Fee-OnlyFinder

Flat / fixed fees in Westlake, OH

11 advisers in Westlake 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 11

Athletes Financial Advisers, LLC159 Crocker Park Blvd., Suite 400 · Westlake, OH 44145 · (949) 776-3310 · Financial planningCRD 284993 · % of assets, Fixed fees · $67.1 million AUMState registeredNo commissions reportedBalanced Wealth Group LLC1991 Crocker Road, Suite 300 · Westlake, OH 44145 · (440) 871-6501 · Financial planningCRD 328007 · % of assets, Hourly charges, Fixed fees · $494.1 million AUMSEC registeredNo commissions reportedCleveland Retirement Planning LLC1991 Crocker Road,, Suite 600 · Westlake, OH 44145 · (216) 801-4874 · Financial planningCRD 308911 · % of assets, Fixed fees · $48.8 million AUMState registeredNo commissions reportedCornerstone Wealth Management27366 Center Ridge Road · Westlake, OH 44145 · (440) 899-4000 · Financial planningCRD 106950 · % of assets, Hourly charges, Fixed fees · $628.7 million AUMSEC registeredNo commissions reportedDefiant Financial Services LLC30400 Detroit Road, Suite 305 · Westlake, OH 44145 · (440) 385-0208 · Financial planningCRD 314403 · % of assets, Hourly charges, Fixed fees · $83.2 million AUMState registeredNo commissions reportedJps Financial, LLC2001 Crocker Road, Suite 530 · Westlake, OH 44145 · (440) 899-6350 · Financial planningCRD 169208 · % of assets, Hourly charges, Fixed fees · $377.0 million AUMSEC registeredNo commissions reportedKeystone Financial Planning, INC1991 Crocker Road, Suite 204 · Westlake, OH 44145 · (440) 234-6323 · Financial planningCRD 104640 · % of assets, Fixed fees · $406.9 million AUMSEC registeredNo commissions reportedKinetic Wealth Investment Advisors, LLC28045 Clemens Rd, Suite D · Westlake, OH 44145 · (440) 250-9500 · Financial planningCRD 311536 · % of assets, Hourly charges, Fixed fees · $214.5 million AUMSEC registeredNo commissions reportedLesjak Planning, LLC1991 Crocker Rd, Suite 575 · Westlake, OH 44145 · (440) 871-9500 · Financial planningCRD 110090 · % of assets, Hourly charges, Fixed fees · $396.0 million AUMSEC registeredNo commissions reportedMichael Brady & CO., LLC28871 Center Ridge Road, Suite 102 · Westlake, OH 44145 · (440) 235-2100 · Financial planningCRD 130093 · % of assets, Fixed fees · $248.6 million AUMSEC registeredNo commissions reportedProsperity Capital Advisors30400 Detroit Road, Suite 201 · Westlake, OH 44145 · (888) 240-0064 · Financial planningCRD 156480 · % of assets, Hourly charges, Fixed fees · $4.4 billion AUMSEC registeredNo commissions reported