Fee-OnlyFinder

Flat / fixed fees in Brooklyn, NY

14 advisers in Brooklyn 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 14

Boerum Hill Financial Advisors LLC236 Livingston St, Suite 15g · Brooklyn, NY 11201 · (516) 695-1610 · Financial planningCRD 288987 · % of assets, Hourly charges, Fixed fees · $46.4 million AUMSEC registeredNo commissions reportedBrewster Financial Planning LLC641 President Street, Suite 106 · Brooklyn, NY 11215 · (646) 249-9880 · Financial planningCRD 125291 · % of assets, Hourly charges, Fixed fees · $239.7 million AUMSEC registeredNo commissions reportedBrooklyn Fi, LLC33 Nassau Ave · Brooklyn, NY 11222 · (332) 296-1660 · Financial planningCRD 292115 · % of assets, Hourly charges, Fixed fees · $563.1 million AUMSEC registeredNo commissions reportedCarry Advisors LLC10 Grand Street, Ste 1800 · Brooklyn, NY 11249 · (201) 472-0612 · Flat / fixed feesCRD 323620 · % of assets, Fixed fees · $180.9 million AUMSEC registeredNo commissions reportedCsd Financial LLC65 South 11th St., Suite 15 · Brooklyn, NY 11249 · (718) 858-2233 · Financial planningCRD 310948 · % of assets, Hourly charges, Fixed fees · $28.8 million AUMState registeredNo commissions reportedEssex Advisory130 Dumont Av, Unit 1 · Brooklyn, NY 11212 · (201) 850-3364 · Financial planningCRD 312140 · % of assets, Hourly charges, Fixed fees · $9.3 million AUMState registeredNo commissions reportedHorizon Harvest Financial Planning540 President St, 3a · Brooklyn, NY 11215 · (718) 770-7292 · Financial planningCRD 269969 · Hourly charges, Fixed feesState registeredNo commissions reportedKensington Wealth Management, LLC4910 13th Avenue · Brooklyn, NY 11219 · (718) 436-2111 · Financial planningCRD 334191 · % of assets, Hourly charges, Fixed fees · $4.5 million AUMState registeredNo commissions reportedMaridea Wealth Management25 Kent Avenue, Suite 401 · Brooklyn, NY 11249 · (347) 289-5227 · Financial planningCRD 325523 · % of assets, Hourly charges, Fixed fees · $958.7 million AUMSEC registeredNo commissions reportedOak & Reed Capital Management, LLC122 Ashland Place, Apt 16j · Brooklyn, NY 11201 · (646) 926-2573 · Financial planningCRD 158867 · % of assets, Hourly charges, Fixed fees · $19.0 million AUMState registeredNo commissions reported
Raijin Ai567 Fulton St · Brooklyn, NY 11201 · (678) 559-4058 · Flat / fixed feesCRD 342079 · Fixed feesSEC registeredNo commissions reportedTaher Financial Planning147 Prince St · Brooklyn, NY 11201 · (646) 883-2505 · Financial planningCRD 288081 · % of assets, Hourly charges, Fixed fees · $162,432 AUMState registeredNo commissions reportedThinking Big Financial355 Court Street, 2nd Floor · Brooklyn, NY 11231 · (973) 224-1145 · Financial planningCRD 287476 · Fixed fees, Other · $93.0 million AUMSEC registeredNo commissions reportedYearwood Young Advisors195 Montague Street, 14th Floor · Brooklyn, NY 11201 · (347) 338-0278 · Financial planningCRD 307719 · % of assets, Hourly charges, Fixed fees · $87.1 million AUMSEC registeredNo commissions reported