Fee-OnlyFinder

Flat / fixed fees in Jackson, MS

4 advisers in Jackson 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 4

Dental Wealth Partners LLC4500 Interstate 55 North, Frontage Road, Suite 278 · Jackson, MS 39211 · (601) 339-6077 · Financial planningCRD 336688 · % of assets, Hourly charges, Fixed fees · $26.8 million AUMState registeredNo commissions reportedKelly Capital Group, LLC317 East Capitol St, Ste 200 · Jackson, MS 39201 · (601) 953-3076 · Financial planningCRD 288475 · % of assets, Hourly charges, Fixed fees · $4.8 million AUMState registeredNo commissions reportedResolute Wealth Strategies, LLC4400 Old Canton Rd., Suite 210 · Jackson, MS 39211 · (601) 952-8850 · Financial planningCRD 318599 · % of assets, Fixed fees · $387.6 million AUMSEC registeredNo commissions reportedWealthview Capital, LLC4500 I-55 North, Suite 263 · Jackson, MS 39211 · (601) 981-4040 · Financial planningCRD 149476 · % of assets, Fixed fees · $319.5 million AUMSEC registeredNo commissions reported