Fee-OnlyFinder

Flat / fixed fees in Oakbrook Terrace, IL

5 advisers in Oakbrook Terrace 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

Cypress Wealth Management18w140 Butterfield Road, Suite 1110 · Oakbrook Terrace, IL 60181 · (331) 307-7444 · Financial planningCRD 324524 · % of assets, Fixed fees · $282.7 million AUMSEC registeredNo commissions reportedHarvest Investment Services, LLC1 Transam Plaza Drive, Suite 230 · Oakbrook Terrace, IL 60181 · (630) 613-9230 · Financial planningCRD 159390 · % of assets, Hourly charges, Fixed fees · $758.4 million AUMSEC registeredNo commissions reportedParkview Asset Management, INC.One Parkview Plaza, Suite 117 · Oakbrook Terrace, IL 60181 · (708) 481-4000 · Financial planningCRD 307977 · % of assets, Hourly charges, Fixed fees · $206.1 million AUMSEC registeredNo commissions reportedSc Wealth Advisors2 Mid America Plaza, Suite 725 · Oakbrook Terrace, IL 60181 · (630) 735-2310 · Financial planningCRD 305201 · % of assets, Hourly charges, Fixed fees · $37.2 million AUMState registeredNo commissions reportedVeracity Wealth Management LLC17w220 22nd Street, Suite 445 · Oakbrook Terrace, IL 60181 · (630) 397-0630 · Financial planningCRD 290625 · % of assets, Hourly charges, Fixed fees · $48.8 million AUMState registeredNo commissions reported