Fee-OnlyFinder

Flat / fixed fees in Palatine, IL

3 advisers in Palatine 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

Detterbeck Wealth Management110 N. Brockway, Suite 330 · Palatine, IL 60067 · (847) 934-6262 · Financial planningCRD 111594 · % of assets, Hourly charges, Fixed fees · $279.2 million AUMSEC registeredNo commissions reportedInvestment Resources Center728 East Northwest Highway, Suite 300 · Palatine, IL 60074 · (847) 701-0253 · Financial planningCRD 156996 · % of assets, Hourly charges, Fixed fees · $6.1 million AUMState registeredNo commissions reportedLocke Financial Services, INC.630 N North Court, Suite 108 · Palatine, IL 60067 · (847) 991-2705 · Financial planningCRD 117611 · % of assets, Fixed fees · $55.0 million AUMState registeredNo commissions reported