Flat / fixed fees in Hauppauge, NY

4 advisers in Hauppauge 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

Cfm Advisors INC1373 Veterans Highway, Suite 10 · Hauppauge, NY 11788 · (631) 657-2135 · Financial planningCRD 111581 · % of assets, Fixed fees · $202.7 million AUMSEC registeredNo commissions reported Lebenthal Global Advisors, LLC200 Parkway Drive South, Suite 200 · Hauppauge, NY 11788 · (516) 785-1800 · Flat / fixed feesCRD 283303 · % of assets, Fixed fees · $971.8 million AUMSEC registeredNo commissions reported Nestegg Advisors, INC.330 Motor Parkway · Hauppauge, NY 11788 · (631) 952-2700 · Financial planningCRD 125878 · % of assets, Hourly charges, Fixed fees · $272.7 million AUMSEC registeredNo commissions reported United Financial Planning Group LLC350 Motor Parkway, Suite 300 · Hauppauge, NY 11788 · (631) 234-0871 · Financial planningCRD 149843 · % of assets, Hourly charges, Fixed fees · $347.5 million AUMSEC registeredNo commissions reported