Fee-OnlyFinder

Flat / fixed fees in Frederick, MD

7 advisers in Frederick 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 7

Bestgate Wealth Advisors, LLC5100 Buckeystown Pike, Ste 290 · Frederick, MD 21704 · (301) 662-7220 · Financial planningCRD 301639 · % of assets, Fixed fees · $162.4 million AUMSEC registeredNo commissions reportedCadence Planning, LLC5205 Chairmans CT, Suite 204 · Frederick, MD 21703 · (301) 371-5104 · Financial planningCRD 319663 · % of assets, Fixed fees · $12.0 million AUMState registeredNo commissions reportedMonocacy Wealth Management, LLC9099 Ridgefield Drive, Suite 205 · Frederick, MD 21701 · (301) 694-9712 · Financial planningCRD 315979 · % of assets, Hourly charges, Fixed fees · $43.5 million AUMState registeredNo commissions reportedMoore Wealth50 Carroll Creek Way, Suite 335 · Frederick, MD 21701 · (301) 631-1207 · Financial planningCRD 323374 · % of assets, Fixed fees · $156.9 million AUMSEC registeredNo commissions reportedNorthpeak Financial, INC.50 Carroll Creek Way, Suite 220 · Frederick, MD 21701 · (240) 515-0113 · Financial planningCRD 142970 · % of assets, Hourly charges, Fixed fees · $66.8 million AUMState registeredNo commissions reportedTurning Point Financial153 W Patrick Street · Frederick, MD 21701 · (301) 846-9336 · Financial planningCRD 301282 · % of assets, Hourly charges, Fixed fees · $339.4 million AUMSEC registeredNo commissions reportedVeridian Capital Partners7101 Guilford Drive,, Suite 104 · Frederick, MD 21704 · (301) 228-9300 · Financial planningCRD 314290 · % of assets, Hourly charges, Fixed fees · $551.1 million AUMSEC registeredNo commissions reported