Flat / fixed fees in Woburn, MA

3 advisers in Woburn 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

Alta Wealth Advisors LLC300 Tradecenter, Suite 5700 · Woburn, MA 01801 · (781) 404-6909 · Financial planningCRD 293675 · % of assets, Hourly charges, Fixed fees · $664.6 million AUMSEC registeredNo commissions reported Flagship Private Wealth400 Trade Center - Suite 4990 · Woburn, MA 01801 · (781) 756-0090 · Financial planningCRD 175277 · % of assets, Fixed fees · $447.2 million AUMSEC registeredNo commissions reported Heritage Wealth Management100 Trade Center Drive, Suite G-700 · Woburn, MA 01801 · (800) 620-9330 · Hourly feesCRD 159158 · % of assets, Hourly charges, Fixed fees · $153.2 million AUMSEC registeredNo commissions reported