Fee-OnlyFinder

Flat / fixed fees in Southfield, MI

15 advisers in Southfield 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 15

Advance Capital Management INCOne Towne Square, Suite 444 · Southfield, MI 48076 · (248) 350-8543 · Financial planningCRD 110767 · % of assets, Fixed fees · $5.0 billion AUMSEC registeredNo commissions reportedAntonio Stokes Advisors24445 Northwestern Hwy, Suite 115 · Southfield, MI 48075 · (877) 275-9545 · Financial planningCRD 313572 · % of assets, Hourly charges, Fixed fees · $7.9 million AUMState registeredNo commissions reportedCenter for Financial Planning INC24800 Denso Drive, Suite 300 · Southfield, MI 48033 · (248) 948-7900 · Financial planningCRD 109599 · % of assets, Fixed fees, Other · $2.0 billion AUMSEC registeredNo commissions reportedCig Asset Management, INC.One Towne Square, Suite 1850 · Southfield, MI 48076 · (248) 827-1010 · Financial planningCRD 123609 · % of assets, Fixed fees, Performance-based fees · $192.5 million AUMSEC registeredNo commissions reportedCorecap Advisors27777 Franklin Road, Suite 700 · Southfield, MI 48034 · (888) 296-3360 · Financial planningCRD 158819 · % of assets, Hourly charges, Fixed fees · $4.0 billion AUMSEC registeredNo commissions reportedDynamic Wealth Solutions LLC29777 Telegraph Rd., Suite 2417 · Southfield, MI 48034 · (844) 397-7767 · Flat / fixed feesCRD 170573 · % of assets, Fixed fees · $102.5 million AUMState registeredNo commissions reportedEle Advisory Services, INC18700 W. 10 Mile Road, Suite 100 · Southfield, MI 48075 · (248) 356-6555 · Financial planningCRD 148228 · % of assets, Hourly charges, Fixed fees · $136.5 million AUMSEC registeredNo commissions reportedErica Hall Wealth Advisors, LLC.2000 Town Center Drive, Suite 1900 · Southfield, MI 48075 · (248) 440-7774 · Financial planningCRD 152984 · % of assets, Hourly charges, Fixed fees · $13.8 million AUMState registeredNo commissions reportedHantz Financial Services, INC.26200 American Drive, Fifth Floor · Southfield, MI 48034 · (248) 304-2855 · Financial planningCRD 46047 · % of assets, Hourly charges, Fixed fees · $10.0 billion AUMSEC registeredNo commissions reportedNew Era Investments LLC28411 Northwestern Hwy, Suite 970 · Southfield, MI 48034 · (248) 352-1951 · Financial planningCRD 312703 · % of assets, Fixed fees, Other · $29.4 million AUMState registeredNo commissions reported
Paycheck to Wealth, LLC19785 W. 12 Mile Road, Suite 505 · Southfield, MI 48076 · (248) 802-5884 · Financial planningCRD 312578 · Hourly charges, Subscription feesState registeredNo commissions reportedPlante Moran Financial Advisors3000 Town Center, Suite 100 · Southfield, MI 48075 · (248) 352-2500 · Financial planningCRD 112158 · % of assets, Hourly charges, Fixed fees · $26.9 billion AUMSEC registeredNo commissions reportedSenstomi23077 Greenfield Rd, Suite 420 · Southfield, MI 48075 · (917) 771-7197 · Financial planningCRD 336311 · Subscription feesSEC registeredNo commissions reportedSkyoak Wealth28411 Northwestern Hwy, Suite 760 · Southfield, MI 48034 · (248) 348-6500 · Financial planningCRD 299564 · % of assets, Hourly charges, Fixed fees · $692.7 million AUMSEC registeredNo commissions reportedSterling Advisory Group LLC29777 Telegraph Road, Suite 3590-2 · Southfield, MI 48034 · (313) 765-0541 · Financial planningCRD 327855 · % of assets, Hourly charges, Fixed fees · $30.1 million AUMState registeredNo commissions reported