Fee-OnlyFinder

Flat / fixed fees in Port Washington, NY

3 advisers in Port Washington 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 3

Blank Equity Management LLC14 Vanderventer Ave, Suite 200 · Port Washington, NY 11050 · (516) 439-5525 · Financial planningCRD 153570 · % of assets, Hourly charges, Fixed fees · $143.0 million AUMSEC registeredNo commissions reportedGold Coast Advisors, LLC130 Shore Road, Suite 235 · Port Washington, NY 11050 · (516) 944-0081 · Financial planningCRD 124217 · % of assets, Hourly charges, Fixed fees · $12.2 million AUMState registeredNo commissions reportedGreat Hill Advisory174 Main St. · Port Washington, NY 11050 · (516) 500-1248 · Financial planningCRD 283228 · % of assets, Fixed fees, Other · $218.4 million AUMSEC registeredNo commissions reported