Fee-OnlyFinder

Flat / fixed fees in Lombard, IL

3 advisers in Lombard 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 3

Athena Advisor Services, LLC1 E 22nd Street, Suite 405 · Lombard, IL 60148 · (847) 299-8877 · Financial planningCRD 150960 · % of assets, Hourly charges, Fixed fees · $84.1 million AUMState registeredNo commissions reportedForum Financial Management, LP1900 South Highland Avenue, Suite 100 · Lombard, IL 60148 · (630) 873-8520 · Financial planningCRD 145706 · % of assets, Fixed fees · $8.7 billion AUMSEC registeredNo commissions reportedInvestment Consulting Services, LLC1 E. 22nd Street, Suite L100 · Lombard, IL 60148 · (630) 928-1052 · Flat / fixed feesCRD 122064 · % of assets, Fixed feesSEC registeredNo commissions reported