Fee-OnlyFinder

Flat / fixed fees in Morristown, NJ

8 advisers in Morristown 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 8

Beacon Trust163 Madison Avenue · Morristown, NJ 07960 · (973) 377-8090 · Financial planningCRD 226547 · % of assets, Fixed fees · $4.4 billion AUMSEC registeredNo commissions reportedKiely Capital Management, INC.51 Dumont Place · Morristown, NJ 07960 · (973) 455-1894 · Financial planningCRD 121480 · % of assets, Hourly charges, Fixed fees · $58.1 million AUMState registeredNo commissions reportedLavish Financial Planning1 High Street Court · Morristown, NJ 07960 · (201) 535-4499 · Financial planningCRD 167592 · % of assets, Hourly charges, Fixed fees · $35.5 million AUMState registeredNo commissions reportedMcRae Capital Management INC.230 Madison Avenue · Morristown, NJ 07960 · (973) 387-1080 · Financial planningCRD 104567 · % of assets, Fixed fees · $795.0 million AUMSEC registeredNo commissions reportedNew Vernon Capital62 Elm Street · Morristown, NJ 07960 · (201) 793-0570 · Flat / fixed feesCRD 160231 · % of assets, Fixed fees, Performance-based fees · $902.1 million AUMSEC registeredNo commissions reportedO'Dowd Asset Management LLC31 Washington St. · Morristown, NJ 07960 · (973) 214-3987 · Financial planningCRD 307641 · % of assets, Fixed fees · $43.1 million AUMState registeredNo commissions reportedPrivate Advisor Group, LLC305 Madison Avenue · Morristown, NJ 07960 · (973) 538-7010 · Financial planningCRD 155216 · % of assets, Hourly charges, Fixed fees · $44.3 billion AUMSEC registeredNo commissions reportedSimon Quick Advisors, LLC360 Mt. Kemble Ave · Morristown, NJ 07960 · (973) 525-1000 · Financial planningCRD 132330 · % of assets, Hourly charges, Fixed fees · $9.0 billion AUMSEC registeredNo commissions reported