Fee-OnlyFinder

Flat / fixed fees in Dayton, OH

11 advisers in Dayton 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 11

Anderson Financial Strategies, LLC2500 Stratacache Tower, 40 N Main St. · Dayton, OH 45423 · (855) 237-4545 · Financial planningCRD 290343 · % of assets, Hourly charges, Fixed fees · $402.1 million AUMSEC registeredNo commissions reportedBlake Schutter Theil Wealth Advisors, LLC7777 Washington Village Dr., Suite 120 · Dayton, OH 45459 · (937) 956-7875 · Financial planningCRD 292661 · % of assets, Hourly charges, Fixed fees · $459.5 million AUMSEC registeredNo commissions reportedBorland Marker7001 Corporate Way · Dayton, OH 45459 · (937) 434-7736 · Financial planningCRD 328726 · % of assets, Hourly charges, Fixed fees · $98.0 million AUMState registeredNo commissions reportedDemma-Novak Wealth Management261 Regency Ridge Drive · Dayton, OH 45459 · (937) 523-0029 · Financial planningCRD 172311 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedDover Partners INC476 Windsor Park Dr. · Dayton, OH 45459 · (937) 299-4105 · Flat / fixed feesCRD 105133 · % of assets, Fixed fees · $508.6 million AUMSEC registeredNo commissions reportedEhmli Investment Advisors LLC7026 Corporate Way, Suite 111 · Dayton, OH 45459 · (937) 312-9699 · Financial planningCRD 137273 · % of assets, Hourly charges, Fixed fees · $31.2 million AUMState registeredNo commissions reportedJessup Wealth Management35 Park Avenue · Dayton, OH 45419 · (937) 938-9105 · Financial planningCRD 323035 · % of assets, Hourly charges, Fixed fees · $360.2 million AUMSEC registeredNo commissions reportedMfh Investments INC.2331 Far Hills Ave. #200 · Dayton, OH 45419 · (937) 271-1467 · Financial planningCRD 121228 · % of assets, Hourly charges, Fixed fees · $30.5 million AUMState registeredNo commissions reportedMonetary Solutions, LTD.3066 Kettering Blvd · Dayton, OH 45439 · (937) 297-1140 · Financial planningCRD 121217 · % of assets, Hourly charges, Fixed fees · $139.7 million AUMSEC registeredNo commissions reportedThe Davenport Financial Group, INC.267 Regency Ridge Drive · Dayton, OH 45459 · (937) 298-3113 · Financial planningCRD 282200 · % of assets, Fixed fees · $21.7 million AUMState registeredNo commissions reportedTudor Financial, INC.8111 Timberlodge Trail · Dayton, OH 45458 · (937) 439-9292 · Financial planningCRD 121495 · % of assets, Hourly charges, Fixed fees · $256.3 million AUMSEC registeredNo commissions reported