Fee-OnlyFinder

Flat / fixed fees in Carmel, IN

19 advisers in Carmel 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 19

Archer Investment Corporation11711 N. College Ave, Suite 200 · Carmel, IN 46032 · (317) 581-5664 · Flat / fixed feesCRD 136403 · % of assets, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedCade Group, INC.10293 North Meridian Street, Suite 265 · Carmel, IN 46290 · (317) 848-7110 · Financial planningCRD 114970 · % of assets, Hourly charges, Fixed fees · $93.0 million AUMState registeredNo commissions reportedCatalyze Wealth Management550 Congressional Blvd., Suite 350 · Carmel, IN 46032 · (317) 537-7526 · Financial planningCRD 300078 · % of assets, Fixed fees · $43.4 million AUMState registeredNo commissions reportedCircle City Wealth Management LLC600 East Carmel Drive · Carmel, IN 46032 · (317) 734-0375 · Financial planningCRD 291604 · Fixed fees, Other · $95.7 million AUMState registeredNo commissions reportedFortitude Private Wealth1980 E 116th St, Suite 350 · Carmel, IN 46032 · (317) 819-8550 · Financial planningCRD 290074 · % of assets, Hourly charges, Fixed fees · $126.5 million AUMSEC registeredNo commissions reportedFour Quadrant Wealth Advisors, INC.11939 N Meridian St, Ste 225 · Carmel, IN 46032 · (877) 441-5144 · Financial planningCRD 130753 · % of assets, Fixed fees · $219.0 million AUMSEC registeredNo commissions reportedGoelzer Investment Management10 East Main Street, Suite 110 · Carmel, IN 46032 · (317) 264-2600 · Financial planningCRD 44402 · % of assets, Fixed fees · $4.5 billion AUMSEC registeredNo commissions reportedGreenleaf Financial Group13295 Illinois St, Suite 322 · Carmel, IN 46032 · (317) 993-3384 · Flat / fixed feesCRD 137933 · % of assets, Fixed fees · $175.2 million AUMSEC registeredNo commissions reportedHalter Ferguson Financial INC13080 Grand Blvd., Suite 130 · Carmel, IN 46032 · (317) 875-0202 · Financial planningCRD 109563 · % of assets, Hourly charges, Fixed fees · $705.0 million AUMSEC registeredNo commissions reportedIndie Asset Partners, LLC10 East Main Street, Suite 220 · Carmel, IN 46032 · (317) 428-6600 · Financial planningCRD 154503 · % of assets, Fixed fees, Performance-based fees · $685.2 million AUMSEC registeredNo commissions reported
Lewis Wealth Management, LLC1905 S. New Market Street, Suite #156 · Carmel, IN 46032 · (317) 503-3680 · Financial planningCRD 289065 · % of assets, Fixed fees, Other · $42.3 million AUMState registeredNo commissions reportedMj Retirement571 Monon Blvd, Suite 400 · Carmel, IN 46032 · (317) 805-7500 · Financial planningCRD 164328 · % of assets, Hourly charges, Fixed fees · $5.5 billion AUMSEC registeredNo commissions reportedOxford Financial Group, LTD11711 North Meridian Street, Suite 600 · Carmel, IN 46032 · (317) 843-5678 · Financial planningCRD 105303 · % of assets, Fixed fees · $23.3 billion AUMSEC registeredNo commissions reportedPark + Elm Investment Advisers571 Monon Blvd., Suite 200 · Carmel, IN 46032 · (855) 727-5356 · Financial planningCRD 146233 · % of assets, Hourly charges, Fixed fees · $88.2 million AUMState registeredNo commissions reportedShepherd Financial Investment Advisory LLC111 Congressional Blvd.,, Suite 100 · Carmel, IN 46032 · (317) 975-5033 · Financial planningCRD 288623 · % of assets, Fixed fees · $6.2 billion AUMSEC registeredNo commissions reportedThe Financial Resource Center9640 Commerce Drive, Suite 414 · Carmel, IN 46032 · (317) 871-8571 · Financial planningCRD 316747 · % of assets, Hourly charges, Fixed fees · $642.5 million AUMSEC registeredNo commissions reportedTrue Wealth Stewards160 W Carmel Dr, Ste 253 · Carmel, IN 46032 · (317) 567-9008 · Financial planningCRD 305312 · % of assets, Hourly charges, Fixed fees · $47.5 million AUMState registeredNo commissions reportedValeo Financial Advisors, LLC10 W. Carmel Dr Ste 400 · Carmel, IN 46032 · (317) 218-6000 · Financial planningCRD 127132 · % of assets, Fixed fees, Other · $13.0 billion AUMSEC registeredNo commissions reportedWinthrop Capital Management10201 N Illinois Street, Suite 450 · Carmel, IN 46290 · (317) 663-7500 · Financial planningCRD 145216 · % of assets, Hourly charges, Fixed fees · $4.0 billion AUMSEC registeredNo commissions reported