Fee-OnlyFinder

Flat / fixed fees in Mandeville, LA

4 advisers in Mandeville 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

Kropog Financial Group, LLC2895 Highway 190 Ste 205 · Mandeville, LA 70471 · (985) 727-6724 · Financial planningCRD 282747 · % of assets, Hourly charges, Fixed fees · $160.5 million AUMSEC registeredNo commissions reportedOrleans Capital Management Corp830 West Causeway Approach, Suite 1200 · Mandeville, LA 70471 · (504) 592-4680 · Flat / fixed feesCRD 111359 · % of assets, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reportedSpinosa Wealth Management Group4565 Lasalle Street, Suite 201 · Mandeville, LA 70471 · (985) 674-6722 · Financial planningCRD 170903 · % of assets, Hourly charges, Fixed fees · $191.4 million AUMSEC registeredNo commissions reportedToce Financial Group LLC1830 Monroe St · Mandeville, LA 70448 · (985) 276-2018 · Financial planningCRD 297965 · % of assets, Fixed fees · $19.2 million AUMState registeredNo commissions reported