Fee-OnlyFinder

Flat / fixed fees in Burlington, MA

7 advisers in Burlington 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

Andante Financial1500 District Avenue · Burlington, MA 01803 · (617) 816-4422 · Financial planningCRD 318656 · % of assets, Fixed fees · $18.8 million AUMState registeredNo commissions reportedCornerstone Financial Management LLC10 Mall Road, Suite 301 · Burlington, MA 01803 · (800) 527-1238 · Financial planningCRD 140967 · % of assets, Fixed fees · $167.0 million AUMSEC registeredNo commissions reportedCurtin Financial Services, INC.35 Center Street · Burlington, MA 01803 · (781) 640-8425 · Financial planningCRD 133095 · Hourly charges, Fixed fees · $1.5 million AUMState registeredNo commissions reportedEshel Bot100 Summit Drive · Burlington, MA 01803 · (781) 518-8660 · Flat / fixed feesCRD 340187 · Subscription feesSEC registeredNo commissions reportedGreenway Financial Advisors LLC2 Burlington Woods Drive, Suite 100 · Burlington, MA 01803 · (339) 234-9098 · Financial planningCRD 168353 · % of assets, Hourly charges, Fixed fees · $107.1 million AUMState registeredNo commissions reportedNefpg69 Winn Street · Burlington, MA 01803 · (781) 272-2200 · Financial planningCRD 105254 · % of assets, Hourly charges, Fixed fees · $246.1 million AUMSEC registeredNo commissions reportedRpg Family Wealth Advisory, LLC25 Burlington Mall Road, Suite 404 · Burlington, MA 01803 · (888) 285-8600 · Financial planningCRD 158528 · % of assets, Hourly charges, Fixed fees · $700.7 million AUMSEC registeredNo commissions reported