Flat / fixed fees in Plymouth, MA

3 advisers in Plymouth 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

1620 Investment Advisors, INC.36 Cordage Park Circle, Suite 217 · Plymouth, MA 02360 · (508) 830-4778 · Financial planningCRD 119262 · % of assets, Hourly charges, Fixed fees · $241.6 million AUMSEC registeredNo commissions reported Financial Focus Asset Management,inc.59 Samoset St · Plymouth, MA 02360 · (781) 829-8626 · Hourly feesCRD 128847 · % of assets, Hourly charges, Fixed fees · $17.0 million AUMState registeredNo commissions reported Granite Wealth Management LLC32 Court Street, 2nd Floor · Plymouth, MA 02360 · (508) 746-4228 · Financial planningCRD 309868 · % of assets, Hourly charges, Fixed fees · $68.5 million AUMState registeredNo commissions reported