Fee-OnlyFinder

Flat / fixed fees in Savannah, GA

11 advisers in Savannah 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 11

Abacus Wealth Factors, LLC318 Paradise Dr. · Savannah, GA 31406 · (912) 429-0897 · Financial planningCRD 285839 · % of assets, Hourly charges, Fixed fees · $2.9 million AUMState registeredNo commissions reportedAbles, Iannone, Moore & Associates, INC.419 Montgomery Street · Savannah, GA 31401 · (912) 777-4128 · Hourly feesCRD 126942 · % of assets, Hourly charges, Fixed fees · $258.7 million AUMSEC registeredNo commissions reportedAlpha Financial Management, INC.7505 Waters Avenue, Suite E-1 · Savannah, GA 31406 · (912) 353-9343 · Financial planningCRD 125800 · % of assets, Hourly charges, Fixed fees · $109.4 million AUMSEC registeredNo commissions reportedBull Street Advisors500 Commercial Court, Suite 4 · Savannah, GA 31406 · (912) 441-5185 · Financial planningCRD 304058 · % of assets, Fixed fees · $271.9 million AUMSEC registeredNo commissions reportedFirst City Capital Management INC136 Habersham St · Savannah, GA 31401 · (912) 233-5492 · Flat / fixed feesCRD 104780 · % of assets, Fixed fees · $423.7 million AUMSEC registeredNo commissions reportedLegacybridge Wealth Management, LLC7393 Hodgson Memorial Dr, Suite 202 · Savannah, GA 31406 · (912) 600-2022 · Financial planningCRD 332997 · % of assets, Hourly charges, Fixed fees · $3.5 million AUMState registeredNo commissions reportedRl Wright & Associates, LLC325 Eisenhower Drive, Unit B · Savannah, GA 31406 · (912) 205-6990 · Financial planningCRD 171032 · % of assets, Fixed fees · $5.2 million AUMState registeredNo commissions reportedSound View Wealth Advisors Group, LLC1 Skidaway Village Walk, Suite 201 · Savannah, GA 31411 · (912) 239-4630 · Financial planningCRD 300927 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedThe Fiduciary Group310 Commercial Drive · Savannah, GA 31406 · (912) 303-9000 · Financial planningCRD 221530 · % of assets, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedTrimaran Capital200 Bluefin Circle, Suite 4 · Savannah, GA 31410 · (912) 344-4824 · Financial planningCRD 169022 · % of assets, Fixed fees · $71.9 million AUMState registeredNo commissions reportedWassaw Sound Management, LLC15 Lake Street, Suite 260 · Savannah, GA 31411 · (404) 831-5109 · Financial planningCRD 299164 · % of assets, Fixed fees · $122.7 million AUMSEC registeredNo commissions reported