Fee-OnlyFinder

Flat / fixed fees in Asheville, NC

7 advisers in Asheville 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 7

Act Advisors521 College Street · Asheville, NC 28801 · (828) 398-2802 · Financial planningCRD 173120 · % of assets, Fixed fees, Other · $498.9 million AUMSEC registeredNo commissions reportedAgile Investments19 Rankin Avenue, Ste 124 · Asheville, NC 28801 · (615) 260-3845 · Hourly feesCRD 132924 · % of assets, Hourly charges, Fixed fees · $24.4 million AUMState registeredNo commissions reportedColton Groome Financial Advisors, LLC1127-B Hendersonville Road · Asheville, NC 28803 · (828) 252-1816 · Financial planningCRD 128365 · % of assets, Fixed fees, Other · $724.9 million AUMSEC registeredNo commissions reportedHorizons Wealth Management82 Patton Ave., Suite 206 · Asheville, NC 28801 · (828) 337-9395 · Financial planningCRD 127457 · % of assets, Hourly charges, Fixed fees · $258.2 million AUMSEC registeredNo commissions reportedJoel Adams and Associates INC.545 Merrimon Avenue · Asheville, NC 28804 · (828) 251-9700 · Financial planningCRD 319379 · % of assets, Hourly charges, Fixed fees · $305.6 million AUMSEC registeredNo commissions reportedWells Financial Management, LLC56 Central Avenue, Suite 105 · Asheville, NC 28801 · (828) 252-4144 · Financial planningCRD 158030 · % of assets, Fixed fees · $132.7 million AUMSEC registeredNo commissions reportedWessel Investment Counsel, L.L.C.22 South Pack Square, Suite 400 · Asheville, NC 28801 · (828) 232-2000 · Financial planningCRD 129911 · % of assets, Hourly charges, Fixed fees · $108.7 million AUMState registeredNo commissions reported