Fee-OnlyFinder

Flat / fixed fees in Toledo, OH

5 advisers in Toledo 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

Alan B. Lancz & Associates, INC.3435 N Holland Sylvania Rd · Toledo, OH 43615 · (419) 536-5200 · Financial planningCRD 105363 · % of assets, Hourly charges, Fixed fees · $175.4 million AUMSEC registeredNo commissions reportedCandela Financial6800 W Central Ave, Suite L2 · Toledo, OH 43617 · (419) 299-6842 · Financial planningCRD 335785 · % of assets, Hourly charges, Fixed fees · $20,900 AUMState registeredNo commissions reportedCroak Capital432 N Superior St. · Toledo, OH 43604 · (419) 464-7000 · Financial planningCRD 297666 · % of assets, Hourly charges, Fixed fees · $363.9 million AUMSEC registeredNo commissions reportedKmg Fiduciary Partners, LLC7530 Kings Pointe Road · Toledo, OH 43617 · (419) 517-8040 · Financial planningCRD 298331 · % of assets, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedReinhart Asset Management LLC327 16th Street · Toledo, OH 43604 · (419) 242-5956 · Hourly feesCRD 133632 · % of assets, Hourly charges, Fixed fees · $2.9 million AUMState registeredNo commissions reported