Fee-OnlyFinder

Flat / fixed fees in Red Bank, NJ

19 advisers in Red Bank 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 19

Alexander Capital Wealth Management LLC10 Drs. James Parker Blvd, Suite 202 · Red Bank, NJ 07701 · (212) 687-5650 · Flat / fixed feesCRD 157714 · % of assets, Fixed fees · $238.1 million AUMSEC registeredNo commissions reportedAtlas Private Wealth Advisors331 Newman Springs Rd., Suite 320, Building 3, 2nd Floor · Red Bank, NJ 07701 · (888) 996-2666 · Financial planningCRD 283744 · % of assets, Hourly charges, Fixed fees · $859.8 million AUMSEC registeredNo commissions reportedClear Wave Wealth Management, LLC331 Newman Springs Road, Building 3, 2nd Floor Suite 320 · Red Bank, NJ 07701 · (862) 200-9438 · Financial planningCRD 338582 · % of assets, Fixed fees · $617.0 million AUMSEC registeredNo commissions reportedEpic Wealth Management LLC2 Bridge Avenue, Suite 633b · Red Bank, NJ 07701 · (732) 784-6548 · Financial planningCRD 305682 · % of assets, Hourly charges, Fixed fees · $13.6 million AUMState registeredNo commissions reportedGarden State Investment Advisory Services, LLC328 Newman Springs Road · Red Bank, NJ 07701 · (732) 280-6886 · Financial planningCRD 133088 · % of assets, Hourly charges, Fixed fees · $673.8 million AUMSEC registeredNo commissions reportedGarden State Retirement Specialists, LLC27 West Street, Suite 16, Wall Street Corporate Center · Red Bank, NJ 07701 · (732) 936-9641 · Financial planningCRD 128414 · % of assets, Hourly charges, Fixed fees · $109.3 million AUMSEC registeredNo commissions reportedH&s Tax and Wealth Advisors LLC130 Maple Ave, Unit 2a · Red Bank, NJ 07704 · (732) 268-8813 · Financial planningCRD 290643 · % of assets, Fixed fees · $67.8 million AUMState registeredNo commissions reportedHartshorne Group, LLCOne River Centre - 331 Newman Springs Road, Suite 143 · Red Bank, NJ 07701 · (732) 945-3830 · Financial planningCRD 150897 · % of assets, Hourly charges, Fixed feesSEC registeredNo commissions reportedIem Asset Management, LLC331 Newman Springs Road, Bldg 1, 4th Floor, Suite 143 · Red Bank, NJ 07701 · (732) 784-1812 · Financial planningCRD 141549 · % of assets, Hourly charges, Fixed fees · $6.7 million AUMState registeredNo commissions reportedInvest for a Lifetime, LLC165 Highway 35, Suite 1 · Red Bank, NJ 07701 · (732) 741-7711 · Financial planningCRD 314555 · % of assets, Hourly charges, Fixed fees · $78.0 million AUMState registeredNo commissions reported
Lighthouse Financial Advisors, INC.3 Harding Road, Suite B · Red Bank, NJ 07701 · (732) 747-6680 · Financial planningCRD 121496 · Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedNewport Capital Group, LLC12 Broad Street, 5th Floor · Red Bank, NJ 07701 · (732) 741-8400 · Financial planningCRD 144442 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedOceanic Capital Management LLC125 Half Mile Road, Suite 200 · Red Bank, NJ 07701 · (732) 345-1533 · Financial planningCRD 146135 · % of assets, Hourly charges, Fixed fees · $64.6 million AUMState registeredNo commissions reportedSalvus Wealth Management, LLC200 Schulz Drive, Suite 302 · Red Bank, NJ 07701 · (732) 542-2629 · Financial planningCRD 171986 · % of assets, Hourly charges, Fixed fees · $316.5 million AUMSEC registeredNo commissions reportedSmallwood Wealth Management199 Broad Street · Red Bank, NJ 07701 · (732) 542-1565 · Financial planningCRD 288663 · % of assets, Fixed fees · $339.0 million AUMSEC registeredNo commissions reportedStembrook Asset Management, LLC212 Maple Avenue, Suite 201 · Red Bank, NJ 07701 · (201) 484-0063 · Financial planningCRD 144116 · % of assets, Fixed fees · $147.5 million AUMSEC registeredNo commissions reportedWhealth Advisors43 W Front St, Ste 16 · Red Bank, NJ 07701 · (732) 852-5089 · Financial planningCRD 304669 · Fixed fees · $88.3 million AUMState registeredNo commissions reportedWithum Wealth Management47 Reckless Place · Red Bank, NJ 07701 · (732) 450-0147 · Financial planningCRD 158332 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedZynergy Retirement Planning10 Nj-35 · Red Bank, NJ 07701 · (732) 784-2380 · Financial planningCRD 143861 · % of assets, Fixed fees · $173.0 million AUMSEC registeredNo commissions reported