Flat / fixed fees in Great Neck, NY

4 advisers in Great Neck 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

C & C Financial Services, INC.175 Great Neck Rd, Suite 405 · Great Neck, NY 11021 · (516) 482-3260 · Financial planningCRD 106752 · % of assets, Hourly charges, Fixed fees · $66.2 million AUMSEC registeredNo commissions reported Palumbo Wealth Management LLC1010 Northern Boulevard, Suite 310 · Great Neck, NY 11021 · (516) 629-7073 · Financial planningCRD 306548 · % of assets, Fixed fees · $543.4 million AUMSEC registeredNo commissions reported Rga Investment Advisors, LLC185 Great Neck Road, Suite 456 · Great Neck, NY 11021 · (516) 665-1945 · Financial planningCRD 149171 · % of assets, Fixed fees, Performance-based fees · $101.1 million AUMSEC registeredNo commissions reported The Wealthplan LLC60 Cutter Mill Road, Suite 100-G · Great Neck, NY 11021 · (516) 400-7111 · Financial planningCRD 306820 · % of assets, Fixed fees · $87.5 million AUMSEC registeredNo commissions reported