Fee-OnlyFinder

Flat / fixed fees in White Plains, NY

7 advisers in White Plains 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 7

Fmd Wealth Advisors LLC169 Mamaroneck Avenue 2nd Floor #36 · White Plains, NY 10601 · (914) 222-0503 · Financial planningCRD 334596 · % of assets, Hourly charges, Fixed fees · $140,249 AUMState registeredNo commissions reportedLyonross Capital Management, LLC50 Main Street, Suite 1240 · White Plains, NY 10606 · (212) 218-3950 · Flat / fixed feesCRD 156637 · % of assets, Fixed fees, Performance-based fees · $880.5 million AUMSEC registeredNo commissions reportedMadison Advisory Services, INC.10 New King St, Suite 104 · White Plains, NY 10604 · (914) 328-8558 · Financial planningCRD 132386 · % of assets, Hourly charges, Fixed fees · $509.7 million AUMSEC registeredNo commissions reportedMatrix Asset Advisors INC10 Bank Street, Suite 590 · White Plains, NY 10606 · (212) 486-2004 · Financial planningCRD 107408 · % of assets, Fixed fees, Other · $1.4 billion AUMSEC registeredNo commissions reportedPrato Capital Management70 Gedney Way · White Plains, NY 10605 · (914) 930-6871 · Financial planningCRD 289917 · % of assets, Hourly charges, Fixed fees · $224.6 million AUMSEC registeredNo commissions reportedPrism Planning and Solutions Group777 Westchester Ave., Suite 101 · White Plains, NY 10604 · (914) 831-3050 · Financial planningCRD 340003 · % of assets, Fixed fees · $157.0 million AUMSEC registeredNo commissions reportedYoshida Wealth Management, INC.50 Main Street, Suite 1000 · White Plains, NY 10606 · (212) 687-7886 · Financial planningCRD 305049 · % of assets, Hourly charges, Fixed fees · $17.0 million AUMState registeredNo commissions reported