Fee-OnlyFinder

Flat / fixed fees in Cary, NC

14 advisers in Cary 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 14

Artifex Advisory Group, INC.2500 Regency Parkway · Cary, NC 27518 · (800) 276-1377 · Financial planningCRD 281588 · % of assets, Hourly charges, Fixed fees · $9.9 million AUMState registeredNo commissions reportedBrodie Wealth Management2500 Regency Parkway · Cary, NC 27518 · (919) 749-3908 · Financial planningCRD 337256 · % of assets, Hourly charges, Fixed fees · $379,226 AUMState registeredNo commissions reportedCary Financial Planning, LLC1255 Crescent Green, Suite 200 · Cary, NC 27518 · (919) 694-6945 · Financial planningCRD 323662 · % of assets, Fixed fees · $30.4 million AUMState registeredNo commissions reportedEndurance Financial LLC280 Towerview Court, 1st Floor · Cary, NC 27513 · (919) 650-3928 · Financial planningCRD 319112 · % of assets, Fixed fees · $34.7 million AUMState registeredNo commissions reportedEustace Advisors1320 Se Maynard Road, Suite 104 · Cary, NC 27511 · (910) 377-5021 · Financial planningCRD 323440 · Hourly charges, Fixed feesState registeredNo commissions reportedFamily Legacy Financial Solutions, LLC6501 Weston Pkwy, Suite #300 · Cary, NC 27513 · (919) 379-9000 · Financial planningCRD 314351 · % of assets, Fixed fees · $174.5 million AUMSEC registeredNo commissions reportedGreat Plans Capital Management, LLC219 E Chatham St, Suite 203 · Cary, NC 27511 · (919) 777-8481 · Financial planningCRD 127717 · % of assets, Fixed fees · $10.5 million AUMState registeredNo commissions reportedHicks & Associates Wealth Management, LLC1145 Executive Circle, Suite C · Cary, NC 27511 · (919) 851-5512 · Financial planningCRD 323171 · % of assets, Hourly charges, Fixed fees · $119.6 million AUMSEC registeredNo commissions reportedIndependent Wealth Advisors, LLC167 E. Chatham Street, Suite 300 · Cary, NC 27511 · (919) 749-7596 · Financial planningCRD 328786 · % of assets, Fixed fees · $195.3 million AUMSEC registeredNo commissions reportedRaleigh Capital Management INC.117 Edinburgh South Drive, Suite 110 · Cary, NC 27511 · (919) 852-1215 · Financial planningCRD 149538 · % of assets, Fixed fees, Other · $397.8 million AUMSEC registeredNo commissions reported
Realm Investment Consulting LLC2500 Regency Parkway · Cary, NC 27518 · (919) 280-8600 · Financial planningCRD 171634 · % of assets, Hourly charges, Fixed fees · $88.9 million AUMState registeredNo commissions reportedTackett Wealth Management, LLC2500 Regency Parkway · Cary, NC 27518 · (919) 650-6393 · Financial planningCRD 149056 · % of assets, Hourly charges, Fixed fees · $66.6 million AUMState registeredNo commissions reportedVeratis Advisors, INC.1400 Crescent Green, Suite 110 · Cary, NC 27518 · (919) 460-8875 · Financial planningCRD 117892 · % of assets, Hourly charges, Fixed fees · $6.0 billion AUMSEC registeredNo commissions reportedWyatt Financial L.L.C.514 Queensferry Rd. · Cary, NC 27511 · (919) 622-2980 · Flat / fixed feesCRD 145809 · % of assets, Fixed fees · $42.4 million AUMState registeredNo commissions reported