Fee-OnlyFinder

Flat / fixed fees in Independence, OH

13 advisers in Independence 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 13

Appaloosa Wealth Management LLCCrown Centre 5005 Rockside Road, Suite 600 · Independence, OH 44131 · (216) 573-3725 · Financial planningCRD 169935 · % of assets, Hourly charges, Fixed fees · $88.6 million AUMState registeredNo commissions reportedBurns Financial Advisors, INC.5005 Rockside Road Suite 600 · Independence, OH 44131 · (216) 573-3737 · Flat / fixed feesCRD 111826 · % of assets, Fixed fees, Performance-based fees · $10.1 million AUMState registeredNo commissions reportedFairway Wealth Management LLC6055 Rockside Woods Blvd., Suite 330 · Independence, OH 44131 · (216) 573-7200 · Financial planningCRD 311031 · % of assets, Hourly charges, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedGatepass Capital, LLC5005 Rockside Road, Suite 230 · Independence, OH 44131 · (833) 428-3727 · Financial planningCRD 329404 · % of assets, Fixed fees, Performance-based fees · $299.1 million AUMSEC registeredNo commissions reportedGateway Asset Management, LLC2 Summit Park Drive, Suite 100 · Independence, OH 44131 · (440) 484-3258 · Financial planningCRD 311521 · % of assets, Hourly charges, Fixed fees · $70.6 million AUMState registeredNo commissions reportedIndependence Wealth Advisors, LLC6100 Oak Tree Blvd South, Suite 130 · Independence, OH 44131 · (216) 268-3888 · Financial planningCRD 306236 · % of assets, Fixed fees · $210.3 million AUMSEC registeredNo commissions reportedKedzior Wealth Management LLC4500 Rockside Road, Suite 440 · Independence, OH 44131 · (216) 264-4395 · Financial planningCRD 289293 · % of assets, Fixed fees · $85.0 million AUMState registeredNo commissions reportedPeck & Associates, LLC6060 Rockside Woods Blvd, Suite 125 · Independence, OH 44131 · (216) 520-1323 · Financial planningCRD 121055 · % of assets, Hourly charges, Fixed fees · $8.7 million AUMState registeredNo commissions reportedPrasad Wealth Partners6050 Oak Tree Blvd., Suite 100 · Independence, OH 44131 · (216) 313-9999 · Financial planningCRD 332507 · % of assets, Fixed fees · $572.1 million AUMSEC registeredNo commissions reportedRiverview Research, LLC6595 Brecksville Road, Suite 3 · Independence, OH 44131 · (216) 573-0420 · Flat / fixed feesCRD 162318 · % of assets, Fixed fees · $990.8 million AUMSEC registeredNo commissions reported
Spinnaker Financial Group, LLC5005 Rockside Road, Suite 600-103 · Independence, OH 44131 · (888) 615-4101 · Financial planningCRD 165279 · % of assets, Fixed fees · $59.4 million AUMState registeredNo commissions reportedStrategic Wealth Partners, LTD.5005 Rockside Road, Suite 1200 · Independence, OH 44131 · (216) 800-9000 · Financial planningCRD 148586 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedTempo Wealth6133 Rockside Road, Building II, Suite 400 · Independence, OH 44131 · (440) 568-3676 · Financial planningCRD 336316 · % of assets, Fixed fees · $804.3 million AUMSEC registeredNo commissions reported