningCRD 141192 · % of assets, Hourly charges, Fixed fees · $129.0 million AUMSEC registeredNo commissions reported Spectra Investment Management, LLC401 Se Osceola Street, Suite 202 · Stuart, FL 34994 · (772) 324-5640 · Financial planningCRD 288145 · % of assets, Hourly charges, Fixed fees · $306.8 million AUMSEC registeredNo commissions reported W.h. Financial Services, INC.850 Nw Federal Hwy, Ste. 152 · Stuart, FL 34994 · (772) 233-4437 · Financial planningCRD 287703 · Fixed fees, OtherState registeredNo commissions reported