Fee-OnlyFinder

Flat / fixed fees in Northfield, IL

7 advisers in Northfield 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 7

Ardor Investment Management ConsultingOne Northfield Plaza, Suite 300 · Northfield, IL 60093 · (847) 441-3228 · Financial planningCRD 123206 · % of assets, Hourly charges, Fixed fees · $1.9 million AUMState registeredNo commissions reportedEngage Wealth Group, LLC211 Waukegan Road, Suite 300. · Northfield, IL 60093 · (847) 794-5000 · Financial planningCRD 307915 · % of assets, Hourly charges, Fixed fees · $119.5 million AUMSEC registeredNo commissions reportedKenney Investments INCOne Northfield Plaza, Ste 505 · Northfield, IL 60093 · (847) 441-2642 · Flat / fixed feesCRD 105665 · % of assets, Fixed fees · $328.5 million AUMSEC registeredNo commissions reportedKline Capital Management LLC540 W. Frontage Road Suite 3315 · Northfield, IL 60093 · (312) 263-6100 · Financial planningCRD 136825 · % of assets, Hourly charges, Fixed fees · $27.1 million AUMState registeredNo commissions reportedMarcus Capital, LLCOne Northfield Plaza, Suite 222 · Northfield, IL 60093 · (847) 313-4326 · Financial planningCRD 130516 · % of assets, Fixed fees · $129.2 million AUMSEC registeredNo commissions reportedMoller Wealth PartnersOne Northfield Plaza, Suite 200 · Northfield, IL 60093 · (847) 441-7575 · Financial planningCRD 110493 · % of assets, Fixed fees · $755.9 million AUMSEC registeredNo commissions reportedThe Planning Group465 Central Ave, Suite 201 · Northfield, IL 60093 · (847) 441-9400 · Financial planningCRD 298496 · % of assets, Hourly charges, Fixed fees · $291.5 million AUMSEC registeredNo commissions reported