Flat / fixed fees in Concord, NC

4 advisers in Concord 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

360 Aviation Advisors, LLC9202 Aviation Blvd Nw, Ew3 · Concord, NC 28027 · (704) 464-2364 · Financial planningCRD 334641 · % of assets, Fixed fees · $9.6 million AUMState registeredNo commissions reported Cadence Wealth Partners, LLC845 Church St N, Suite 205 · Concord, NC 28025 · (704) 493-6919 · Financial planningCRD 329274 · % of assets, Fixed fees · $43.3 million AUMState registeredNo commissions reported Family Wealth Partners Concord, INC1028 Lee-Ann Drive, Suite 218 · Concord, NC 28025 · (704) 782-9064 · Financial planningCRD 148015 · % of assets, Fixed fees · $39.0 million AUMState registeredNo commissions reported Wmc Capital Management, LLC1028 Lee-Ann Drive Ne, Suite 220 · Concord, NC 28025 · (704) 782-7233 · Financial planningCRD 329845 · % of assets, Hourly charges, Fixed fees · $16.2 million AUMState registeredNo commissions reported