Fee-OnlyFinder

Flat / fixed fees in Bedford, NH

15 advisers in Bedford 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

Apex Wealth Management, LLC1 Hardy Rd, #400 · Bedford, NH 03110 · (603) 488-2475 · Financial planningCRD 317091 · % of assets, Fixed fees · $191.1 million AUMSEC registeredNo commissions reportedAurelius Family Office, LLC3 Executive Park Drive, Suite 261 · Bedford, NH 03110 · (603) 413-6060 · Financial planningCRD 323016 · % of assets, Fixed fees · $315.3 million AUMSEC registeredNo commissions reportedBartley Financial Advisors, LLC169 South River Road, Suite 17 · Bedford, NH 03110 · (603) 625-9900 · Financial planningCRD 124293 · % of assets, Hourly charges, Fixed fees · $151.6 million AUMSEC registeredNo commissions reportedBay Point Financial, LLC2 Beaudoin St., Suite a · Bedford, NH 03110 · (603) 626-6699 · Financial planningCRD 153017 · % of assets, Hourly charges, Fixed fees · $104.7 million AUMState registeredNo commissions reportedBcas1 Bedford Farms Dr, Suite 102 · Bedford, NH 03110 · (603) 668-4353 · Financial planningCRD 105666 · % of assets, Hourly charges, Fixed fees · $465.7 million AUMSEC registeredNo commissions reportedBrophy Wealth Management, LLC40 South River Road, Bedford Place Unit 15 · Bedford, NH 03110 · (603) 668-2303 · Financial planningCRD 169894 · % of assets, Hourly charges, Fixed fees · $532.5 million AUMSEC registeredNo commissions reportedCohen Investment Advisors, LLC264 South River Road, Suite 414 · Bedford, NH 03110 · (603) 232-8350 · Financial planningCRD 168595 · % of assets, Fixed fees · $259.3 million AUMSEC registeredNo commissions reportedGranite State Retirement Planning, INC.360 Route 101, Suite 1301 · Bedford, NH 03110 · (603) 472-4447 · Financial planningCRD 141899 · % of assets, Fixed fees · $143.2 million AUMSEC registeredNo commissions reportedJtd Financial Services, LLC167 South River Road, Suite 11 · Bedford, NH 03110 · (603) 641-1010 · Financial planningCRD 144852 · % of assets, Fixed fees, Other · $21.2 million AUMState registeredNo commissions reportedMilestone Financial Planning, LLC3 Executive Park Drive, Suite 200 · Bedford, NH 03110 · (603) 589-8010 · Financial planningCRD 283439 · % of assets, Fixed fees · $590.3 million AUMSEC registeredNo commissions reported
Northeast Planning Associates, INC.43 Constitution Drive · Bedford, NH 03110 · (603) 471-0900 · Financial planningCRD 131406 · % of assets, Hourly charges, Fixed fees · $414.0 million AUMSEC registeredNo commissions reportedRobbins Farley LLC6 Bedford Farms Drive, Suite 112 · Bedford, NH 03110 · (603) 703-0255 · Financial planningCRD 286581 · % of assets, Hourly charges, Fixed fees · $252.9 million AUMSEC registeredNo commissions reportedSweeney Financial Advisors360 Route 101 Suite 10 · Bedford, NH 03110 · (603) 625-8400 · Financial planningCRD 116564 · % of assets, Hourly charges, Fixed fees · $403.2 million AUMSEC registeredNo commissions reportedThe Eideard Group, LLC360 Route 101, Suite 6 · Bedford, NH 03110 · (603) 471-9909 · Hourly feesCRD 139834 · % of assets, Hourly charges, Fixed fees · $158.1 million AUMSEC registeredNo commissions reportedThe Harbor Group, INC.331 South River Road · Bedford, NH 03110 · (603) 668-0634 · Financial planningCRD 105637 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reported