Flat / fixed fees in Framingham, MA

5 advisers in Framingham 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 5

Canby Financial Advisors161 Worcester Road, Suite 408 · Framingham, MA 01701 · (508) 598-1082 · Financial planningCRD 338797 · % of assets, Hourly charges, Fixed fees · $729.4 million AUMSEC registeredNo commissions reported Epg Incorporated205 Newbury Street, Suite 403 · Framingham, MA 01701 · (781) 235-2666 · Flat / fixed feesCRD 106821 · % of assets, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reported Plandynamic, LLC945 Concord Street · Framingham, MA 01701 · (508) 834-7733 · Financial planningCRD 291154 · % of assets, Hourly charges, Fixed fees · $28.9 million AUMState registeredNo commissions reported Signal Ridge Capital Partners, LLC434 Old Connecticut Path, Suite 3a · Framingham, MA 01701 · (617) 607-3222 · Financial planningCRD 167576 · % of assets, Hourly charges, Fixed fees · $113.6 million AUMSEC registeredNo commissions reported Tsw Wealth Management205 Newbury Street, Suite 201 · Framingham, MA 01701 · (508) 655-9303 · Financial planningCRD 125209 · % of assets, Hourly charges, Fixed fees · $279.3 million AUMSEC registeredNo commissions reported