Fee-OnlyFinder

Flat / fixed fees in Victor, NY

5 advisers in Victor 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

Cooper/haims Advisors, LLC50 Square Drive, Suite 210 · Victor, NY 14564 · (585) 248-6400 · Financial planningCRD 124122 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedElevatus Wealth Management, LLC1501 Pittsford Victor Road, Suite 101 · Victor, NY 14564 · (585) 565-4450 · Financial planningCRD 325629 · % of assets, Hourly charges, Fixed fees · $513.4 million AUMSEC registeredNo commissions reportedPiano Wealth Management600 Fishers Station Drive · Victor, NY 14564 · (585) 204-0001 · Financial planningCRD 317854 · % of assets, Hourly charges, Fixed fees · $50.6 million AUMSEC registeredNo commissions reportedProsperity Advisory Group LLC50 Square Drive, Suite 220 · Victor, NY 14564 · (585) 381-5900 · Financial planningCRD 310720 · % of assets, Hourly charges, Fixed fees · $216.0 million AUMSEC registeredNo commissions reportedThe Pitti Group Wealth Management, LLC590 Fishers Station Drive, Suite 110 · Victor, NY 14564 · (585) 337-4000 · Financial planningCRD 314685 · % of assets, Hourly charges, Fixed fees · $374.3 million AUMSEC registeredNo commissions reported