Flat / fixed fees in Westborough, MA

4 advisers in Westborough 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 4

Aaf Wealth Management, LLC50 Washington Street · Westborough, MA 01581 · (508) 366-9100 · Financial planningCRD 164646 · % of assets, Hourly charges, Fixed fees · $727.6 million AUMSEC registeredNo commissions reported Cadence Wealth Management LLC1800 West Park Drive, Suite 330 · Westborough, MA 01581 · (508) 898-0400 · Financial planningCRD 155080 · % of assets, Fixed fees · $448.0 million AUMSEC registeredNo commissions reported Finivi INC.1400 Computer Drive · Westborough, MA 01581 · (508) 870-0440 · Financial planningCRD 292329 · % of assets, Hourly charges, Fixed fees · $308.4 million AUMSEC registeredNo commissions reported Girard Capital Management1900 Park West Drive, Suite 280 · Westborough, MA 01581 · (508) 320-7646 · Financial planningCRD 333846 · % of assets, Fixed fees · $1.2 million AUMState registeredNo commissions reported