Fee-OnlyFinder

Flat / fixed fees in Springboro, OH

3 advisers in Springboro 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 3

Axim Planning & Wealth4 Sycamore Creek Drive · Springboro, OH 45066 · (937) 291-2060 · Financial planningCRD 319618 · % of assets, Fixed fees · $127.2 million AUMSEC registeredNo commissions reportedFinancial Counseling, INC.582 N. Main St. · Springboro, OH 45066 · (937) 748-8710 · Financial planningCRD 119969 · % of assets, Hourly charges, Fixed fees · $100.1 million AUMSEC registeredNo commissions reportedInvest Capital Partners550 S. Main Street · Springboro, OH 45066 · (937) 557-3200 · Financial planningCRD 287987 · % of assets, Hourly charges, Fixed fees · $271.9 million AUMSEC registeredNo commissions reported