Fee-OnlyFinder

Flat / fixed fees in Waltham, MA

7 advisers in Waltham 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 7

Atlantic Planning Group, LLC201 Jones Road, Suite 620 · Waltham, MA 02451 · (781) 894-7000 · Financial planningCRD 133178 · Hourly charges, Fixed feesState registeredNo commissions reportedBallentine Partners230 3rd Avenue, Suite 6 · Waltham, MA 02451 · (781) 314-1300 · Financial planningCRD 152802 · % of assets, Hourly charges, Fixed fees · $15.3 billion AUMSEC registeredNo commissions reportedExcalibur Management CorpBay Colony Corporate Center, 950 Winter Street North, Suite 4100 · Waltham, MA 02451 · (617) 916-9669 · Financial planningCRD 110836 · % of assets, Fixed fees · $712.1 million AUMSEC registeredNo commissions reportedFoster Dykema Cabot & Partners, LLC1075 Main Street Suite 200 · Waltham, MA 02451 · (617) 423-3900 · Financial planningCRD 300282 · % of assets, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedIntegrated Wealth Concepts LLC200 5th Avenue, 4th Floor · Waltham, MA 02451 · (781) 890-3045 · Financial planningCRD 284656 · % of assets, Hourly charges, Fixed fees · $23.6 billion AUMSEC registeredNo commissions reportedMontis Financial, LLC230 Third Avenue, Floor 5 · Waltham, MA 02451 · (781) 541-5057 · Financial planningCRD 163986 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedSavvi Financial LLC465 Waverley Oaks Rd, Ste 315 · Waltham, MA 02452 · (781) 583-7011 · Financial planningCRD 169196 · % of assets, Fixed fees · $44.7 million AUMSEC registeredNo commissions reported