Flat / fixed fees in Bloomington, IN

4 advisers in Bloomington 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

Above & Beyond Investments, LLC5015 W State Road 46, Suite J · Bloomington, IN 47404 · (812) 334-4000 · Financial planningCRD 227786 · % of assets, Hourly charges, Fixed fees · $13.2 million AUMState registeredNo commissions reported Hurlow Wealth Management Group, INC.3925 Hagan St., Suite 300 · Bloomington, IN 47401 · (812) 333-4726 · Financial planningCRD 282587 · % of assets, Hourly charges, Fixed fees · $794.4 million AUMSEC registeredNo commissions reported Laughlin Financial LLC4151 E. 3rd St · Bloomington, IN 47401 · (812) 552-2113 · Financial planningCRD 165105 · % of assets, Hourly charges, Fixed fees · $200.2 million AUMSEC registeredNo commissions reported Wellington Investment Advisors121 E. 6th Street, Suite 2 · Bloomington, IN 47408 · (812) 333-0874 · Financial planningCRD 283853 · % of assets, Fixed fees · $261.4 million AUMSEC registeredNo commissions reported