Fee-OnlyFinder

Flat / fixed fees in Okemos, MI

5 advisers in Okemos 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 5

Cornerstone Wealth Partners, LLC2525 Jolly Road, Suite 200 · Okemos, MI 48864 · (517) 381-3450 · Financial planningCRD 146602 · % of assets, Fixed fees, Other · $145.9 million AUMSEC registeredNo commissions reportedFinancial Strategies Group, INC2270 Jolly Oak Road., Suite 2 · Okemos, MI 48864 · (800) 804-0420 · Financial planningCRD 289054 · % of assets, Hourly charges, Fixed fees · $677.4 million AUMSEC registeredNo commissions reportedFinancialmd, LLC2479 Woodlake Cir, Suite 340 · Okemos, MI 48842 · (517) 346-7970 · Financial planningCRD 306947 · % of assets, Fixed fees · $35.0 million AUMState registeredNo commissions reportedRyzome Investment Advisors4121 Okemos Rd, Suite 24 · Okemos, MI 48864 · (517) 347-2210 · Financial planningCRD 170762 · % of assets, Hourly charges, Fixed fees · $116.1 million AUMSEC registeredNo commissions reportedSullivan Dunn Wealth Management4660 Marsh Road · Okemos, MI 48864 · (517) 899-2247 · Financial planningCRD 333496 · % of assets, Fixed fees · $9.8 million AUMState registeredNo commissions reported