Fee-OnlyFinder

Flat / fixed fees in Syracuse, NY

5 advisers in Syracuse 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 5

Adirondack Capital Advisors, LLC528 Plum Street, Suite 200 · Syracuse, NY 13204 · (315) 434-5597 · Financial planningCRD 133305 · % of assets, Hourly charges, Fixed fees · $422.3 million AUMSEC registeredNo commissions reportedNottingham Wealth Partners, INC.333 Butternut Dr. · Syracuse, NY 13214 · (561) 472-2312 · Financial planningCRD 306971 · % of assets, Hourly charges, Fixed fees · $80.5 million AUMSEC registeredNo commissions reportedReagan Companies Asset Management, INC443 N Franklin St, Suite 220 · Syracuse, NY 13204 · (315) 673-2094 · Financial planningCRD 161648 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedRialto Wealth Management126 N Salina St., Suite 330 · Syracuse, NY 13202 · (315) 992-9129 · Financial planningCRD 319411 · % of assets, Hourly charges, Fixed fees · $625.9 million AUMSEC registeredNo commissions reportedRockbridge Investment Management, LLC220 South Warren Street, 9th Floor · Syracuse, NY 13202 · (315) 671-0588 · Financial planningCRD 115754 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reported