Flat / fixed fees in Evanston, IL

4 advisers in Evanston 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

Bondurant Investment Advisory, LLC805 Greenwood St Suite #1 · Evanston, IL 60201 · (847) 602-6404 · Financial planningCRD 297290 · % of assets, Fixed fees, Other · $111.1 million AUMSEC registeredNo commissions reported Grosse Point Capital Management909 Davis St., Suite 500 · Evanston, IL 60201 · (847) 550-7100 · Financial planningCRD 310057 · % of assets, Fixed fees · $1.5 million AUMState registeredNo commissions reported Romano Wealth Management1560 Sherman Avenue, Ste 1300 · Evanston, IL 60201 · (847) 866-7700 · Financial planningCRD 3215 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reported Zimmerman Wealth Management, LLC500 Davis Street, Suite 1005 · Evanston, IL 60201 · (847) 556-3200 · Financial planningCRD 127526 · % of assets, Fixed fees · $472.4 million AUMSEC registeredNo commissions reported