Fee-OnlyFinder

Flat / fixed fees in Plymouth, MI

8 advisers in Plymouth 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 8

Autumn Financial Advisors, LLC409 Plymouth Road, Suite 124 · Plymouth, MI 48170 · (248) 716-8307 · Financial planningCRD 290151 · % of assets, Hourly charges, Fixed fees · $22.3 million AUMState registeredNo commissions reportedCustom Wealth Management41081 Ann Arbor Rd E · Plymouth, MI 48170 · (734) 844-3400 · Financial planningCRD 340956 · % of assets, Hourly charges, Fixed fees · $201.0 million AUMSEC registeredNo commissions reportedGem Asset Management, LLC261 S. Main Street · Plymouth, MI 48170 · (734) 737-9108 · Financial planningCRD 124332 · % of assets, Fixed fees · $628.1 million AUMSEC registeredNo commissions reportedIpex, INC.156 West Liberty Street · Plymouth, MI 48170 · (734) 451-0777 · Flat / fixed feesCRD 124337 · % of assets, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedPeak Wealth Management, LLC41011 Ann Arbor Road · Plymouth, MI 48170 · (734) 681-7575 · Financial planningCRD 166944 · % of assets, Fixed fees · $446.0 million AUMSEC registeredNo commissions reportedPinnacle Wealth Management Group, INC.849 Penniman Suite 201 · Plymouth, MI 48170 · (734) 667-5581 · Financial planningCRD 281935 · % of assets, Hourly charges, Fixed fees · $243.7 million AUMSEC registeredNo commissions reportedThe Brock Group, LLC110 W Liberty St. · Plymouth, MI 48170 · (734) 744-8008 · Financial planningCRD 142432 · % of assets, Hourly charges, Fixed fees · $93.9 million AUMState registeredNo commissions reportedVoorman Investment Counsel LLC729 West Ann Arbor Trail · Plymouth, MI 48170 · (248) 943-0565 · Hourly feesCRD 306177 · % of assets, Hourly charges, Fixed fees · $24.0 million AUMState registeredNo commissions reported