Fee-OnlyFinder

Flat / fixed fees in Raleigh, NC

37 advisers in Raleigh 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 37

Aim Advisors, LLC421 N. Harrington Street, Suite 630 · Raleigh, NC 27603 · (919) 758-8911 · Financial planningCRD 325125 · % of assets, Hourly charges, Fixed fees · $158.2 million AUMSEC registeredNo commissions reportedArk Royal Wealth Management LLC2700 Wycliff Road, Suite 360 · Raleigh, NC 27607 · (919) 710-8665 · Financial planningCRD 175151 · % of assets, Hourly charges, Fixed fees · $169.3 million AUMSEC registeredNo commissions reportedArmor Investment Advisors, LLC4101 Lake Boone Trail, Suite 208 · Raleigh, NC 27607 · (919) 571-4382 · Financial planningCRD 134200 · % of assets, Hourly charges, Fixed fees · $356.0 million AUMSEC registeredNo commissions reportedBeacon Financial Strategies Corp.7100 Six Forks Road, Suite 135 · Raleigh, NC 27615 · (919) 803-3801 · Financial planningCRD 132987 · % of assets, Hourly charges, Fixed fees · $309.4 million AUMSEC registeredNo commissions reportedBeacon Wealthcare LLC1633 Glenwood Ave · Raleigh, NC 27608 · (919) 821-5225 · Financial planningCRD 312556 · % of assets, Fixed fees · $308.3 million AUMSEC registeredNo commissions reportedBroad Reach Capital LLC1101 Haynes St, Suite 213 · Raleigh, NC 27604 · (919) 309-9325 · Financial planningCRD 144686 · % of assets, Hourly charges, Fixed fees · $180.5 million AUMSEC registeredNo commissions reportedCapital Investment Advisory Services, LLC100 E. Six Forks Road, Suite 200 · Raleigh, NC 27609 · (919) 831-2370 · Financial planningCRD 149124 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reportedCaptrust4208 Six Forks Rd, Suite 1700 · Raleigh, NC 27609 · (919) 870-6822 · Financial planningCRD 175112 · % of assets, Hourly charges, Fixed fees · $1236.7 billion AUMSEC registeredNo commissions reportedCharter Wealth Management8601 Six Forks Road, Suite 400 · Raleigh, NC 27615 · (919) 729-2100 · Financial planningCRD 162299 · % of assets, Hourly charges, Fixed fees · $195.6 million AUMSEC registeredNo commissions reportedCordgrass Capital Advisors, LLC3101 Glenwood Avenue, Suite 102 · Raleigh, NC 27612 · (919) 800-0705 · Financial planningCRD 311528 · % of assets, Hourly charges, Fixed fees · $729.9 million AUMSEC registeredNo commissions reported
Eqv Advisory, LLC400 West North St., Suite 112 · Raleigh, NC 27603 · (919) 842-3000 · Financial planningCRD 338271 · % of assets, Fixed fees, Other · $106.8 million AUMSEC registeredNo commissions reportedFinancial Symmetry INC.5438 Wade Park Blvd, Suite 310 · Raleigh, NC 27607 · (919) 851-8200 · Financial planningCRD 118443 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedFirst Financial Group1100 Logger CT, #B101 · Raleigh, NC 27609 · (919) 876-4926 · Financial planningCRD 134006 · % of assets, Hourly charges, Fixed fees · $317.0 million AUMSEC registeredNo commissions reportedFortress Private Ledger, LLC3110 Edwards Mill Rd, Suite 200 · Raleigh, NC 27612 · (919) 322-2761 · Financial planningCRD 290298 · % of assets, Hourly charges, Fixed fees · $584.0 million AUMSEC registeredNo commissions reportedFounders Financial Alliance, LLC9212 Falls of Neuse Rd., Suite 221 · Raleigh, NC 27615 · (855) 860-5940 · Financial planningCRD 173011 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedGuardian Wealth Advisors, LLC2413 Blue Ridge Rd, Suite 201 · Raleigh, NC 27607 · (919) 249-1810 · Financial planningCRD 305412 · % of assets, Hourly charges, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedInnovest Strategies LLC134 Wind Chime Court · Raleigh, NC 27615 · (252) 600-0250 · Financial planningCRD 334763 · % of assets, Hourly charges, Fixed fees · $26.8 million AUMState registeredNo commissions reportedJme Wealth Management4801 Glenwood Ave, Suite 200 · Raleigh, NC 27612 · (703) 776-9991 · Financial planningCRD 319491 · % of assets, Hourly charges, Fixed fees · $48.3 million AUMState registeredNo commissions reportedKairos Ria, LLC219 N Boylan Ave · Raleigh, NC 27603 · (330) 222-3393 · Financial planningCRD 