Fee-OnlyFinder

Flat / fixed fees in Garden City, NY

10 advisers in Garden City 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 10

Brixton Capital Wealth Advisors, LLC1305 Franklin Ave, Suite 300 · Garden City, NY 11530 · (516) 222-5300 · Financial planningCRD 288810 · % of assets, Hourly charges, Fixed fees · $212.4 million AUMSEC registeredNo commissions reportedCastfirm Advisors LLC377 Oak Street, Suite 203 · Garden City, NY 11530 · (516) 888-9986 · Financial planningCRD 327519 · % of assets, Fixed fees · $30.0 million AUMSEC registeredNo commissions reportedFive Eleven Partners1044 Franklin Avenue, Suite 205 · Garden City, NY 11530 · (917) 685-1360 · Financial planningCRD 334002 · % of assets, Fixed fees, Performance-based fees · $162.7 million AUMSEC registeredNo commissions reportedFlynn Zito Capital Management, LLC585 Stewart Ave, Suite 620 · Garden City, NY 11530 · (516) 746-9000 · Financial planningCRD 152689 · % of assets, Hourly charges, Fixed fees · $773.9 million AUMSEC registeredNo commissions reportedHegarty Advisors, LLC1461 Franklin Ave · Garden City, NY 11530 · (516) 280-2323 · Financial planningCRD 306342 · % of assets, Hourly charges, Fixed fees · $171.1 million AUMSEC registeredNo commissions reportedMott Capital Management LLC106 Seventh Street, Suite 201 · Garden City, NY 11530 · (516) 642-5788 · Flat / fixed feesCRD 172373 · % of assets, Subscription fees, Other · $4.4 million AUMState registeredNo commissions reportedNavwell Advisors1225 Franklin Ave, Suite 500 · Garden City, NY 11530 · (516) 475-2444 · Financial planningCRD 328706 · % of assets, Hourly charges, Fixed fees · $7.9 million AUMState registeredNo commissions reportedPiton Investment Management, LP401 Franklin Avenue, Suite 202b · Garden City, NY 11530 · (646) 518-2800 · Flat / fixed feesCRD 282517 · % of assets, Fixed fees · $927.9 million AUMSEC registeredNo commissions reportedUnited Asset Strategies INC.377 Oak Street, Suite 403 · Garden City, NY 11530 · (516) 222-0021 · Financial planningCRD 107434 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedWilmington Capital Securities, LLC666 Old Country Road, Suite 505 · Garden City, NY 11530 · (516) 750-6200 · Financial planningCRD 133839 · % of assets, Fixed fees · $277.1 million AUMSEC registeredNo commissions reported