Fee-OnlyFinder

Flat / fixed fees in Berwyn, PA

11 advisers in Berwyn 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

AC Wealth Partners1000 Chesterbrook Boulevard, Suite 102 · Berwyn, PA 19312 · (800) 461-3205 · Financial planningCRD 326708 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedCarnegie Wealth Management, LLC850 Cassatt Road, Suite 225 · Berwyn, PA 19312 · (610) 640-4300 · Financial planningCRD 290430 · % of assets, Fixed fees · $357.1 million AUMSEC registeredNo commissions reportedChartwell Investment Partners, LLC1205 Westlakes Drive, Suite 100 · Berwyn, PA 19312 · (610) 296-1400 · Flat / fixed feesCRD 170335 · % of assets, Fixed fees · $13.0 billion AUMSEC registeredNo commissions reportedEllis Investment Partners, LLC920 Cassatt Road, 200 Berwyn Park, Suite 115 · Berwyn, PA 19312 · (484) 320-6300 · Financial planningCRD 157669 · % of assets, Hourly charges, Fixed fees · $986.8 million AUMSEC registeredNo commissions reportedEnvestnet Pmc1000 Chesterbrook Boulevard, Suite 250 · Berwyn, PA 19312 · (312) 827-2800 · Flat / fixed feesCRD 111694 · % of assets, Subscription fees, Fixed fees · $614.9 billion AUMSEC registeredNo commissions reportedEnvestnet Portfolio Solutions, INC.1000 Chesterbrook Boulevard, Suite 250 · Berwyn, PA 19312 · (312) 827-2800 · Flat / fixed feesCRD 109662 · % of assets, Subscription fees, Fixed fees · $17.3 billion AUMSEC registeredNo commissions reportedGoal Quest Advisors, LLC1000 Westlakes Drive, Suite 130 · Berwyn, PA 19312 · (484) 602-5941 · Financial planningCRD 159361 · % of assets, Hourly charges, Fixed fees · $109.1 million AUMState registeredNo commissions reportedGreat Valley Advisor Group, LLC920 Cassatt Road, Suite 202 · Berwyn, PA 19312 · (610) 296-7630 · Financial planningCRD 123913 · % of assets, Hourly charges, Fixed fees · $10.6 billion AUMSEC registeredNo commissions reportedRolek Retirement Planning1055 Westlakes Drive, Suite 300 · Berwyn, PA 19312 · (267) 427-5667 · Financial planningCRD 285351 · % of assets, Fixed fees · $239.2 million AUMSEC registeredNo commissions reportedSterling Investment Advisors LTD.1055 Westlakes Drive, Suite 150 · Berwyn, PA 19312 · (610) 560-0400 · Financial planningCRD 140710 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedTrinity Wealth Management, LLC899 Cassatt Road, Suite 120 · Berwyn, PA 19312 · (610) 296-2020 · Financial planningCRD 169216 · % of assets, Hourly charges, Fixed fees · $399.2 million AUMSEC registeredNo commissions reported