Fee-OnlyFinder

Flat / fixed fees in Wilmington, NC

9 advisers in Wilmington 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 9

Ascendor Wealth, LLC5700 Oleander Drive · Wilmington, NC 28403 · (910) 790-0122 · Financial planningCRD 148969 · % of assets, Fixed fees · $145.6 million AUMSEC registeredNo commissions reportedCounterweight Private Wealth404 N. 3rd Street, Suite 107 · Wilmington, NC 28401 · (919) 726-6124 · Financial planningCRD 327880 · % of assets, Fixed fees · $207.2 million AUMSEC registeredNo commissions reportedDovetail Financial Group LLC210-4 Avondale Ave · Wilmington, NC 28403 · (910) 395-1991 · Financial planningCRD 311298 · % of assets, Hourly charges, Fixed fees · $298.9 million AUMSEC registeredNo commissions reportedLive Oak Private Wealth, LLC1741 Tiburon Drive · Wilmington, NC 28403 · (844) 469-5679 · Financial planningCRD 297904 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedLumina Wealth Management, LLC1427 Military Cutoff Road, Suite 207 · Wilmington, NC 28403 · (910) 599-9409 · Financial planningCRD 291548 · % of assets, Hourly charges, Fixed fees · $240.2 million AUMSEC registeredNo commissions reportedMasonboro Advisors5815 Oleander Drive, Suite 260 · Wilmington, NC 28403 · (910) 742-0509 · Financial planningCRD 145151 · % of assets, Hourly charges, Fixed fees · $206.5 million AUMSEC registeredNo commissions reportedOmnistar Financial Group, INC.1712 Eastwood Road, Suite 212 · Wilmington, NC 28403 · (910) 319-7834 · Financial planningCRD 138515 · % of assets, Hourly charges, Fixed fees · $285.7 million AUMSEC registeredNo commissions reportedPembroke Wealth Management, LLC7890 Market St · Wilmington, NC 28411 · (252) 475-4000 · Hourly feesCRD 281341 · % of assets, Hourly charges, Fixed fees · $7.3 million AUMState registeredNo commissions reportedTilia Fiduciary Partners, INC.32 N. Front Street · Wilmington, NC 28401 · (910) 679-4093 · Financial planningCRD 157852 · % of assets, Hourly charges, Fixed fees · $403.7 million AUMSEC registeredNo commissions reported