Fee-OnlyFinder

Flat / fixed fees in Albany, NY

11 advisers in Albany 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 11

Albanyadvisor Group LLC20 Corporate Woods Blvd.., Suite 400 · Albany, NY 12211 · (518) 689-3577 · Financial planningCRD 316226 · % of assets, Fixed fees · $302.8 million AUMSEC registeredNo commissions reportedAllsquare Wealth Management, LLC200 Great Oaks Blvd, Suite 219 · Albany, NY 12203 · (518) 456-8900 · Financial planningCRD 153591 · % of assets, Hourly charges, Fixed fees · $307.8 million AUMSEC registeredNo commissions reportedAmidon & Petersen Financials, LLC187 Wolf Rd., Suite 300 · Albany, NY 12207 · (518) 772-3684 · Financial planningCRD 143079 · % of assets, Hourly charges, Fixed fees · $39.1 million AUMSEC registeredNo commissions reportedArista Advisory Group, LLC255 Washington Avenue, Extension Suite 204 · Albany, NY 12205 · (518) 464-0319 · Financial planningCRD 285722 · % of assets, Hourly charges, Fixed fees · $143.7 million AUMSEC registeredNo commissions reportedBlue Jean Financial LLC125 Wolf Road, Suite 509 · Albany, NY 12205 · (518) 631-5471 · Financial planningCRD 331138 · % of assets, Fixed fees · $133.3 million AUMSEC registeredNo commissions reportedBroadway Advisor Group368 Broadway, First Floor · Albany, NY 12207 · (518) 477-3626 · Financial planningCRD 324281 · % of assets, Hourly charges, Fixed fees · $214.9 million AUMSEC registeredNo commissions reportedEden Advisory Services, LLC187 Wolf Rd, Suite 300 · Albany, NY 12205 · (518) 203-8833 · Financial planningCRD 277083 · % of assets, Hourly charges, Fixed fees · $27.8 million AUMSEC registeredNo commissions reportedIndependent Family Office, LLC677 Broadway, 7th Floor · Albany, NY 12207 · (518) 452-8050 · Financial planningCRD 144811 · % of assets, Fixed fees · $760.1 million AUMSEC registeredNo commissions reportedJm Advisors, LLC125 Wolf Road, Suite 203 · Albany, NY 12205 · (518) 218-1224 · Financial planningCRD 159351 · Fixed feesState registeredNo commissions reportedPks Advisory Services, LLC80 State Street · Albany, NY 12207 · (518) 426-5791 · Financial planningCRD 125648 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedThe Affinity Group, LLC4 Tower Place, First Floor · Albany, NY 12203 · (518) 776-1140 · Financial planningCRD 283819 · % of assets, Fixed fees, Other · $678,349 AUMState registeredNo commissions reported