Fee-OnlyFinder

Flat / fixed fees in Matthews, NC

4 advisers in Matthews 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

Alluvial Wealth Management1234 Mann Drive, Suite 100 · Matthews, NC 28105 · (704) 927-1492 · Financial planningCRD 305503 · % of assets, Fixed fees · $1.8 million AUMState registeredNo commissions reportedFamily Wealth Partners, LLC2518 Plantation Center Drive · Matthews, NC 28105 · (704) 321-0152 · Financial planningCRD 317764 · % of assets, Hourly charges, Fixed fees · $392.4 million AUMSEC registeredNo commissions reportedSapere Wealth Management, LLC130 Matthews Station St., Suite 2a · Matthews, NC 28105 · (704) 321-5244 · Financial planningCRD 119598 · % of assets, Fixed fees · $604.8 million AUMSEC registeredNo commissions reportedTassel Capital Management, INC1220 Mann Drive, Suite 100 · Matthews, NC 28105 · (704) 814-6780 · Financial planningCRD 121112 · % of assets, Hourly charges, Fixed fees · $266.0 million AUMSEC registeredNo commissions reported