Fee-OnlyFinder

Flat / fixed fees in Winston-Salem, NC

15 advisers in Winston-Salem 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 15

Accruent Wealth Advisors1399 Ashleybrook Lane, Suite 120 · Winston-Salem, NC 27103 · (336) 760-4829 · Financial planningCRD 113706 · % of assets, Hourly charges, Fixed fees · $197.7 million AUMSEC registeredNo commissions reportedArbor Investment Advisors300 South Main Street · Winston Salem, NC 27101 · (336) 777-1677 · Financial planningCRD 111077 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedCannon Wealth Management Services2160 Country Club Road · Winston Salem, NC 27104 · (336) 231-6844 · Financial planningCRD 323302 · % of assets, Hourly charges, Fixed fees · $245.2 million AUMSEC registeredNo commissions reportedCassia Capital Partners LLC1144 West Fourth Street, Suite 200 · Winston Salem, NC 27101 · (336) 723-4585 · Financial planningCRD 159911 · % of assets, Hourly charges, Fixed fees · $251.2 million AUMSEC registeredNo commissions reportedDarda Financial750 Bethesda Road · Winston-Salem, NC 27103 · (336) 757-1222 · Financial planningCRD 130230 · % of assets, Fixed fees · $29.6 million AUMState registeredNo commissions reportedHorizon Financial Services, LLC3880 Vest Mill Rd., Suite 100 · Winston Salem, NC 27103 · (336) 659-7060 · Financial planningCRD 158798 · % of assets, Hourly charges, Fixed fees · $262.4 million AUMSEC registeredNo commissions reportedResolved Financial155 Sunnynoll CT, Suite 101 · Winston Salem, NC 27106 · (336) 245-8626 · Financial planningCRD 169862 · % of assets, Hourly charges, Fixed fees · $61.4 million AUMState registeredNo commissions reportedSalem Investment Counselors INC480 Shepherd Street · Winston Salem, NC 27103 · (336) 768-7230 · Financial planningCRD 104855 · % of assets, Hourly charges, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reportedScholar Financial Advising, LLC380 Knollwood Street, Suite 410 · Winston-Salem, NC 27103 · (336) 360-6833 · Financial planningCRD 298968 · Hourly charges, Fixed feesSEC registeredNo commissions reportedSemmax Financial Advisors, INC.1447 Trade Mart Blvd · Winston-Salem, NC 27127 · (336) 856-0080 · Financial planningCRD 144978 · % of assets, Hourly charges, Fixed fees · $495.4 million AUMSEC registeredNo commissions reported
Sheets Smith Wealth Management120 Club Oaks Court, Suite 200 · Winston Salem, NC 27104 · (336) 765-2020 · Financial planningCRD 105710 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedThree Magnolias Financial Advisors110 Oakwood Drive, Suite 480 · Winston Salem, NC 27103 · (336) 701-1600 · Financial planningCRD 114471 · % of assets, Hourly charges, Fixed fees · $487.1 million AUMSEC registeredNo commissions reportedTimonier121 Reynolda Village, Suite B · Winston Salem, NC 27106 · (336) 725-5010 · Financial planningCRD 150748 · % of assets, Hourly charges, Fixed fees · $450.3 million AUMSEC registeredNo commissions reportedWrenn House Investments LLC1336 Ashley Square · Winston Salem, NC 27103 · (336) 245-8636 · Flat / fixed feesCRD 291425 · % of assets, Fixed fees · $5.6 million AUMState registeredNo commissions reportedYour Capital Financial, LLC1485 Rymco Drive · Winston Salem, NC 27103 · (336) 448-3623 · Financial planningCRD 307377 · % of assets, Fixed fees · $61.5 million AUMState registeredNo commissions reported