Fee-OnlyFinder

Flat / fixed fees in Tallahassee, FL

7 advisers in Tallahassee 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 7

Cassini Capital Management, LLC1333 N. Adams Street · Tallahassee, FL 32303 · (850) 566-7737 · Flat / fixed feesCRD 287861 · % of assets, Fixed fees, Performance-based fees · $74.5 million AUMState registeredNo commissions reportedChiron Capital Management, LLC261 Pinewood Drive · Tallahassee, FL 32303 · (850) 775-1939 · Financial planningCRD 308286 · % of assets, Fixed fees · $242.6 million AUMSEC registeredNo commissions reportedCypress Capital1415 Piedmont Dr. E, Suite 1 · Tallahassee, FL 32308 · (850) 583-5377 · Financial planningCRD 335347 · % of assets, Hourly charges, Fixed fees · $143.2 million AUMSEC registeredNo commissions reportedProper Wealth3233 Thomasville Road · Tallahassee, FL 32308 · (850) 972-9725 · Financial planningCRD 336499 · % of assets, Fixed fees · $131.8 million AUMSEC registeredNo commissions reportedRed Hills Capital, LLC221 Delta Court, Ste. 2 · Tallahassee, FL 32303 · (850) 425-1110 · Flat / fixed feesCRD 126009 · % of assets, Fixed fees · $57.9 million AUMState registeredNo commissions reportedSeven Mile Advisory LLC1201 Hays Street · Tallahassee, FL 32301 · (212) 365-5562 · Financial planningCRD 324114 · % of assets, Fixed fees, Other · $416.8 million AUMSEC registeredNo commissions reportedTallahassee Financial Advisors, INC.3015 Shannon Lakes North, #304 · Tallahassee, FL 32309 · (850) 999-1953 · Financial planningCRD 169204 · % of assets, Hourly charges, Fixed fees · $85.7 million AUMState registeredNo commissions reported