Fee-OnlyFinder

Flat / fixed fees in Greenwood, IN

3 advisers in Greenwood 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

Bischoff Wealth Management Group, LLC107 North State Road 135, Suite 207 · Greenwood, IN 46142 · (317) 851-9718 · Financial planningCRD 171652 · % of assets, Fixed fees · $222.0 million AUMSEC registeredNo commissions reportedHelping Hand Financial, LLC3209 Smith Valley Road, Suite 123 · Greenwood, IN 46142 · (800) 561-0453 · Financial planningCRD 307692 · % of assets, Hourly charges, Fixed fees · $1.9 million AUMState registeredNo commissions reportedKoon Financial Planning & Consulting/kfp&c384 N Madison Ave Ste. 200 · Greenwood, IN 46142 · (317) 887-1714 · Financial planningCRD 126051 · % of assets, Hourly charges, Fixed fees · $146.9 million AUMSEC registeredNo commissions reported