Fee-OnlyFinder

Flat / fixed fees in Chevy Chase, MD

6 advisers in Chevy Chase 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

Intervest LTD2 Wisconsin Circle, Suite 910 · Chevy Chase, MD 20815 · (301) 951-4455 · Financial planningCRD 104614 · % of assets, Hourly charges, Fixed fees · $247.0 million AUMSEC registeredNo commissions reportedIthaka Financial Planning, LLC5425 Wisconsin Ave, Suite 600 · Chevy Chase, MD 20815 · (301) 968-2381 · Financial planningCRD 153244 · % of assets, Hourly charges, Fixed fees · $92.2 million AUMState registeredNo commissions reportedPersonal Financial Partners5425 Wisconsin Ave, Suite 600 · Chevy Chase, MD 20815 · (202) 910-6240 · Financial planningCRD 331381 · % of assets, Fixed fees · $21.2 million AUMState registeredNo commissions reportedTritonpoint Capital, LLC5404 Wisconsin Avenue, Suite 330 · Chevy Chase, MD 20815 · (301) 799-9001 · Flat / fixed feesCRD 336417 · % of assets, Fixed fees, Performance-based fees · $250.2 million AUMSEC registeredNo commissions reportedTritonpoint Partners, LLC5404 Wisconsin Ave, Ste. 330 · Chevy Chase, MD 20815 · (301) 799-9001 · Financial planningCRD 333259 · % of assets, Hourly charges, Fixed fees · $286.5 million AUMSEC registeredNo commissions reportedTritonpoint Wealth, LLC5404 Wisconsin Ave, Ste. 330 · Chevy Chase, MD 20815 · (301) 799-9001 · Financial planningCRD 328398 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reported