Fee-OnlyFinder

Flat / fixed fees in Pittsford, NY

12 advisers in Pittsford 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 12

Alesco Advisors, LLC, an Esl Company120 Office Park Way · Pittsford, NY 14534 · (585) 586-0970 · Financial planningCRD 339091 · % of assets, Fixed fees, Other · $5.6 billion AUMSEC registeredNo commissions reportedAshford Advisors, LLC30 B Grove Street · Pittsford, NY 14534 · (585) 697-0362 · Financial planningCRD 114238 · % of assets, Fixed fees, Performance-based fees · $942.7 million AUMSEC registeredNo commissions reportedBlue Horizon Equity, INC.55 Sully's Trail, Suite F · Pittsford, NY 14534 · (585) 641-7900 · Financial planningCRD 341095 · % of assets, Hourly charges, Fixed fees · $745.9 million AUMSEC registeredNo commissions reportedCandace Shira Associates, LLC115 Sully's Trail, Suite 8 · Pittsford, NY 14534 · (585) 249-1550 · Financial planningCRD 165984 · % of assets, Hourly charges, Fixed fees · $443.5 million AUMSEC registeredNo commissions reportedFactorpoint Planning, LLC20 Office Park Way, Unit 120 · Pittsford, NY 14534 · (585) 895-7506 · Financial planningCRD 341229 · % of assets, Fixed fees · $287.9 million AUMSEC registeredNo commissions reportedFischer Investment Group, INC.11 Schoen Place, 3rd Floor · Pittsford, NY 14534 · (585) 586-2460 · Flat / fixed feesCRD 110966 · % of assets, Subscription fees, Other · $437.9 million AUMSEC registeredNo commissions reportedFlower City Capital LLC1 Fishers Rd, Suite 220 · Pittsford, NY 14534 · (585) 236-8501 · Financial planningCRD 281503 · % of assets, Fixed fees · $444.6 million AUMSEC registeredNo commissions reportedGeneration Capital Management LLC1163 Pittsford-Victor Road, #100 · Pittsford, NY 14534 · (585) 232-8560 · Financial planningCRD 128523 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedGps Financial, LLC141 Sullys Trail, Suite 8a · Pittsford, NY 14534 · (585) 598-9111 · Financial planningCRD 290227 · % of assets, Hourly charges, Fixed fees · $77.3 million AUMSEC registeredNo commissions reportedLvw Advisors, LLC67b Monroe Avenue · Pittsford, NY 14534 · (585) 267-4900 · Financial planningCRD 159403 · % of assets, Fixed fees, Other · $2.5 billion AUMSEC registeredNo commissions reported
Primetime Wealth Management LLC716 Pittsford Victor Rd · Pittsford, NY 14534 · (585) 238-4767 · Financial planningCRD 301041 · % of assets, Hourly charges, Fixed fees · $24.0 million AUMState registeredNo commissions reportedProfessional Financial1159 Pittsford-Victor Rd, Suite 120 · Pittsford, NY 14534 · (585) 218-9080 · Financial planningCRD 125580 · % of assets, Hourly charges, Fixed fees · $225.8 million AUMSEC registeredNo commissions reported