Flat / fixed fees in Milton, GA

4 advisers in Milton 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

Berkeley Capital Partners, LLC3000 Heritage Walk, Suite 301 · Milton, GA 30004 · (678) 690-8700 · Financial planningCRD 281082 · % of assets, Fixed fees, Performance-based fees · $1.1 billion AUMSEC registeredNo commissions reported Bluechip Wealth Advisors LLC12655 Birmingham Hwy, Suite 201 · Milton, GA 30004 · (770) 771-5812 · Financial planningCRD 150008 · % of assets, Hourly charges, Fixed fees · $666.4 million AUMSEC registeredNo commissions reported Rich & Company LLC12540 Broadwell Road, Suite 2201 · Milton, GA 30004 · (770) 284-5684 · Financial planningCRD 328351 · % of assets, Hourly charges, Fixed fees · $20.9 million AUMState registeredNo commissions reported Westhollow Wealth Management13680 Sr-9, Ste G600 · Milton, GA 30004 · (770) 585-0260 · Financial planningCRD 332854 · % of assets, Fixed fees · $35.6 million AUMState registeredNo commissions reported