Fee-OnlyFinder

Flat / fixed fees in Newton, MA

5 advisers in Newton 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

Insight Financial Strategists29 Crafts Street, Suite 420 · Newton, MA 02458 · (781) 489-3994 · Financial planningCRD 165125 · % of assets, Hourly charges, Subscription fees · $27.8 million AUMState registeredNo commissions reportedParagon Financial Advisors831 Beacon St, Suite 320 · Newton, MA 02459 · (617) 641-2446 · Financial planningCRD 133856 · Hourly charges, Fixed fees · $113.0 million AUMState registeredNo commissions reportedProficio Capital Partners LLC300 Washington Street Ste 951, One Gateway Center · Newton, MA 02458 · (617) 340-8425 · Flat / fixed feesCRD 269931 · % of assets, Fixed fees, Performance-based fees · $8.2 billion AUMSEC registeredNo commissions reportedRenaissance Wealth Advisors, LLC275 Grove Street, Suite 2-400 · Newton, MA 02466 · (617) 663-5595 · Financial planningCRD 300007 · % of assets, Fixed fees · $109.9 million AUMSEC registeredNo commissions reportedRidley Cove Financial Advisors LLC275 Grove Street, Suite 2-400 · Newton, MA 02466 · (617) 791-3811 · Financial planningCRD 236787 · % of assets, Fixed fees · $41.2 million AUMState registeredNo commissions reported