Fee-OnlyFinder

Flat / fixed fees in Winter Park, FL

12 advisers in Winter Park 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 12

Advus Financial Partners, LLC631 W. Morse Blvd., Suite 115 · Winter Park, FL 32789 · (407) 585-1160 · Financial planningCRD 311990 · % of assets, Hourly charges, Fixed fees · $4.0 billion AUMSEC registeredNo commissions reportedAmerican Financial Advisors INC1031 W Morse Blvd., Ste. 110 · Winter Park, FL 32789 · (407) 207-9006 · Financial planningCRD 108530 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedAvenues Wealth, LLC311 W. Fairbanks Avenue, Suite 201 · Winter Park, FL 32789 · (407) 898-3181 · Financial planningCRD 290433 · % of assets, Hourly charges, Fixed fees · $81.5 million AUMState registeredNo commissions reportedBarr Financial Services, LLC2160 North Park Avenue · Winter Park, FL 32789 · (407) 622-0018 · Financial planningCRD 125444 · % of assets, Hourly charges, Fixed fees · $269.2 million AUMSEC registeredNo commissions reportedFinancial Advisory Partners, LLC1201 S. Orlando Avenue, Suite 350 · Winter Park, FL 32789 · (407) 478-6314 · Financial planningCRD 310914 · % of assets, Hourly charges, Fixed fees · $377.8 million AUMSEC registeredNo commissions reportedFinancial Harvest Wealth Advisors1091 West Morse Boulevard, Suite 200 · Winter Park, FL 32789 · (407) 937-0707 · Financial planningCRD 148271 · % of assets, Hourly charges, Fixed fees · $557.4 million AUMSEC registeredNo commissions reportedFortress Wealth Group1099 W Morse Blvd · Winter Park, FL 32789 · (407) 999-8998 · Financial planningCRD 308968 · % of assets, Hourly charges, Fixed fees · $439.1 million AUMSEC registeredNo commissions reportedMariner Institutional, LLC531 W Morse Blvd, Suite 200 · Winter Park, FL 32789 · (844) 442-6326 · Hourly feesCRD 111964 · % of assets, Hourly charges, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reportedMatthias Private Wealth, LLC700 West Morse Boulevard, Suite 201 · Winter Park, FL 32789 · (407) 691-3300 · Financial planningCRD 289761 · % of assets, Hourly charges, Fixed fees · $242.8 million AUMSEC registeredNo commissions reportedMeeks Capital LLC1964 Howell Branch Road, Suite 109 · Winter Park, FL 32792 · (407) 494-5439 · Financial planningCRD 298773 · % of assets, Hourly charges, Fixed fees · $28.6 million AUMState registeredNo commissions reported
Spraker West Wealth Management, INC334 W. Morse Blvd. · Winter Park, FL 32789 · (407) 478-7899 · Financial planningCRD 147075 · % of assets, Hourly charges, Fixed fees · $265.3 million AUMSEC registeredNo commissions reportedTrillium Wealth LLC230 S New York Ave, Suite 200 · Winter Park, FL 32789 · (321) 295-8492 · Financial planningCRD 341186 · % of assets, Fixed fees · $544.6 million AUMSEC registeredNo commissions reported