Fee-OnlyFinder

Flat / fixed fees in Medina, OH

5 advisers in Medina 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 5

First Mason Financial, LLC33 Public Square · Medina, OH 44256 · (330) 722-5777 · Financial planningCRD 145025 · % of assets, Fixed fees · $185.7 million AUMSEC registeredNo commissions reportedGjw Investment Adviser LLC3265 Hardwood Hollow Road · Medina, OH 44256 · (330) 723-7241 · Financial planningCRD 135511 · % of assets, Hourly charges, Fixed fees · $5.3 million AUMState registeredNo commissions reportedOda and Company, INC.416 West Liberty Street · Medina, OH 44256 · (330) 725-8911 · Financial planningCRD 119952 · % of assets, Hourly charges, Fixed fees · $125.6 million AUMSEC registeredNo commissions reportedRiver Wealth Management LLC5054 Paramount Blvd. · Medina, OH 44256 · (216) 600-8175 · Financial planningCRD 309167 · % of assets, Fixed fees · $86.4 million AUMState registeredNo commissions reportedVictory Financial Services LLC3637 Medina Rd, Suite 345c · Medina, OH 44256 · (330) 331-4447 · Financial planningCRD 291184 · % of assets, Hourly charges, Fixed fees · $13.7 million AUMState registeredNo commissions reported