Fee-OnlyFinder

Flat / fixed fees in Cornelius, NC

3 advisers in Cornelius 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 3

Alphastar Capital Management19520 West Catawba Avenue, Suite 112 · Cornelius, NC 28031 · (855) 340-2514 · Financial planningCRD 157423 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedPassport Wealth Management17505 W Catawba Ave #200 · Cornelius, NC 28031 · (704) 457-0060 · Financial planningCRD 297449 · % of assets, Fixed fees · $115.3 million AUMSEC registeredNo commissions reportedPowell Wealth17818 Statesville Rd, Suite 221 · Cornelius, NC 28031 · (704) 439-0027 · Financial planningCRD 144230 · % of assets, Hourly charges, Fixed fees · $229.2 million AUMSEC registeredNo commissions reported