Fee-OnlyFinder

Flat / fixed fees in Traverse City, MI

13 advisers in Traverse City 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 13

Black Walnut Wealth Management13919 S W Bay Shore Dr, Suite 104 · Traverse City, MI 49684 · (231) 421-7711 · Financial planningCRD 337606 · % of assets, Fixed fees · $136.8 million AUMSEC registeredNo commissions reportedBlueprint Partners LLC10238 E Cherry Bend Rd · Traverse City, MI 49684 · (231) 668-4147 · Financial planningCRD 312902 · % of assets, Fixed fees · $292.9 million AUMSEC registeredNo commissions reportedCentennial Wealth Advisory, LLC701 Third Street · Traverse City, MI 49684 · (231) 995-9575 · Flat / fixed feesCRD 138054 · % of assets, Fixed fees · $397.1 million AUMSEC registeredNo commissions reportedFront Street Wealth Management310 W. Front Street Suite 403 · Traverse City, MI 49684 · (231) 947-3775 · Financial planningCRD 125219 · % of assets, Hourly charges, Fixed fees · $97.2 million AUMState registeredNo commissions reportedHemming& Wealth Management, INC.600 E. Front Street, Suite 201 · Traverse City, MI 49686 · (231) 922-2900 · Financial planningCRD 300918 · % of assets, Hourly charges, Fixed fees · $292.6 million AUMSEC registeredNo commissions reportedIndependent Wealth Management, LLC236 1/2 E. Front St · Traverse City, MI 49684 · (231) 929-1086 · Financial planningCRD 124242 · % of assets, Hourly charges, Fixed fees · $203.0 million AUMSEC registeredNo commissions reportedIsadore Private Wealth, LLC13561 S. West Bay Shore Dr., Suite 200 · Traverse City, MI 49684 · (231) 922-9905 · Financial planningCRD 172107 · % of assets, Hourly charges, Fixed fees · $11.6 million AUMState registeredNo commissions reportedIsadore Retirement Group, LLC13561 S. West Bay Shore Dr., Ste. 200 · Traverse City, MI 49684 · (231) 922-9905 · Financial planningCRD 288425 · % of assets, Hourly charges, Fixed fees · $6.6 million AUMState registeredNo commissions reportedOld Mission Investment Company, LLC880 Munson Avenue, Suite B · Traverse City, MI 49686 · (231) 929-4100 · Financial planningCRD 140381 · % of assets, Hourly charges, Fixed fees · $929.0 million AUMSEC registeredNo commissions reportedOptimal Capital Advisors, LLC12935 Sw Bayshore Dr, Suite 305 · Traverse City, MI 49684 · (231) 933-4677 · Financial planningCRD 144719 · % of assets, Hourly charges, Fixed fees · $119.9 million AUMSEC registeredNo commissions reported
Stonepath Wealth Management134 W State Street, Suite 200 · Traverse City, MI 49684 · (231) 668-6999 · Financial planningCRD 328977 · % of assets, Hourly charges, Fixed fees · $299.5 million AUMSEC registeredNo commissions reportedTremonte Financial Consultants1014 6th Street, Suite 101 · Traverse City, MI 49684 · (231) 486-6050 · Financial planningCRD 298562 · % of assets, Hourly charges, Fixed fees · $63.4 million AUMState registeredNo commissions reportedUp North Financial, LLC223 East State Street, Suite 200 · Traverse City, MI 49684 · (231) 929-9300 · Financial planningCRD 150996 · % of assets, Fixed fees · $203.8 million AUMSEC registeredNo commissions reported