Flat / fixed fees in Utica, NY

3 advisers in Utica 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

Adirondack Financial Services Corp185 Genesee Street, Suite 210 · Utica, NY 13501 · (315) 724-4186 · Financial planningCRD 126155 · % of assets, Fixed fees · $461.8 million AUMSEC registeredNo commissions reported Caruso McLean & CO., INC.130 Lomond Court · Utica, NY 13502 · (315) 724-5105 · Financial planningCRD 126084 · % of assets, Fixed fees · $281.8 million AUMSEC registeredNo commissions reported Strategic Financial Services114 Business Park Drive · Utica, NY 13502 · (315) 724-1776 · Financial planningCRD 109677 · % of assets, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reported