Flat / fixed fees in Rockford, IL

4 advisers in Rockford 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 4

Bates Financial Advisors, INC.8437 Northern Ave · Rockford, IL 61107 · (815) 332-4020 · Financial planningCRD 116515 · % of assets, Fixed fees · $439.2 million AUMSEC registeredNo commissions reported Choreo, LLC6735 Vistagreen Way, Suite 110 · Rockford, IL 61107 · (888) 312-2467 · Financial planningCRD 111221 · % of assets, Hourly charges, Fixed fees · $19.1 billion AUMSEC registeredNo commissions reported Pathfinder Advisory, INC.6981 Redansa Dr · Rockford, IL 61108 · (815) 399-9806 · Financial planningCRD 122768 · % of assets, Hourly charges, Fixed fees · $121.4 million AUMSEC registeredNo commissions reported Savant Wealth Management190 Buckley Drive · Rockford, IL 61107 · (815) 227-0300 · Financial planningCRD 107271 · % of assets, Hourly charges, Fixed fees · $55.6 billion AUMSEC registeredNo commissions reported