Fee-OnlyFinder

Flat / fixed fees in Venice, FL

6 advisers in Venice 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 6

Dale K. Ehrhart, INC.100 W Venice Ave, Suite G · Venice, FL 34285 · (941) 485-8220 · Flat / fixed feesCRD 35971 · % of assets, Fixed fees · $648.8 million AUMSEC registeredNo commissions reportedDg Wealth333 Tamiami Trail S Suite 221 · Venice, FL 34285 · (941) 584-3320 · Financial planningCRD 325150 · % of assets, Hourly charges, Fixed fees · $10.4 million AUMState registeredNo commissions reportedFerris Wheel Finance, INC.871 Venetia Bay Blvd, Suite 201 · Venice, FL 34285 · (941) 483-3600 · Financial planningCRD 292091 · % of assets, Hourly charges, Fixed fees · $41.2 million AUMState registeredNo commissions reportedFourthought Financial Partners, LLC.310 W. Venice Avenue, Suite 201 · Venice, FL 34285 · (941) 408-8557 · Financial planningCRD 323060 · % of assets, Fixed fees, Other · $1.9 billion AUMSEC registeredNo commissions reportedJean Pierre Masse12280 Wellen Golf Street, Unit 107 · Venice, FL 34293 · (704) 201-1842 · Financial planningCRD 158452 · % of assets, Hourly charges, Fixed fees · $4.5 million AUMState registeredNo commissions reportedTodd Wealth Management LLC249 Nokomis Ave S · Venice, FL 34285 · (941) 483-3732 · Flat / fixed feesCRD 164761 · % of assets, Fixed fees · $158.9 million AUMSEC registeredNo commissions reported