Flat / fixed fees in Fairport, NY

4 advisers in Fairport 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 4

Clover Leaf Financial LLC1387 Fairport Rd., Suite 620 · Fairport, NY 14450 · (585) 899-3940 · Financial planningCRD 335751 · % of assets, Fixed fees · $75.0 million AUMSEC registeredNo commissions reported Geovest Advisors INC245 Willowbrook Office Park, 1451 Pittsford Victor Rd · Fairport, NY 14450 · (585) 248-5050 · Flat / fixed feesCRD 105906 · % of assets, Fixed fees · $147.9 million AUMSEC registeredNo commissions reported Milestones Private Investment Advisors LLC375 Woodcliff Drive · Fairport, NY 14450 · (585) 203-1956 · Financial planningCRD 289116 · % of assets, Fixed fees · $222.6 million AUMSEC registeredNo commissions reported Sage Tree Wealth10 East Church Street · Fairport, NY 14450 · (585) 500-2579 · Financial planningCRD 298951 · % of assets, Hourly charges, Fixed fees · $32.6 million AUMSEC registeredNo commissions reported