Fee-OnlyFinder

Flat / fixed fees in Norwell, MA

5 advisers in Norwell 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

Diversified Financial Management80 Washington Street, Building E-13 · Norwell, MA 02061 · (781) 792-0440 · Financial planningCRD 171813 · % of assets, Hourly charges, Fixed fees · $338.8 million AUMSEC registeredNo commissions reportedGlobal Vision Advisors101 Longwater Circle, Unit 103 · Norwell, MA 02061 · (781) 740-8883 · Financial planningCRD 145200 · Hourly charges, Fixed feesState registeredNo commissions reportedGorman Financial Management163 Washington St, Ste 1 · Norwell, MA 02061 · (781) 987-1741 · Financial planningCRD 128727 · Hourly charges, Fixed feesState registeredNo commissions reportedSouth Shore Investment Services LLC52 Accord Park Drive, 2nd Floor · Norwell, MA 02061 · (781) 887-8978 · Financial planningCRD 311450 · % of assets, Fixed fees, Other · $117.9 million AUMSEC registeredNo commissions reportedVincent Wealth Advisors LLC101 Longwater Circle, Suite 101 · Norwell, MA 02061 · (781) 556-8623 · Financial planningCRD 332759 · % of assets, Fixed fees · $152.9 million AUMSEC registeredNo commissions reported