Flat / fixed fees in New Albany, OH

4 advisers in New Albany 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

Kennon-Green & CO.5031 Forest Drive, Suite a · New Albany, OH 43054 · (614) 656-3638 · Flat / fixed feesCRD 284713 · % of assets, Fixed fees, Performance-based fees · $171.4 million AUMSEC registeredNo commissions reported Omega Capital Management LLC7775 Walton Pkwy, Suite 100 · New Albany, OH 43054 · (614) 721-4534 · Financial planningCRD 332533 · % of assets, Hourly charges, Fixed fees · $4.0 million AUMState registeredNo commissions reported Vela Investment Management, LLC220 Market Street Suite 208 · New Albany, OH 43054 · (614) 653-8352 · Financial planningCRD 306678 · % of assets, Fixed fees, Performance-based fees · $562.9 million AUMSEC registeredNo commissions reported Yfp Wealth118 E Main St. · New Albany, OH 43054 · (614) 618-5901 · Financial planningCRD 282918 · % of assets, Fixed fees · $53.2 million AUMSEC registeredNo commissions reported