Flat / fixed fees in Rochester, NY
21 advisers in Rochester 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.
Featured spots in Rochester, NY are open. Reach people looking for a financial adviser who is paid by them, not by product sales searching in Rochester, NY — flat monthly price, no per-lead fees.See pricing
All 21
Core Alpha, INC.SEC registeredNo commissions reportedElevation Investment ConsultingState registeredNo commissions reportedFiduciary First Advising, LLCState registeredNo commissions reportedFien Capital Management, LLCSEC registeredNo commissions reportedHigh Falls Advisors, INC.SEC registeredNo commissions reportedHighland Wealth Advisory LLCState registeredNo commissions reportedHowe and Rusling, INC.SEC registeredNo commissions reportedIconoclastic Capital Management LLCSEC registeredNo commissions reportedLayline AdvisorsSEC registeredNo commissions reportedLifemark Securities Corp.SEC registeredNo commissions reported
Northlanding Financial Partners, LLCSEC registeredNo commissions reportedNovem GroupSEC registeredNo commissions reportedOak Crest Advisory, LLCSEC registeredNo commissions reportedPrentice Wealth Management LLCSEC registeredNo commissions reportedRise Advisors, LLCSEC registeredNo commissions reportedRochester InvestmentsSEC registeredNo commissions reportedSage, Rutty & CO., INC.SEC registeredNo commissions reportedSeneca Financial Advisors LLCSEC registeredNo commissions reportedStone Oak Capital LLCSEC registeredNo commissions reportedW & S Management Services, INC.SEC registeredNo commissions reportedWhitney & CompanySEC registeredNo commissions reported