Fee-OnlyFinder

Flat / fixed fees in Schaumburg, IL

9 advisers in Schaumburg 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 9

Asbury Research LLC1901 N. Roselle Road, Suite 800 · Schaumburg, IL 60195 · (888) 960-0005 · Flat / fixed feesCRD 322202 · % of assets, Subscription fees · $38.2 million AUMState registeredNo commissions reportedCetera Investment Advisers LLC1450 American Lane, 6th Floor, Suite 650 · Schaumburg, IL 60173 · (310) 257-7880 · Financial planningCRD 105644 · % of assets, Hourly charges, Fixed fees · $256.8 billion AUMSEC registeredNo commissions reportedCl Wealth Management LLC425 N. Martingale Rd., Suite 1220 · Schaumburg, IL 60173 · (212) 388-6200 · Financial planningCRD 134922 · % of assets, Hourly charges, Fixed fees · $733.6 million AUMSEC registeredNo commissions reportedInsight Financial Group, INC.1901 North Roselle Road, Suite 800 · Schaumburg, IL 60195 · (847) 592-7052 · Financial planningCRD 127054 · Fixed fees · $94.0 million AUMState registeredNo commissions reportedLifepoint Planning1821 Walden Office Square, Suite 400 · Schaumburg, IL 60173 · (844) 505-3618 · Financial planningCRD 296911 · % of assets, Hourly charges, Fixed fees · $168.5 million AUMSEC registeredNo commissions reportedMonere Wealth Management, INC.20 N. Martingale Road, Suite 450 · Schaumburg, IL 60173 · (312) 585-3850 · Financial planningCRD 173076 · % of assets, Hourly charges, Fixed fees · $312.0 million AUMSEC registeredNo commissions reportedNavarro Asset Management, LLC1900 E. Golf Road, Suite 950 · Schaumburg, IL 60173 · (224) 517-1419 · Hourly feesCRD 318323 · % of assets, Hourly charges, Fixed fees · $94,815 AUMState registeredNo commissions reportedNorthwood Wealth Management, LLC1005 W. Wise Road, Suite 200 · Schaumburg, IL 60193 · (630) 335-3792 · Financial planningCRD 330088 · % of assets, Hourly charges, Fixed fees · $16.2 million AUMState registeredNo commissions reportedWorld Equity Group, INC.425 N Martingale Rd, Suite 1220 · Schaumburg, IL 60173 · (847) 342-1700 · Financial planningCRD 29087 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reported