Flat / fixed fees in Blue Bell, PA

4 advisers in Blue Bell 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 4

Amplius Wealth Advisors1787 Sentry Parkway West, Veva 16, Suite 100 · Blue Bell, PA 19422 · (215) 310-7770 · Financial planningCRD 312463 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reported Blue Bell Private Wealth Management, LLCBlue Bell Executive Campus, 470 Norristown Road, Suite 305 · Blue Bell, PA 19422 · (610) 825-3540 · Financial planningCRD 134184 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reported Coombs Wealth Advisory, LLC490 Norristown Road, Suite 250 · Blue Bell, PA 19422 · (610) 825-3848 · Financial planningCRD 281132 · % of assets, Fixed fees · $139.6 million AUMSEC registeredNo commissions reported Im Wealth Partners3 Valley Square, Suite 110 · Blue Bell, PA 19422 · (610) 650-1848 · Financial planningCRD 307379 · % of assets, Hourly charges, Fixed fees · $123.9 million AUMSEC registeredNo commissions reported