Flat / fixed fees in Worcester, MA

3 advisers in Worcester 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

Carr Financial Group20 Park Avenue, Ste #201 · Worcester, MA 01605 · (508) 795-0264 · Financial planningCRD 317321 · % of assets, Fixed fees · $744.2 million AUMSEC registeredNo commissions reported Cutler Capital Management306 Main St, 2nd Floor · Worcester, MA 01608 · (508) 757-4455 · Financial planningCRD 107463 · % of assets, Fixed fees, Performance-based fees · $430.8 million AUMSEC registeredNo commissions reported New Harbor Financial Group, LLC146 Main Street, Suite 302 · Worcester, MA 01608 · (978) 537-7701 · Financial planningCRD 155528 · % of assets, Hourly charges, Fixed fees · $820.9 million AUMSEC registeredNo commissions reported