Fee-OnlyFinder

Flat / fixed fees in Marquette, MI

3 advisers in Marquette 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 3

B.a. Roberts Financial Services, INC.989 West Washington Street, Suite 101 · Marquette, MI 49855 · (906) 228-5564 · Financial planningCRD 289856 · % of assets, Hourly charges, Fixed fees · $373.9 million AUMSEC registeredNo commissions reportedNorthern Edge Wealth Management2424 US Highway 41 West · Marquette, MI 49855 · (906) 228-6018 · Financial planningCRD 338102 · % of assets, Hourly charges, Fixed fees · $246.9 million AUMSEC registeredNo commissions reportedPlanpath Financial708 Chippewa Square #9 · Marquette, MI 49855 · (906) 261-0097 · Financial planningCRD 330175 · Hourly charges, Fixed fees · $1.3 million AUMState registeredNo commissions reported