Fee-OnlyFinder

Flat / fixed fees in Lisle, IL

5 advisers in Lisle 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 5

Asset Strategies, INC4722 Main St. · Lisle, IL 60532 · (630) 241-1122 · Financial planningCRD 104512 · % of assets, Hourly charges, Fixed fees · $59.7 million AUMState registeredNo commissions reportedGuardian Rock Wealth Investment Management, INC.3333 Warrenville Road, Suite 200 · Lisle, IL 60532 · (312) 372-5000 · Financial planningCRD 120529 · % of assets, Fixed fees · $47.0 million AUMState registeredNo commissions reportedMomentum Fintech LLC1945 Pleasant Hill Ln · Lisle, IL 60532 · (331) 214-3079 · Financial planningCRD 292276 · % of assets, Fixed fees · $7.3 million AUMState registeredNo commissions reportedSebold Capital Management, INC2443 Warrenville Road, Suite 150 · Lisle, IL 60532 · (630) 548-9700 · Financial planningCRD 122941 · % of assets, Hourly charges, Fixed fees · $364.3 million AUMSEC registeredNo commissions reportedVantage Point Financial, LLC2443 Warrenville Road, Suite 630 · Lisle, IL 60532 · (331) 204-6212 · Financial planningCRD 305016 · % of assets, Hourly charges, Fixed fees · $484.6 million AUMSEC registeredNo commissions reported