Fee-OnlyFinder

Flat / fixed fees in Moorestown, NJ

3 advisers in Moorestown 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

Bluefin Financial212 West Route 38, Suite 106 · Moorestown, NJ 08057 · (856) 795-9998 · Financial planningCRD 288375 · % of assets, Hourly charges, Fixed fees · $289.6 million AUMSEC registeredNo commissions reportedPurpose Built300 Mill St, Suite 235 · Moorestown, NJ 08057 · (215) 278-9559 · Financial planningCRD 326554 · % of assets, Hourly charges, Fixed fees · $28.5 million AUMState registeredNo commissions reportedQuaker Wealth Management LLC70 East Main Street · Moorestown, NJ 08057 · (856) 222-0110 · Financial planningCRD 284546 · % of assets, Fixed fees · $449.3 million AUMSEC registeredNo commissions reported