Fee-OnlyFinder

Flat / fixed fees in Melville, NY

16 advisers in Melville 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 16

Aps Wealth Management, LLC1 Huntington Quadrangle, Suite 3n03 · Melville, NY 11747 · (516) 228-8444 · Flat / fixed feesCRD 298233 · % of assets, Fixed fees · $311.5 million AUMSEC registeredNo commissions reportedCompass Advisors155 Pinelawn Road, Suite 210 N · Melville, NY 11747 · (516) 938-2400 · Financial planningCRD 288256 · % of assets, Hourly charges, Fixed fees · $767.5 million AUMSEC registeredNo commissions reportedCoordinated Planning Group, INC.150 Broadhollow Road, Suite 209 · Melville, NY 11747 · (631) 393-6044 · Financial planningCRD 173653 · % of assets, Hourly charges, Fixed fees · $16.4 million AUMState registeredNo commissions reportedExcelsior200 Broadhollow Road, Suite 207 · Melville, NY 11747 · (516) 765-7400 · Financial planningCRD 311850 · % of assets, Hourly charges, Fixed fees · $23.9 million AUMState registeredNo commissions reportedExcomp Asset Management LTD425 Broadhollow Rd, Suite 318 · Melville, NY 11747 · (631) 465-9670 · Flat / fixed feesCRD 110434 · % of assets, Fixed fees · $140.2 million AUMSEC registeredNo commissions reportedFour Corners Financial150 Broadhollow Road, Suite 215 · Melville, NY 11747 · (631) 271-1170 · Financial planningCRD 287468 · % of assets, Hourly charges, Fixed fees · $104.8 million AUMSEC registeredNo commissions reportedFrisch Financial Group, INC.445 Broad Hollow Road, Suite 215 · Melville, NY 11747 · (516) 694-7900 · Financial planningCRD 126524 · % of assets, Fixed fees · $931.6 million AUMSEC registeredNo commissions reportedHeller Wealth Management225 Broadhollow Road, Suite 215 · Melville, NY 11747 · (631) 248-3600 · Financial planningCRD 124261 · % of assets, Hourly charges, Fixed fees · $553.9 million AUMSEC registeredNo commissions reportedJ.j. Burns & Company225 Broadhollow Road, Suite 410 · Melville, NY 11747 · (631) 390-0500 · Financial planningCRD 140452 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedLandmark Wealth Management, LLC95 Broadhollow Road, Suite 102 · Melville, NY 11747 · (888) 342-6436 · Financial planningCRD 158693 · % of assets, Hourly charges, Fixed fees · $442.0 million AUMSEC registeredNo commissions reported
Lantern Wealth Advisors, LLC35 Pinelawn Road, Suite 101e · Melville, NY 11747 · (631) 454-2000 · Financial planningCRD 147420 · % of assets, Hourly charges, Fixed fees · $319.9 million AUMSEC registeredNo commissions reportedLi Wealth Management INC1 Huntington Quadrangle · Melville, NY 11747 · (516) 444-3377 · Financial planningCRD 331924 · % of assets, Hourly charges, Fixed fees · $234,735 AUMState registeredNo commissions reportedPelkonen and Associates LLC425 Broadhollow Road, Suite 112 · Melville, NY 11747 · (631) 396-1032 · Financial planningCRD 305933 · % of assets, Fixed fees · $293.3 million AUMSEC registeredNo commissions reportedProspect Financial Services LLC445 Broad Hollow Road, Suite Cl-43 · Melville, NY 11747 · (631) 424-5218 · Financial planningCRD 314154 · % of assets, Fixed fees · $431.0 million AUMSEC registeredNo commissions reportedThe Wealth Alliance, LLC105 Broadhollow Road · Melville, NY 11747 · (631) 670-0682 · Financial planningCRD 305052 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reportedYields for You, LLC445 Broad Hollow Road, #25 · Melville, NY 11747 · (410) 914-4894 · Financial planningCRD 317662 · % of assets, Hourly charges, Fixed fees · $15.7 million AUMState registeredNo commissions reported