Fee-OnlyFinder

Flat / fixed fees in Kalamazoo, MI

7 advisers in Kalamazoo 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

Clear Ridge Wealth Management, LLC259 E. Michigan Avenue, Suite 105 · Kalamazoo, MI 49007 · (269) 381-1700 · Financial planningCRD 172689 · % of assets, Hourly charges, Fixed fees · $244.6 million AUMSEC registeredNo commissions reportedCws Financial Advisors LLC405 West Michigan Avenue, Suite 110 · Kalamazoo, MI 49007 · (269) 349-4600 · Financial planningCRD 297000 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedDaus Financial Group, LLC487 South Drake Road, Suite a · Kalamazoo, MI 49009 · (269) 321-7472 · Financial planningCRD 323054 · % of assets, Hourly charges, Fixed fees · $270.5 million AUMSEC registeredNo commissions reportedGasaway Investment Advisors, INC.7110 Stadium Drive · Kalamazoo, MI 49009 · (269) 324-0080 · Financial planningCRD 123807 · % of assets, Hourly charges, Subscription fees · $173.1 million AUMSEC registeredNo commissions reportedHfg Advisors INC.5659 West Michigan Ave. · Kalamazoo, MI 49009 · (269) 372-3229 · Financial planningCRD 125129 · % of assets, Hourly charges, Fixed fees · $48.6 million AUMState registeredNo commissions reportedTrunorth Capital Management, LLC1090 North 10th Street, Suite 210 · Kalamazoo, MI 49009 · (877) 469-0446 · Flat / fixed feesCRD 165285 · % of assets, Fixed fees · $724.5 million AUMSEC registeredNo commissions reportedValley Oak Investment Strategies LLC6011 Stadium Drive · Kalamazoo, MI 49009 · (269) 492-7220 · Financial planningCRD 336621 · % of assets, Hourly charges, Fixed fees · $43.4 million AUMState registeredNo commissions reported