Fee-OnlyFinder

Flat / fixed fees in Summit, NJ

9 advisers in Summit 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 9

Beacon Hill Private Wealth LLC350 Springfield Avenue, Suite #200 · Summit, NJ 07901 · (908) 608-8444 · Financial planningCRD 285329 · % of assets, Fixed fees · $53.5 million AUMState registeredNo commissions reportedCircle Wealth Management, LLC47 Maple Street, Suite 201 · Summit, NJ 07901 · (908) 206-1306 · Financial planningCRD 142878 · % of assets, Fixed fees · $14.1 billion AUMSEC registeredNo commissions reportedEgis Capital Partners LP35 Beechwood Rd, Suite 2a · Summit, NJ 07901 · (973) 994-0606 · Flat / fixed feesCRD 306123 · % of assets, Fixed fees, Performance-based fees · $160.8 million AUMSEC registeredNo commissions reportedGrand Life Financial LLC350 Springfield Ave, Suite 200g · Summit, NJ 07901 · (973) 264-9044 · Financial planningCRD 322132 · % of assets, Hourly charges, Fixed fees · $8.6 million AUMState registeredNo commissions reportedSeabridge Investment Advisors LLC450 Springfield Ave., Suite 301 · Summit, NJ 07901 · (908) 273-5085 · Financial planningCRD 108681 · % of assets, Fixed fees · $771.2 million AUMSEC registeredNo commissions reportedSimplicity Wealth475 Springfield Ave., Suite #1 · Summit, NJ 07901 · (844) 220-8326 · Financial planningCRD 300572 · % of assets, Hourly charges, Fixed fees · $4.3 billion AUMSEC registeredNo commissions reportedTlg Advisors, INC.475 Springfield Ave · Summit, NJ 07901 · (888) 371-0013 · Financial planningCRD 111052 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedTsp Capital Management Group, LLC382 Springfield Avenue, Suite 500 · Summit, NJ 07901 · (908) 273-2105 · Flat / fixed feesCRD 131889 · % of assets, Fixed fees, Performance-based fees · $553.3 million AUMSEC registeredNo commissions reportedWestmount Capital Group LLC4 Warwick Rd · Summit, NJ 07901 · (202) 370-6880 · Flat / fixed feesCRD 339303 · % of assets, Fixed feesState registeredNo commissions reported