Flat / fixed fees in Geneva, IL

4 advisers in Geneva 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

Leelyn Smith, LLC10 N. Third Street · Geneva, IL 60134 · (630) 232-8995 · Financial planningCRD 110517 · % of assets, Hourly charges, Fixed fees · $852.3 million AUMSEC registeredNo commissions reported Lenity Financial, INC.724 West State Street, Suite a · Geneva, IL 60134 · (630) 948-3330 · Financial planningCRD 283440 · % of assets, Fixed fees · $87.2 million AUMState registeredNo commissions reported Long Planning, LLC25 N River Ln, Suite 25455 · Geneva, IL 60134 · (847) 345-0880 · Financial planningCRD 323443 · % of assets, Hourly charges, Fixed fees · $18.2 million AUMState registeredNo commissions reported Rhodo Wealth Management LLC25 N River Ln · Geneva, IL 60134 · (630) 277-9420 · Financial planningCRD 331240 · % of assets, Fixed fees · $12.2 million AUMState registeredNo commissions reported