Flat / fixed fees in Lexington, MA

4 advisers in Lexington 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 4

Innovative Advisory Group394 Lowell Street, Suite 8 · Lexington, MA 02420 · (781) 577-2782 · Financial planningCRD 146618 · % of assets, Hourly charges, Fixed fees · $194.0 million AUMSEC registeredNo commissions reported Ouellette Wealth Advisory LLC35 Bedford St, Suite 16 · Lexington, MA 02420 · (781) 861-0766 · Financial planningCRD 289242 · % of assets, Hourly charges, Fixed fees · $274.4 million AUMSEC registeredNo commissions reported Street Smart Financial, LLC21 Worthen Rd, Suite 1-2b · Lexington, MA 02421 · (781) 860-7878 · Financial planningCRD 146422 · % of assets, Hourly charges, Fixed fees · $58.0 million AUMState registeredNo commissions reported Wingate Wealth Advisors, INC.450 Bedford Street · Lexington, MA 02420 · (781) 862-7100 · Financial planningCRD 105012 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reported