Flat / fixed fees in West Chester, OH

3 advisers in West Chester 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

Capital Advisory Services, LLC8240 Beckett Park Drive, Suite B · West Chester, OH 45069 · (513) 942-7000 · Financial planningCRD 121227 · % of assets, Fixed fees · $90.3 million AUMState registeredNo commissions reported Ironkoor Retirement, LLC9624 Cincinnati Columbus Rd., Suite 212 · West Chester, OH 45241 · (513) 953-9338 · Financial planningCRD 327162 · % of assets, Fixed fees · $14.6 million AUMState registeredNo commissions reported Meyer Gates Financial Advisors, INC9078 Union Centre Blvd., Suite 350 · West Chester, OH 45069 · (937) 220-4915 · Financial planningCRD 125046 · % of assets, Fixed fees · $168.7 million AUMSEC registeredNo commissions reported