Flat / fixed fees in Upper Arlington, OH

3 advisers in Upper Arlington 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

Kovalcik & Geraghty Wealth Partners LLP2074 Arlington Avenue · Upper Arlington, OH 43221 · (614) 222-4888 · Financial planningCRD 159811 · % of assets, Hourly charges, Fixed fees · $299.1 million AUMSEC registeredNo commissions reported Tcp Asset Management, LLC5000 Horizons Drive · Upper Arlington, OH 43220 · (614) 761-9378 · Financial planningCRD 286037 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reported Welspire LLC2400 Cambridge Boulevard · Upper Arlington, OH 43221 · (614) 745-1696 · Financial planningCRD 176518 · % of assets, Fixed fees · $26.5 million AUMState registeredNo commissions reported