Fee-OnlyFinder

Flat / fixed fees in Beachwood, OH

10 advisers in Beachwood 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 10

Cm Wealth Advisors LLC2000 Auburn Drive, Suite 400 · Beachwood, OH 44122 · (216) 831-9667 · Financial planningCRD 119467 · % of assets, Hourly charges, Fixed fees · $3.6 billion AUMSEC registeredNo commissions reportedKosmin Wealth Management23811 Chagrin Blvd, Suite 100 · Beachwood, OH 44122 · (216) 595-1995 · Financial planningCRD 298138 · % of assets, Hourly charges, Fixed fees · $17.6 million AUMState registeredNo commissions reportedNorth Star Advisory Group, LLC2000 Auburn Drive, Suite 415 · Beachwood, OH 44122 · (216) 202-0202 · Financial planningCRD 171694 · % of assets, Hourly charges, Fixed fees · $289.1 million AUMSEC registeredNo commissions reportedOncenter Financial Advisors LLC400 Park Avenue, Suite 409 · Beachwood, OH 44122 · (216) 296-7373 · Financial planningCRD 168013 · % of assets, Hourly charges, Fixed fees · $54.6 million AUMState registeredNo commissions reportedOneseven24400 Chagrin Blvd., Suite 310 · Beachwood, OH 44122 · (216) 865-1700 · Financial planningCRD 283087 · % of assets, Hourly charges, Fixed fees · $7.7 billion AUMSEC registeredNo commissions reportedOrg Portfolio Management LLC3201 Enterprise Parkway, Suite 150 · Beachwood, OH 44122 · (216) 468-0055 · Hourly feesCRD 130198 · % of assets, Hourly charges, Fixed fees · $6.4 billion AUMSEC registeredNo commissions reportedStratos Wealth Advisors LLC3750 Park East Drive, Suite 200 · Beachwood, OH 44122 · (440) 519-2500 · Financial planningCRD 283816 · % of assets, Hourly charges, Fixed fees · $5.6 billion AUMSEC registeredNo commissions reportedStratos Wealth Partners, LTD3750 Park East Dr, Ste 200 · Beachwood, OH 44122 · (440) 519-2500 · Financial planningCRD 153184 · % of assets, Hourly charges, Fixed fees · $18.6 billion AUMSEC registeredNo commissions reportedTidmore Retirement Planning Specialists2000 Auburn Drive, Suite 200 · Beachwood, OH 44122 · (440) 498-1396 · Financial planningCRD 121028 · % of assets, Fixed fees, Other · $112.9 million AUMSEC registeredNo commissions reportedWinslow Asset Management INC3333 Richmond Rd #180 · Beachwood, OH 44122 · (216) 360-4700 · Flat / fixed feesCRD 106337 · % of assets, Fixed fees · $626.7 million AUMSEC registeredNo commissions reported