Fee-OnlyFinder

Flat / fixed fees in Hunt Valley, MD

11 advisers in Hunt Valley 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 11

Asset Strategy Consultants LLCSix North Park Drive, Suite 208 · Hunt Valley, MD 21030 · (410) 528-8282 · Hourly feesCRD 110800 · % of assets, Hourly charges, Fixed fees · $5.2 billion AUMSEC registeredNo commissions reportedBay Harbor Wealth Management, LLC201 International Circle, Suite 520 · Hunt Valley, MD 21030 · (410) 403-2060 · Financial planningCRD 294000 · % of assets, Hourly charges, Fixed fees · $412.0 million AUMSEC registeredNo commissions reportedCornerstone Advisory211 Old Padonia Road · Hunt Valley, MD 21030 · (410) 468-1693 · Financial planningCRD 142359 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedFinancial Consulate11019 McCormick Road, Suite 200 · Hunt Valley, MD 21031 · (410) 823-7283 · Financial planningCRD 106898 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedHarvest Investment Consultants LLC4 North Park Drive, Ste 510 · Hunt Valley, MD 21030 · (410) 561-9040 · Financial planningCRD 110258 · % of assets, Hourly charges, Fixed fees · $549.0 million AUMSEC registeredNo commissions reportedOpulentia, LLC11350 McCormick Road Executive Plaza 1, Ste. 301 · Hunt Valley, MD 21031 · (410) 740-6844 · Financial planningCRD 314197 · % of assets, Hourly charges, Fixed fees · $46.1 million AUMState registeredNo commissions reportedPerspective Wealth Management307 International Circle, Suite 540 · Hunt Valley, MD 21030 · (410) 584-8100 · Financial planningCRD 104619 · % of assets, Fixed fees · $595.0 million AUMSEC registeredNo commissions reportedThe Marshall Financial Group LLC225 Schilling Circle, Suite 295 · Hunt Valley, MD 21031 · (410) 563-1190 · Flat / fixed feesCRD 146362 · % of assets, Subscription fees · $735.6 million AUMSEC registeredNo commissions reportedTufton Capital Management, LLC303 International Circle, Suite 430 · Hunt Valley, MD 21030 · (410) 400-8500 · Hourly feesCRD 113543 · % of assets, Hourly charges, Fixed fees · $463.8 million AUMSEC registeredNo commissions reportedVerdence Capital Advisors, LLC50 Schilling Road, Suite 300 · Hunt Valley, MD 21031 · (410) 472-5380 · Financial planningCRD 288512 · % of assets, Hourly charges, Fixed fees · $4.6 billion AUMSEC registeredNo commissions reportedVsm Wealth Advisory, LLC11350 McCormick Road, Executive Plaza I, Suite 300 · Hunt Valley, MD 21031 · (410) 825-8844 · Hourly feesCRD 313717 · % of assets, Hourly charges, Fixed fees · $677.5 million AUMSEC registeredNo commissions reported