Fee-OnlyFinder

Flat / fixed fees in Medfield, MA

3 advisers in Medfield 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

Ashwood Advisors5 North Meadows Road · Medfield, MA 02052 · (508) 359-9442 · Financial planningCRD 128811 · % of assets, Hourly charges, Fixed fees · $126.9 million AUMSEC registeredNo commissions reportedBluebird Wealth Management LLC266 Main Street, Suite 19b · Medfield, MA 02052 · (508) 359-4349 · Financial planningCRD 293420 · % of assets, Hourly charges, Fixed fees · $154.0 million AUMSEC registeredNo commissions reportedWolfstich Capital, LLC445 Main Street, Suite 303 · Medfield, MA 02052 · (781) 475-6157 · Financial planningCRD 146026 · % of assets, Hourly charges, Fixed fees · $162.1 million AUMSEC registeredNo commissions reported