Fee-OnlyFinder

Flat / fixed fees in Wellesley, MA

6 advisers in Wellesley 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 6

Argonautica Private Wealth Management, INC57 River Street, Suite 202 · Wellesley, MA 02481 · (781) 591-0200 · Financial planningCRD 316736 · % of assets, Fixed fees · $532.9 million AUMSEC registeredNo commissions reportedHanover Strategic Management, LLCOne Hollis Street, Suite 208 · Wellesley, MA 02482 · (781) 489-3668 · Flat / fixed feesCRD 139908 · % of assets, Fixed fees · $120.5 million AUMState registeredNo commissions reportedKastel Capital Advisors, LLC40 Grove Street, Suite 190 · Wellesley, MA 02482 · (888) 622-2285 · Financial planningCRD 226520 · % of assets, Hourly charges, Fixed fees · $193.3 million AUMSEC registeredNo commissions reportedNew England Private Wealth Advisors, LLC36 Washington Street, Suite 280 · Wellesley, MA 02481 · (781) 416-1700 · Financial planningCRD 133790 · % of assets, Fixed fees · $5.1 billion AUMSEC registeredNo commissions reportedStrategic Planning Group, INC.57 River Street, #306 · Wellesley, MA 02481 · (781) 444-9010 · Financial planningCRD 124855 · % of assets, Fixed fees · $218.6 million AUMSEC registeredNo commissions reportedWashington Trust Advisors20 William St, Suite 135 · Wellesley, MA 02481 · (781) 235-7055 · Financial planningCRD 110407 · % of assets, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reported