Flat / fixed fees in Roswell, GA

4 advisers in Roswell 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

Asset Guidance Group, LLC1875 Old Alabama Road, Suite 645 · Roswell, GA 30076 · (404) 348-4120 · Financial planningCRD 291448 · % of assets, Hourly charges, Subscription fees · $17.0 million AUMState registeredNo commissions reported Cedar Valley Capital LLC875 Old Roswell Rd Suite G100 · Roswell, GA 30076 · (404) 905-5204 · Financial planningCRD 306303 · % of assets, Hourly charges, Fixed fees · $45.3 million AUMState registeredNo commissions reported Journey Beyond Wealth300 Colonial Center Parkway, Suite 100 · Roswell, GA 30076 · (678) 331-7900 · Financial planningCRD 290367 · % of assets, Fixed fees · $250.3 million AUMSEC registeredNo commissions reported Park Square Financial Group LLC55 Park Square, Ste 103 · Roswell, GA 30075 · (770) 641-1401 · Financial planningCRD 332268 · % of assets, Hourly charges, Fixed fees · $218.6 million AUMSEC registeredNo commissions reported