Fee-OnlyFinder

Flat / fixed fees in Needham, MA

9 advisers in Needham 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 9

Andersonlane1329 Highland Avenue, Suite 2 · Needham, MA 02492 · (617) 517-4824 · Financial planningCRD 301225 · % of assets, Fixed fees · $50.9 million AUMState registeredNo commissions reportedArmstrong Advisory Group INC.144 Gould Street, Suite 210 · Needham, MA 02494 · (781) 433-0001 · Financial planningCRD 318662 · % of assets, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedBeaumont Financial Partners250 1st Avenue, Suite 101 · Needham, MA 02494 · (781) 400-2800 · Financial planningCRD 322925 · % of assets, Hourly charges, Fixed fees · $3.8 billion AUMSEC registeredNo commissions reportedBreakwater Financial, LLC117 Kendrick Street, Suite 300 · Needham, MA 02494 · (617) 849-8019 · Financial planningCRD 282401 · % of assets, Hourly charges, Fixed fees · $127.9 million AUMSEC registeredNo commissions reportedCommons Capital, LLC75 2nd Avenue, Suite 410 · Needham, MA 02494 · (617) 431-7200 · Financial planningCRD 165738 · % of assets, Fixed fees · $307.4 million AUMSEC registeredNo commissions reportedDarrow Wealth Management200 Reservoir Street, Suite 303 · Needham, MA 02494 · (978) 369-5144 · Financial planningCRD 105679 · % of assets, Fixed fees · $392.4 million AUMSEC registeredNo commissions reportedGoodman Advisory Group, LLC160 Gould St, Suite 102 · Needham, MA 02494 · (781) 559-0320 · Financial planningCRD 285637 · % of assets, Hourly charges, Fixed fees · $415.5 million AUMSEC registeredNo commissions reportedSw Private Wealth, LLC75 2nd Avenue, Suite 605 · Needham, MA 02494 · (617) 866-0998 · Financial planningCRD 289362 · % of assets, Hourly charges, Fixed fees · $40.2 million AUMState registeredNo commissions reportedTomasetti Investment Group, LLC75 Second Avenue, Suite 605 · Needham, MA 02494 · (617) 454-1200 · Financial planningCRD 136442 · % of assets, Hourly charges, Fixed fees · $60.6 million AUMState registeredNo commissions reported