Flat / fixed fees in Statesville, NC

4 advisers in Statesville 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

Masters Tax and Financial Planning LLC246 E Broad Street · Statesville, NC 28677 · (503) 558-3102 · Financial planningCRD 310261 · % of assets, Hourly charges, Fixed fees · $32.0 million AUMState registeredNo commissions reported Opus Financial Advisors, INC.126 E. Water Street · Statesville, NC 28677 · (704) 872-7671 · Financial planningCRD 118742 · % of assets, Hourly charges, Fixed fees · $30.0 million AUMState registeredNo commissions reported Professional Wealth Management Services LLC211 South Center Street, Suite 417 · Statesville, NC 28677 · (704) 872-0022 · Financial planningCRD 150266 · % of assets, Fixed fees · $136.2 million AUMSEC registeredNo commissions reported Thompson Wealth Advisors104 N Center St. · Statesville, NC 28677 · (704) 878-6112 · Financial planningCRD 140871 · % of assets, Fixed fees, Other · $44.4 million AUMState registeredNo commissions reported