Fee-OnlyFinder

Flat / fixed fees in Bloomfield Hills, MI

17 advisers in Bloomfield Hills 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 17

Azimuth Capital Management200 East Long Lake Road, Suite 160 · Bloomfield Hills, MI 48304 · (248) 433-4000 · Financial planningCRD 319062 · % of assets, Fixed fees, Other · $4.0 billion AUMSEC registeredNo commissions reportedCirrus Capital LLC33 Bloomfield Hills Parkway, Suite 255 · Bloomfield Hills, MI 48304 · (248) 290-6222 · Hourly feesCRD 288297 · % of assets, Hourly charges, Fixed fees · $170.4 million AUMSEC registeredNo commissions reportedCore Financial Planning7 West Square Lake Road · Bloomfield Hills, MI 48302 · (248) 758-2304 · Financial planningCRD 149293 · Fixed feesState registeredNo commissions reportedCranbrook Wealth Management, LLC36330 Woodward Avenue, Suite 200 · Bloomfield Hills, MI 48304 · (248) 362-0900 · Financial planningCRD 132058 · % of assets, Fixed fees · $906.8 million AUMSEC registeredNo commissions reportedDeroy & Devereaux Private Investment Counsel, INC.40705 Woodward Avenue, Suite 150 · Bloomfield Hills, MI 48304 · (248) 358-3220 · Flat / fixed feesCRD 121560 · % of assets, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reportedEmde Wealth Management LLC7 West Square Lake Road · Bloomfield Hills, MI 48302 · (248) 821-3633 · Financial planningCRD 284690 · % of assets, Fixed fees · $45.0 million AUMState registeredNo commissions reportedForsythia Financial7457 Franklin Road, Suite 200 · Bloomfield Hills, MI 48301 · (248) 833-8333 · Financial planningCRD 328358 · % of assets, Hourly charges, Subscription fees · $527,419 AUMState registeredNo commissions reportedGainplan LLC800 W. Long Lake Road, Suite 100 · Bloomfield Hills, MI 48302 · (248) 385-3737 · Financial planningCRD 174427 · % of assets, Hourly charges, Fixed fees · $461.6 million AUMSEC registeredNo commissions reportedIntegrated Capital Management21 E. Long Lake Road, Suite 102 · Bloomfield Hills, MI 48304 · (248) 593-8900 · Financial planningCRD 284766 · % of assets, Hourly charges, Fixed fees · $429.8 million AUMSEC registeredNo commissions reportedIntegrated Investment Consultants, LLC40950 Woodward Ave., Suite 350 · Bloomfield Hills, MI 48304 · (866) 433-3581 · Flat / fixed feesCRD 175299 · % of assets, Fixed fees, Other · $1.1 billion AUMSEC registeredNo commissions reported
Krs Capital Management, LLC101 West Long Lake Road · Bloomfield Hills, MI 48304 · (248) 433-0621 · Financial planningCRD 142928 · % of assets, Fixed fees · $188.9 million AUMSEC registeredNo commissions reportedLifecycle Financial Planners INC.40950 Woodward Avenue, Suite 140 · Bloomfield Hills, MI 48304 · (248) 737-7090 · Financial planningCRD 290250 · Fixed fees · $671.7 million AUMSEC registeredNo commissions reportedNorthern Financial Advisors, INC74 E. Long Lake Rd., Suite 200 · Bloomfield Hills, MI 48304 · (248) 985-1632 · Financial planningCRD 121088 · Fixed fees · $684.0 million AUMSEC registeredNo commissions reportedProsperity Wealth Strategies LLC36400 Woodward Avenue, Suite 128 · Bloomfield Hills, MI 48304 · (248) 963-0568 · Financial planningCRD 301923 · % of assets, Hourly charges, Fixed fees · $95.2 million AUMState registeredNo commissions reportedSchwartz & CO.3707 W. Maple Rd, Ste 201 · Bloomfield Hills, MI 48301 · (248) 644-2701 · Financial planningCRD 7294 · % of assets, Hourly charges, Fixed fees · $10.5 billion AUMSEC registeredNo commissions reportedTrinity Financial Services, INC.43252 Woodward Ave., Ste.205 · Bloomfield Hills, MI 48302 · (248) 454-1996 · Financial planningCRD 151051 · % of assets, Hourly charges, Fixed fees · $91.5 million AUMState registeredNo commissions reportedWolverine Wealth Advisory Services INC.40900 Woodward Ave., Ste. 100 · Bloomfield Hills, MI 48304 · (248) 220-2202 · Financial planningCRD 146564 · % of assets, Fixed fees · $140.9 million AUMSEC registeredNo commissions reported