Fee-OnlyFinder

Flat / fixed fees in Cambridge, MA

3 advisers in Cambridge 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 3

Cip Capital Management, LLC799 Cambridge Street · Cambridge, MA 02141 · (617) 354-0866 · Financial planningCRD 321225 · % of assets, Fixed fees · $2.6 million AUMState registeredNo commissions reportedGc Wealth Management Ria, LLC20 University Road, 4th Floor · Cambridge, MA 02138 · (617) 234-7000 · Financial planningCRD 327269 · % of assets, Fixed fees · $5.8 billion AUMSEC registeredNo commissions reportedKendall Wealth LLC10 Rogers Street, Suite 118 · Cambridge, MA 02142 · (617) 945-2371 · Financial planningCRD 113901 · % of assets, Hourly charges, Fixed fees · $62.0 million AUMState registeredNo commissions reported