Fee-OnlyFinder

Flat / fixed fees in Lee's Summit, MO

5 advisers in Lee's Summit 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 5

Capital Investment Management, INC608 S.w. 3rd St. · Lee's Summit, MO 64063 · (816) 246-1212 · Financial planningCRD 113917 · % of assets, Fixed fees, Other · $558.9 million AUMSEC registeredNo commissions reportedOak Road Wealth Management210 Sw Market St · Lee's Summit, MO 64063 · (816) 721-9188 · Financial planningCRD 284446 · % of assets, Fixed fees · $80.1 million AUMState registeredNo commissions reportedOsborne Global Investors, INC.210 Sw Market St. · Lee's Summit, MO 64063 · (816) 633-4444 · Flat / fixed feesCRD 129128 · % of assets, Fixed fees · $13.1 million AUMState registeredNo commissions reportedRise Retirement, LLC710 Se Third Street · Lee's Summit, MO 64063 · (913) 363-7401 · Financial planningCRD 299026 · % of assets, Hourly charges, Fixed fees · $71.6 million AUMState registeredNo commissions reportedStrongbox Wealth, LLC3470 Ne Ralph Powell Road, Suite a · Lee's Summit, MO 64064 · (816) 607-5410 · Financial planningCRD 304952 · % of assets, Hourly charges, Fixed fees · $562.4 million AUMSEC registeredNo commissions reported