Fee-OnlyFinder

Flat / fixed fees in Beverly, MA

7 advisers in Beverly 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 7

Bluedoor Private Wealth, LLC50 Dunham Ridge, Suite 1250 · Beverly, MA 01915 · (781) 810-4604 · Financial planningCRD 301907 · % of assets, Hourly charges, Fixed fees · $337.3 million AUMSEC registeredNo commissions reportedCabot Wealth Management48 Dunham Ridge Rd, Suite 2000 · Beverly, MA 01915 · (978) 745-9233 · Financial planningCRD 107327 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedEasterly Investment Partners LLC138 Conant Street, Suite 100 · Beverly, MA 01915 · (617) 231-4300 · Flat / fixed feesCRD 299607 · % of assets, Fixed fees, Performance-based fees · $2.8 billion AUMSEC registeredNo commissions reportedFamily Fiduciary Services, INC.900 Cummings Center, Suite 212-U · Beverly, MA 01915 · (978) 922-0050 · Financial planningCRD 146339 · % of assets, Fixed fees · $254.2 million AUMSEC registeredNo commissions reportedIpswich Investment Management Company, INC138 Conant Street, Suite 201 · Beverly, MA 01915 · (978) 356-6333 · Flat / fixed feesCRD 106625 · % of assets, Fixed fees · $730.2 million AUMSEC registeredNo commissions reportedPark State Asset Management LLC50 Dunham Ridge, Suite 3100 · Beverly, MA 01915 · (978) 529-2395 · Financial planningCRD 336573 · % of assets, Fixed fees, Performance-based fees · $192.4 million AUMSEC registeredNo commissions reportedUS Advisory Group152 Conant St., Suite 201 · Beverly, MA 01915 · (781) 246-0222 · Financial planningCRD 109291 · % of assets, Fixed fees · $65.8 million AUMState registeredNo commissions reported