Fee-OnlyFinder

Flat / fixed fees in Portage, MI

7 advisers in Portage 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

Bright Financial Advisors, INC.450 W. Centre Avenue, Suite C · Portage, MI 49024 · (269) 373-2700 · Financial planningCRD 107931 · % of assets, Hourly charges, Fixed fees · $725.5 million AUMSEC registeredNo commissions reportedDocsa Capital Management, INC.8080 Moorsbridge Rd, Suite 200 · Portage, MI 49024 · (269) 488-2322 · Financial planningCRD 124302 · % of assets, Hourly charges, Fixed fees · $95.4 million AUMState registeredNo commissions reportedFace 2 Face Financial Planning, LLC7950 Moorsbridge Rd, Ste 203 · Portage, MI 49024 · (269) 389-0422 · Financial planningCRD 285630 · % of assets, Hourly charges, Fixed fees · $29.7 million AUMState registeredNo commissions reportedHaverdink Financial Management, LLC440 W. Centre Avenue, Suite 5 · Portage, MI 49024 · (269) 321-5070 · Financial planningCRD 131236 · % of assets, Hourly charges, Fixed fees · $220.4 million AUMSEC registeredNo commissions reportedJohn A. Wolfe & Associates, INC.440 West Centre Avenue, Suite 4 · Portage, MI 49024 · (269) 324-1988 · Flat / fixed feesCRD 110799 · % of assets, Fixed fees · $560.7 million AUMSEC registeredNo commissions reportedLvm Capital Management LTD7840 Moorsbridge Road · Portage, MI 49024 · (269) 321-8120 · Financial planningCRD 111039 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedZhang Financial5931 Oakland Dr. · Portage, MI 49024 · (269) 385-5888 · Financial planningCRD 159257 · % of assets, Hourly charges, Fixed fees · $8.4 billion AUMSEC registeredNo commissions reported