Fee-OnlyFinder

Flat / fixed fees in Columbia, MD

5 advisers in Columbia 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 5

Glr Partners8820 Columbia 100 Parkway, Suite 230 · Columbia, MD 21045 · (410) 446-9094 · Financial planningCRD 334902 · % of assets, Fixed fees · $260.7 million AUMSEC registeredNo commissions reportedPrimas Financial Planning10490 Little Patuxent Pkwy, Suite 600 · Columbia, MD 21044 · (443) 842-6933 · Financial planningCRD 322841 · Hourly charges, Fixed feesState registeredNo commissions reportedTribridge Partners Financial LLC6721 Columbia Gateway Drive, Suite 100 · Columbia, MD 21046 · (240) 422-8799 · Financial planningCRD 326489 · % of assets, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedWealthy & Wise Family Office10320 Little Patuxent Pkwy., Suite 930 · Columbia, MD 21044 · (410) 469-9532 · Financial planningCRD 120278 · % of assets, Hourly charges, Fixed fees · $63.1 million AUMState registeredNo commissions reportedWilliams Asset Management8850 Columbia 100 Parkway, Suite 204 · Columbia, MD 21045 · (410) 740-0220 · Financial planningCRD 338196 · % of assets, Fixed fees · $661.1 million AUMSEC registeredNo commissions reported