Fee-OnlyFinder

Flat / fixed fees in Montclair, NJ

3 advisers in Montclair 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 3

Bautis Financial, LLC8 Hillside Ave, Suite Ll1 · Montclair, NJ 07042 · (862) 205-5800 · Financial planningCRD 148582 · % of assets, Fixed fees · $197.4 million AUMSEC registeredNo commissions reportedRmr Wealth Builders, INC.111 Grove Street, Suite 203 · Montclair, NJ 07042 · (201) 836-2460 · Financial planningCRD 169005 · % of assets, Hourly charges, Fixed fees · $2.9 billion AUMSEC registeredNo commissions reportedSfi Advisors, LLC79 Midland Ave. · Montclair, NJ 07042 · (973) 744-1014 · Financial planningCRD 287929 · % of assets, Fixed fees · $176.0 million AUMSEC registeredNo commissions reported