Fee-OnlyFinder

Flat / fixed fees in Brighton, MI

6 advisers in Brighton 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

Castle Wealth Group Investments LLC8273 Grand River Avenue, Suite 220 · Brighton, MI 48114 · (844) 885-4200 · Financial planningCRD 318990 · % of assets, Fixed fees · $62.1 million AUMState registeredNo commissions reportedOld Oak Financial Planning, INC.7077 Fieldcrest Dr., Suite 400 · Brighton, MI 48116 · (810) 220-4400 · Financial planningCRD 122500 · % of assets, Hourly charges, Fixed fees · $160.3 million AUMSEC registeredNo commissions reportedPinnacle Wealth Management, INC.7600 Grand River, Suite 220 · Brighton, MI 48114 · (810) 220-6322 · Financial planningCRD 166853 · % of assets, Hourly charges, Fixed fees · $118.1 million AUMSEC registeredNo commissions reportedSimplyria Advisor Network1024 E. Grand River Ave, Suite B · Brighton, MI 48116 · (810) 355-1325 · Financial planningCRD 154494 · % of assets, Hourly charges, Fixed fees · $214.9 million AUMSEC registeredNo commissions reportedStrickler Investment Services, LLC10299 E. Grand River Rd., Suite I · Brighton, MI 48116 · (517) 618-9000 · Financial planningCRD 332778 · % of assets, Hourly charges, Fixed fees · $107.3 million AUMSEC registeredNo commissions reportedWealth & Wellness Group, LLC690 Hope St., Suite B · Brighton, MI 48116 · (888) 267-1138 · Financial planningCRD 337631 · % of assets, Hourly charges, Fixed fees · $65.2 million AUMState registeredNo commissions reported