Fee-OnlyFinder

Flat / fixed fees in Winter Haven, FL

3 advisers in Winter Haven 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 3

Ingram Advisory Services, LLC799 Overlook Drive · Winter Haven, FL 33884 · (863) 326-9833 · Financial planningCRD 123508 · % of assets, Hourly charges, Fixed fees · $109.3 million AUMSEC registeredNo commissions reportedIplan2514 Partridge Dr. · Winter Haven, FL 33884 · (202) 600-9605 · Financial planningCRD 294929 · % of assets, Fixed fees · $30.9 million AUMState registeredNo commissions reportedWells Global Investment Advisers LLC521 West Central Avenue · Winter Haven, FL 33880 · (863) 294-3361 · Financial planningCRD 150139 · % of assets, Hourly charges, Fixed fees · $101.3 million AUMSEC registeredNo commissions reported