Flat / fixed fees in Chadds Ford, PA

3 advisers in Chadds Ford 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

Chadds Ford Wealth Partners, LLC225 Wilmington West Chester Pike, Suite 200 · Chadds Ford, PA 19317 · (484) 273-0995 · Financial planningCRD 304159 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reported Dt Investment Partners, LLCBrandywine Five, 1 Dickinson Drive, Suite 103 · Chadds Ford, PA 19317 · (484) 778-4425 · Financial planningCRD 157646 · % of assets, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reported Smithbridge Asset Management, INC.116 Commons Court · Chadds Ford, PA 19317 · (610) 361-9141 · Financial planningCRD 106261 · % of assets, Hourly charges, Fixed fees · $830.7 million AUMSEC registeredNo commissions reported