Fee-OnlyFinder

Flat / fixed fees in Columbus, GA

4 advisers in Columbus 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 4

Fluid Financial Planning, LLC5636 Whitesville Road, Suite B1 · Columbus, GA 31904 · (706) 332-2544 · Financial planningCRD 285570 · % of assets, Fixed fees · $19.7 million AUMState registeredNo commissions reportedGreatmark Investment Partners, INC.6001 River Rd, Suite 300 · Columbus, GA 31904 · (706) 327-2128 · Flat / fixed feesCRD 105267 · % of assets, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedMomentum Wealth Management1201 Front Ave., Suite N · Columbus, GA 31901 · (706) 842-2400 · Financial planningCRD 295689 · % of assets, Hourly charges, Fixed fees · $64.6 million AUMState registeredNo commissions reportedWealth Intelligence, LLC2900 Warm Springs Rd · Columbus, GA 30295 · (706) 571-2100 · Financial planningCRD 333253 · % of assets, Hourly charges, Fixed fees · $247.5 million AUMSEC registeredNo commissions reported