Fee-OnlyFinder

Flat / fixed fees in Princeton, NJ

28 advisers in Princeton 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 28

Acorn Asset Management LLC300 Witherspoon Street, Suite 201 · Princeton, NJ 08542 · (609) 455-1223 · Financial planningCRD 340572 · % of assets, Hourly charges, Fixed fees · $6.6 million AUMSEC registeredNo commissions reportedAdviso Wealth103 Carnegie Center, Suite 300 · Princeton, NJ 08540 · (610) 840-2622 · Financial planningCRD 308198 · Hourly charges, Fixed fees · $3.6 million AUMState registeredNo commissions reportedBergamot Asset Management LP300 Carnegie Center, Suite 140 · Princeton, NJ 08540 · (609) 917-7900 · Flat / fixed feesCRD 309424 · % of assets, Fixed fees, Performance-based fees · $106.5 million AUMSEC registeredNo commissions reportedBerunda Capital Management5 Independence Way, Suite 300 · Princeton, NJ 08540 · (267) 977-9620 · Financial planningCRD 297072 · % of assets, Fixed fees · $11.2 million AUMState registeredNo commissions reportedBlackrock Investment Management, LLC1 University Square Drive · Princeton, NJ 08540 · (609) 282-2000 · Flat / fixed feesCRD 108928 · % of assets, Fixed fees, Performance-based fees · $676.7 billion AUMSEC registeredNo commissions reportedBrennan Financial Group, LLC475 Wall Street · Princeton, NJ 08540 · (908) 428-6973 · Financial planningCRD 117644 · % of assets, Hourly charges, Fixed fees · $49.7 million AUMState registeredNo commissions reportedCertified Wealth Management & Investment LLC101 College Road East, Suite 2 · Princeton, NJ 08540 · (609) 716-4700 · Financial planningCRD 165924 · % of assets, Hourly charges, Fixed fees · $25.3 million AUMState registeredNo commissions reportedConcord Advisory Group LTD700 Alexander Park, Suite 203 & 202 · Princeton, NJ 08540 · (609) 987-9000 · Flat / fixed feesCRD 107291 · Fixed fees, Other · $46.2 billion AUMSEC registeredNo commissions reportedDumont & Blake Investment Advisors LLC731 Alexander Road, Suite 301 · Princeton, NJ 08540 · (609) 514-1899 · Flat / fixed feesCRD 109318 · % of assets, Fixed fees · $562.3 million AUMSEC registeredNo commissions reportedEks Associates601 Ewing Street, Suite A-7 · Princeton, NJ 08540 · (609) 921-1016 · Financial planningCRD 169687 · % of assets, Fixed fees · $324.3 million AUMSEC registeredNo commissions reported
Endowbridge Capital, LLC707 Alexander Road, Suite 208 · Princeton, NJ 08540 · (609) 878-8161 · Financial planningCRD 228786 · % of assets, Hourly charges, Fixed fees · $4.6 million AUMState registeredNo commissions reportedFlight Line Financial, LLC103 Carnegie Center, Suite 300 · Princeton, NJ 08540 · (609) 955-3570 · Flat / fixed feesCRD 169289 · Fixed fees, OtherSEC registeredNo commissions reportedHalberstadt Financial Consultants INC50 North Tulane St · Princeton, NJ 08542 · (609) 921-0180 · Financial planningCRD 109462 · % of assets, Hourly charges, Fixed fees · $185.0 million AUMSEC registeredNo commissions reportedHamilton & Company650 College Road East, Suite 3400 · Princeton, NJ 08540 · (609) 452-0300 · Flat / fixed feesCRD 11310 · % of assets, Fixed feesState registeredNo commissions reportedJantorno Financial Advisors, LLC13 Roszel Road, Suite A-103 · Princeton, NJ 08540 · (609) 919-0006 · Financial planningCRD 131409 · Hourly charges, Fixed feesState registeredNo commissions reportedKdt Advisors, LLC103 Carnegie Center, Suite 300 · Princeton, NJ 08540 · (929) 293-1270 · Financial planningCRD 289816 · % of assets, Hourly charges, Fixed fees · $210.4 million AUMSEC registeredNo commissions reportedKubhera Enterprises LLC742 Alexander Road, Suite 305 · Princeton, NJ 08540 · (609) 799-5900 · Financial planningCRD 151619 · % of assets, Hourly charges, Fixed fees · $275.5 million AUMSEC registeredNo commissions reportedLandseer Advisors LLC353 Nassau Street, Floor 2 · Princeton, NJ 08540 · (212) 457-0902 · Flat / fixed feesCRD 309937 · % of assets, Fixed fees, Performance-based fees · $415.2 million AUMSEC registeredNo commissions reportedMillstone Financial Group902 Carnegie Center Blvd, Suite 130 · Princeton, NJ 08540 · (732) 385-8544 · Financial planningCRD 297882 · % of assets, Hourly charges, Fixed fees · $104.4 million AUMSEC registeredNo commissions reportedNorthwest Criterion Asset Management, L.L.C.114 Commons Way · Princeton, NJ 08540 · (609) 924-4488 · Financial planningCRD 130538 · % of assets, Hourly charges, Fixed fees · $58.3 million AUMState registeredNo commissions reportedNovi Wealth Partners512 Executive Drive · Princeton, NJ 08540 · (609) 921-7002 · Financial planningCRD 166539 · % of assets, Hourly charges, Fixed fees · $612.8 million AUMSEC registeredNo commissions reportedOmnivest Group LLC344 Nassau Street, Suite 101 · Princeton, NJ 08540 · (609) 986-1001 · Flat / fixed feesCRD 141057 · % of assets, Fixed fees · $28.7 million AUMState registeredNo commissions reportedPrinceton Global Asset Management LLC17 Hulfish Street, Suite 240 · Princeton, NJ 08542 · (609) 945-1781 · Financial planningCRD 146644 · % of assets, Fixed fees · $921.3 million AUMSEC registeredNo commissions reportedRetiresmart Consulting, LLC.103 Carnegie Center, Suite 300 a · Princeton, NJ 08540 · (609) 955-3456 · Financial planningCRD 147693 · % of assets, Hourly charges, Fixed fees · $52.0 million AUMState registeredNo commissions reportedRiver Investment Corp100 Overlook Center, 2nd Floor · Princeton, NJ 08540 · (609) 375-2000 · Hourly feesCRD 122637 · % of assets, Hourly charges, Fixed fees · $30.1 million AUMState registeredNo commissions reportedRoundview Capital, LLC182 Nassau Street, Suite 201 · Princeton, NJ 08542 · (609) 688-9500 · Financial planningCRD 148083 · % of assets, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reportedSongbird Capital, LLC14 Nassau Street · Princeton, NJ 08542 · (609) 924-5300 · Financial planningCRD 158074 · % of assets, Hourly charges, Fixed fees · $84.4 million AUMState registeredNo commissions reportedSystematic Alpha Investments, LLC36 Mercer Street · Princeton, NJ 08540 · (609) 751-7550 · Flat / fixed feesCRD 297693 · % of assets, Fixed fees · $3.5 billion AUMSEC registeredNo commissions reported