Fee-OnlyFinder

Flat / fixed fees in Marlton, NJ

5 advisers in Marlton 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 5

Cooney Financial Advisors INC1 Eves Drive, Suite 111 · Marlton, NJ 08053 · (856) 988-0688 · Financial planningCRD 123075 · % of assets, Hourly charges, Fixed fees · $44.2 million AUMState registeredNo commissions reportedCora Capital Advisors4 Eves Drive, Suite B100 · Marlton, NJ 08053 · (856) 513-8600 · Financial planningCRD 318134 · % of assets, Fixed fees · $722.9 million AUMSEC registeredNo commissions reportedDe Cesare Retirement Specialists10000 Lincoln Drive East, Suite 201 · Marlton, NJ 08053 · (856) 235-3830 · Financial planningCRD 121458 · % of assets, Hourly charges, Fixed fees · $38.1 million AUMState registeredNo commissions reportedLaurel Oak Wealth Management, LLC525 Nj-73, Suite 200 · Marlton, NJ 08053 · (856) 519-0200 · Financial planningCRD 336824 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedSound Wealth LLC10000 Lincoln Drive E, Ste 201 · Marlton, NJ 08053 · (732) 276-4303 · Financial planningCRD 329237 · % of assets, Hourly charges, Fixed fees · $28.5 million AUMState registeredNo commissions reported