Fee-OnlyFinder

Flat / fixed fees in Marietta, GA

14 advisers in Marietta 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 14

American Financial Advisors, LLC.2551 Roswell Road, Suite 310 · Marietta, GA 30062 · (770) 977-2434 · Financial planningCRD 115824 · % of assets, Hourly charges, Fixed fees · $950.2 million AUMSEC registeredNo commissions reportedAnovest Investment Advisors3225 Shallowford Road, Suite 220 · Marietta, GA 30062 · (770) 971-7117 · Financial planningCRD 132344 · % of assets, Hourly charges, Fixed fees · $39.5 million AUMState registeredNo commissions reportedBrown Capital Advisors, LLC506 Roswell Street, Suite 210 · Marietta, GA 30060 · (770) 462-2747 · Financial planningCRD 299101 · % of assets, Fixed fees · $19.4 million AUMState registeredNo commissions reportedCapital Management Advisors INCOne Parkway Center, 1850 Parkway Pl Se, Ste 1025 · Marietta, GA 30067 · (770) 422-4606 · Financial planningCRD 110447 · % of assets, Hourly charges, Fixed fees · $52.0 million AUMSEC registeredNo commissions reportedImpact Partnership Wealth, LLC1688 White Circle Nw · Marietta, GA 30066 · (800) 380-5040 · Financial planningCRD 313928 · % of assets, Hourly charges, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedKenwyck Capital4180 Providence Road, Suite 109 · Marietta, GA 30062 · (404) 567-6001 · Financial planningCRD 332844 · % of assets, Hourly charges, Fixed fees · $6.8 million AUMState registeredNo commissions reportedMarietta Wealth Management, LLC472 N. Sessions Street, Unit #24 · Marietta, GA 30060 · (404) 549-6930 · Financial planningCRD 281782 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedNicholas Wealth Management218 Roswell St Ne, Suite 200 · Marietta, GA 30060 · (404) 890-5606 · Financial planningCRD 282635 · % of assets, Hourly charges, Fixed fees · $739.8 million AUMSEC registeredNo commissions reportedPaul Manners & Associates, INC.3901 Roswell Road, Suite 308 · Marietta, GA 30062 · (404) 231-8611 · Flat / fixed feesCRD 110996 · % of assets, Fixed fees · $391.7 million AUMSEC registeredNo commissions reportedProactive Wealth Strategies, LLC533 Johnson Ferry Road Bldg. C, Suite 100 · Marietta, GA 30068 · (770) 971-4142 · Financial planningCRD 318872 · % of assets, Hourly charges, Fixed fees · $315.8 million AUMSEC registeredNo commissions reported
Rev Capital, LLC319 Atlanta Street Se, Suite 200 · Marietta, GA 30060 · (678) 456-5546 · Financial planningCRD 282132 · % of assets, Fixed fees · $56.8 million AUMState registeredNo commissions reportedSentara Capital3225 Shallowford Road Ne, Suite 900 · Marietta, GA 30062 · (770) 509-5305 · Financial planningCRD 161132 · % of assets, Hourly charges, Fixed fees · $119.6 million AUMSEC registeredNo commissions reportedThird Act Retirement Planning, INC.3225 Shallowford Road, Suite 330 · Marietta, GA 30062 · (770) 971-2888 · Financial planningCRD 122785 · % of assets, Hourly charges, Fixed fees · $30.4 million AUMState registeredNo commissions reportedWiser Wealth Management, INC125 Church St, Suite 220 · Marietta, GA 30060 · (678) 905-4450 · Financial planningCRD 125282 · % of assets, Hourly charges, Fixed fees · $513.6 million AUMSEC registeredNo commissions reported