341881 · % of assets, Fixed fees · $16.5 million AUMState registeredNo commissions reportedLewis Financial Management, LLC1611 East Millbrook Road · Raleigh, NC 27609 · (919) 872-7000 · Financial planningCRD 116344 · % of assets, Hourly charges, Fixed fees · $338.7 million AUMSEC registeredNo commissions reportedLifeplan Group7201 Creedmoor Rd., Suite 147 · Raleigh, NC 27613 · (919) 858-6119 · Financial planningCRD 144157 · % of assets, Fixed fees, Other · $326.0 million AUMSEC registeredNo commissions reportedModern Capital Advisors, LLC7780 Brier Creek Parkway, Suite 325 · Raleigh, NC 27617 · (800) 440-0442 · Financial planningCRD 131117 · % of assets, Hourly charges, Fixed fees · $254.8 million AUMSEC registeredNo commissions reportedNc Money Management, INC.212 West Millbrook Road · Raleigh, NC 27609 · (919) 847-2981 · Financial planningCRD 118754 · % of assets, Hourly charges, Fixed fees · $26.6 million AUMState registeredNo commissions reportedPeace of Mind Wealth Management4101 Lake Boone Trail, Suite 111 · Raleigh, NC 27607 · (919) 787-8866 · Financial planningCRD 317067 · % of assets, Fixed fees · $283.3 million AUMSEC registeredNo commissions reportedPendleton Financial Wealth Management2607 Oberlin Road, Suite 100 · Raleigh, NC 27608 · (919) 781-4167 · Financial planningCRD 325303 · % of assets, Fixed fees · $160.0 million AUMSEC registeredNo commissions reportedPhysicians Financial Services, INC.100 E. Six Forks Road, Suite 200 · Raleigh, NC 27609 · (919) 863-2355 · Financial planningCRD 118519 · % of assets, Hourly charges, Fixed fees · $482.3 million AUMSEC registeredNo commissions reportedPiecapital555 Fayetteville Street Suite #300 · Raleigh, NC 27601 · (919) 901-5280 · Financial planningCRD 328743 · % of assets, Fixed fees · $69.0 million AUMState registeredNo commissions reportedProvision Wealth Management, INC8601 Six Forks Road, Suite 400 · Raleigh, NC 27615 · (919) 537-9766 · Financial planningCRD 287500 · % of assets, Hourly charges, Fixed fees · $97.6 million AUMState registeredNo commissions reportedPursuit Wealth Strategies, LLC8311 Bandford Way, Suite 105 · Raleigh, NC 27615 · (919) 847-7600 · Financial planningCRD 337709 · % of assets, Hourly charges, Fixed fees · $457.5 million AUMSEC registeredNo commissions reportedReh Wealth Advisors LLC8384 Six Forks, Suite 102 · Raleigh, NC 27615 · (909) 518-2134 · Financial planningCRD 153826 · % of assets, Hourly charges, Fixed fees · $110.5 million AUMSEC registeredNo commissions reportedRidgeline Wealth Advisors, LLC.7500 Six Forks Rd, Suite 100 · Raleigh, NC 27615 · (919) 782-0494 · Financial planningCRD 284843 · % of assets, Hourly charges, Fixed fees · $189.0 million AUMSEC registeredNo commissions reportedStone Legacy Capital LLC8341 Bandford Way, Ste. 007 · Raleigh, NC 27615 · (919) 341-6462 · Financial planningCRD 334218 · % of assets, Hourly charges, Fixed fees · $12.4 million AUMState registeredNo commissions reportedTolley Financial Group, LLC7101 Creedmoor Road, Suite 123 · Raleigh, NC 27613 · (919) 747-9698 · Financial planningCRD 302115 · % of assets, Fixed fees · $121.9 million AUMSEC registeredNo commissions reportedTownsend Asset Management Corp.3110 Edwards Mill Road, Ste 150 · Raleigh, NC 27612 · (919) 782-9689 · Financial planningCRD 108216 · % of assets, Hourly charges, Fixed fees · $479.6 million AUMSEC registeredNo commissions reportedTradewinds, LLC4600 Marriott Dr., Suite 200 · Raleigh, NC 27612 · (984) 257-9091 · Financial planningCRD 316415 · % of assets, Fixed fees · $659.4 million AUMSEC registeredNo commissions reportedUniversity Financial Strategies, LLC.4801 Glenwood Avenue, Suite 200-630 · Raleigh, NC 27612 · (919) 578-6500 · Financial planningCRD 297121 · % of assets, Hourly charges, Fixed fees · $15.2 million AUMState registeredNo commissions reportedWake Wealth Management CO.4509 Creedmoor Road, Suite 201 · Raleigh, NC 27612 · (919) 570-3300 · Financial planningCRD 159170 · % of assets, Hourly charges, Fixed fees · $12.6 million AUMState registeredNo commissions reported