Fee-OnlyFinder

Flat / fixed fees in Vero Beach, FL

7 advisers in Vero Beach 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

Alton Road Capital, LP4445 North A1a, Suite 249 · Vero Beach, FL 32963 · (203) 247-2194 · Flat / fixed feesCRD 332521 · Fixed fees, Performance-based fees · $26.6 million AUMSEC registeredNo commissions reportedCardea Capital Advisors, LLC601 21st Street, Suite 300 · Vero Beach, FL 32960 · (770) 977-7779 · Financial planningCRD 307600 · % of assets, Fixed fees · $124.2 million AUMSEC registeredNo commissions reportedGallatin & Company, LLC2145 14th Ave., Suite 15 · Vero Beach, FL 32960 · (772) 231-9607 · Flat / fixed feesCRD 111984 · % of assets, Fixed fees · $98.1 million AUMSEC registeredNo commissions reportedLulla Wealth Financial4731 Highway A1a, Suite 227 · Vero Beach, FL 32963 · (772) 257-9803 · Financial planningCRD 310592 · % of assets, Hourly charges, Fixed fees · $17.8 million AUMState registeredNo commissions reportedOnesource Wealth Advisors601 21st Street, Suite 300 · Vero Beach, FL 32960 · (866) 895-1222 · Financial planningCRD 299717 · % of assets, Hourly charges, Fixed fees · $3.2 million AUMState registeredNo commissions reportedSpirepoint Private Client, LLC830 Azalea Lane · Vero Beach, FL 32963 · (772) 316-1271 · Financial planningCRD 327350 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedTreasure Coast Financial Planning, INC.545 Beachland Blvd · Vero Beach, FL 32963 · (772) 231-1422 · Financial planningCRD 166684 · % of assets, Hourly charges, Fixed fees · $241.5 million AUMSEC registeredNo commissions reported