Flat / fixed fees in Woodbury, NY

3 advisers in Woodbury 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

Consolidated Portfolio Review Corp125 Froehlich Farm Blvd. · Woodbury, NY 11797 · (631) 845-5100 · Financial planningCRD 112694 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reported Vanderbilt Advisory Services125 Froehlich Farm Blvd. · Woodbury, NY 11797 · (631) 845-5100 · Financial planningCRD 116537 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reported Veneroso Wealth Management1000 Woodbury Rd Suite 404 · Woodbury, NY 11797 · (631) 559-7713 · Financial planningCRD 342014 · % of assets, Hourly charges, Fixed fees · $298.8 million AUMSEC registeredNo commissions reported