Fee-OnlyFinder

Flat / fixed fees in Baton Rouge, LA

10 advisers in Baton Rouge 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 10

Abel Hall, LLC9270 Siegen Lane, Suite 202 · Baton Rouge, LA 70810 · (225) 408-4000 · Financial planningCRD 302076 · % of assets, Fixed fees · $819.1 million AUMSEC registeredNo commissions reportedBrian Low Financial Group, LLC4463 Bluebonnet Boulevard, Suite B · Baton Rouge, LA 70809 · (225) 292-4225 · Financial planningCRD 306346 · % of assets, Hourly charges, Fixed fees · $239.3 million AUMSEC registeredNo commissions reportedCapital South Wealth Management, LLC6513 Perkins Road, Suite 106 · Baton Rouge, LA 70808 · (225) 709-0703 · Financial planningCRD 304838 · % of assets, Fixed fees · $113.3 million AUMState registeredNo commissions reportedEvans Investment Advisors, L.L.C.6713 Perkins Road · Baton Rouge, LA 70808 · (225) 761-7870 · Financial planningCRD 147000 · % of assets, Hourly charges, Fixed fees · $390.7 million AUMSEC registeredNo commissions reportedGlobal Planning Stewards LLC8550 United Plaza Blvd, Ste 702 · Baton Rouge, LA 70809 · (225) 936-3263 · Financial planningCRD 286135 · % of assets, Fixed fees · $79.2 million AUMState registeredNo commissions reportedGraf Financial, L.L.C.2161 Quail Run Drive, Suite C · Baton Rouge, LA 70808 · (225) 223-6048 · Financial planningCRD 153441 · % of assets, Hourly charges, Fixed fees · $80.3 million AUMState registeredNo commissions reportedHibernia Wealth Partners, LLC6700 Jefferson Hwy., Building 4, Suite B · Baton Rouge, LA 70806 · (225) 778-7972 · Financial planningCRD 319509 · % of assets, Hourly charges, Fixed fees · $372.5 million AUMSEC registeredNo commissions reportedJcn Financial & Tax Advisory Group, LLC18212 E. Petroleum Drive, Building 3, Suite a · Baton Rouge, LA 70809 · (225) 755-0488 · Financial planningCRD 174358 · % of assets, Hourly charges, Fixed fees · $130.5 million AUMSEC registeredNo commissions reportedLegacy Wealth Concepts17461 Jefferson Hwy., Suite B · Baton Rouge, LA 70817 · (225) 766-9506 · Financial planningCRD 117422 · % of assets, Hourly charges, Fixed fees · $64.8 million AUMState registeredNo commissions reportedProgeny Wealth Management LLC4459 Bluebonnet Blvd, Building 1, Ste a · Baton Rouge, LA 70809 · (225) 465-1090 · Financial planningCRD 317458 · % of assets, Fixed fees · $18.9 million AUMState registeredNo commissions reported