Fee-OnlyFinder

Flat / fixed fees in Braintree, MA

12 advisers in Braintree 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 12

Compass Capital Corporation50 Braintree Hill Office Park, Suite 105 · Braintree, MA 02184 · (781) 535-6083 · Financial planningCRD 112323 · % of assets, Hourly charges, Fixed fees · $695.5 million AUMSEC registeredNo commissions reportedDreamfield Planning Group, LLC140 Wood Road, Suite 400e · Braintree, MA 02184 · (617) 313-7545 · Financial planningCRD 316550 · % of assets, Hourly charges, Fixed fees · $9.7 million AUMState registeredNo commissions reportedGenesis Wealth Advisors, LLC400 Washington Street, Suite 308 · Braintree, MA 02184 · (781) 344-1023 · Financial planningCRD 158388 · % of assets, Hourly charges, Fixed fees · $200.1 million AUMSEC registeredNo commissions reportedKelly Financial Services LLC10 Forbes Road, Ste 130 · Braintree, MA 02184 · (781) 849-3090 · Financial planningCRD 291996 · % of assets, Hourly charges, Fixed fees · $623.6 million AUMSEC registeredNo commissions reportedLittle House Capital, LLC35 Braintree Hill Park, #100 · Braintree, MA 02184 · (617) 545-5600 · Financial planningCRD 290070 · % of assets, Hourly charges, Fixed fees · $675.2 million AUMSEC registeredNo commissions reportedMsa Financial25 Braintree Hill Office Park, Suite 303 · Braintree, MA 02184 · (781) 843-3500 · Financial planningCRD 107768 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedNajarian Financial LLC420 Washington Street, Suite 401 · Braintree, MA 02184 · (617) 680-8169 · Financial planningCRD 306339 · % of assets, Hourly charges, Fixed fees · $48.4 million AUMState registeredNo commissions reportedNapier Financial30 Braintree Hill Office Park, Suite 201 · Braintree, MA 02184 · (781) 884-2300 · Financial planningCRD 336725 · % of assets, Hourly charges, Fixed fees · $587.9 million AUMSEC registeredNo commissions reportedPallas Capital Advisors, LLC45 Braintree Hill Office Park, Suite 201 · Braintree, MA 02184 · (781) 971-5052 · Financial planningCRD 310327 · % of assets, Hourly charges, Fixed fees · $4.3 billion AUMSEC registeredNo commissions reportedPeddock Capital Advisors, LLC50 Braintree Hill Office Park, Suite 207 · Braintree, MA 02184 · (781) 848-0288 · Financial planningCRD 148216 · % of assets, Hourly charges, Fixed fees · $836.2 million AUMSEC registeredNo commissions reported
Rise North Capital Investment Advisors25 Braintree Hill Office Park · Braintree, MA 02184 · (781) 519-6969 · Financial planningCRD 336740 · % of assets, Fixed fees · $50.6 million AUMSEC registeredNo commissions reportedTga Capital Management25 Braintree Hill Office Park · Braintree, MA 02184 · (508) 224-9646 · Financial planningCRD 131629 · % of assets, Hourly charges, Fixed fees · $32.6 million AUMState registeredNo commissions reported