Fee-OnlyFinder

Flat / fixed fees in Maumee, OH

4 advisers in Maumee 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 4

Atlantis Wealth Advisors LLC1700 Woodlands Dr., Suite 100 · Maumee, OH 43537 · (419) 794-0538 · Financial planningCRD 169956 · % of assets, Hourly charges, Fixed fees · $150.2 million AUMSEC registeredNo commissions reportedMunn Wealth Management, LLC1700 Woodlands Drive, Suite 100 · Maumee, OH 43537 · (419) 794-0536 · Financial planningCRD 174414 · % of assets, Hourly charges, Fixed fees · $242.3 million AUMSEC registeredNo commissions reportedTfo Wealth Partners1440 Arrowhead Drive · Maumee, OH 43537 · (419) 891-9999 · Financial planningCRD 124407 · % of assets, Hourly charges, Fixed fees · $5.7 billion AUMSEC registeredNo commissions reportedThe Retirement Guys Formula1700 Woodlands Drive · Maumee, OH 43537 · (419) 842-0550 · Financial planningCRD 168561 · % of assets, Hourly charges, Fixed fees · $276.9 million AUMSEC registeredNo commissions reported