Fee-OnlyFinder

Flat / fixed fees in Royal Oak, MI

8 advisers in Royal Oak 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

Bernard Wealth Management Corp.360 N. Main St., Suite 430 · Royal Oak, MI 48067 · (248) 556-2900 · Financial planningCRD 159533 · % of assets, Hourly charges, Fixed fees · $314.2 million AUMSEC registeredNo commissions reportedDaniel Investment Group INC.306 S. Washington Ave., Suite 216 · Royal Oak, MI 48067 · (248) 544-4122 · Financial planningCRD 338851 · % of assets, Hourly charges, Fixed fees · $210.1 million AUMSEC registeredNo commissions reportedDeller Wealth Management LLC418 N Main St., Suite 200 · Royal Oak, MI 48067 · (248) 565-3777 · Financial planningCRD 297975 · % of assets, Fixed fees · $21.9 million AUMState registeredNo commissions reportedHoover Private Wealth, LLC3123 Crooks Road · Royal Oak, MI 48073 · (248) 298-4000 · Financial planningCRD 336484 · % of assets, Fixed fees · $171.3 million AUMSEC registeredNo commissions reportedMoney Pickle1411 S Main Street · Royal Oak, MI 48067 · (248) 881-4288 · Flat / fixed feesCRD 325575 · Subscription fees, OtherSEC registeredNo commissions reportedRoyal Oak Financial Advisors, LLC512 N. Main Street, Ste. 100 · Royal Oak, MI 48067 · (248) 709-6134 · Financial planningCRD 290152 · % of assets, Fixed fees · $366.1 million AUMSEC registeredNo commissions reportedSw Advisors, LLC706 Woodcrest Ave · Royal Oak, MI 48067 · (248) 404-8453 · Flat / fixed feesCRD 306940 · % of assets, Fixed fees · $16.0 million AUMState registeredNo commissions reportedThrive Retirement Specialists220 S. Main St., Suite 321 · Royal Oak, MI 48067 · (833) 217-9613 · Financial planningCRD 310289 · Fixed fees · $303.9 million AUMSEC registeredNo commissions reported