Fee-OnlyFinder

Flat / fixed fees in Conshohocken, PA

10 advisers in Conshohocken 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 10

Addison Capital20 Ash Street, Suite 330 · Conshohocken, PA 19428 · (215) 563-6919 · Financial planningCRD 144853 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedArin Risk Advisors LLC1100 East Hector Street, Suite 215 · Conshohocken, PA 19428 · (610) 822-3400 · Financial planningCRD 151491 · % of assets, Hourly charges, Fixed fees · $10.2 billion AUMSEC registeredNo commissions reportedCompass Ion Advisors, LLC300 Conshohocken State Road, Suite 230 · Conshohocken, PA 19428 · (610) 228-2200 · Financial planningCRD 166418 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedHornor, Townsend & Kent, LLC161 Washington Street · Conshohocken, PA 19428 · (215) 957-7300 · Financial planningCRD 4031 · % of assets, Hourly charges, Fixed fees · $9.0 billion AUMSEC registeredNo commissions reportedIronview Capital Management, LLC200 Barr Harbor Drive, Suite 400 · Conshohocken, PA 19428 · (215) 793-0111 · Financial planningCRD 150250 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedKitching Partners, LLC555 E North Lane, Suite 5045 · Conshohocken, PA 19428 · (267) 209-0830 · Financial planningCRD 325042 · % of assets, Fixed fees · $645.9 million AUMSEC registeredNo commissions reportedMma Asset Management LLC161 Washington Street, Suite 1200 · Conshohocken, PA 19428 · (610) 684-3200 · Financial planningCRD 155426 · % of assets, Hourly charges, Fixed fees · $787.8 million AUMSEC registeredNo commissions reportedPitcairnEight Tower Bridge, 161 Washington Street, Suite 801 · Conshohocken, PA 19428 · (215) 881-6144 · Financial planningCRD 333260 · % of assets, Hourly charges, Fixed fees · $5.9 billion AUMSEC registeredNo commissions reportedPowers Capital Management1024 Fayette St, Rear Entrance · Conshohocken, PA 19428 · (215) 908-2839 · Financial planningCRD 301914 · % of assets, Fixed fees · $43.9 million AUMState registeredNo commissions reportedWealthfd555 E North Lane, Suite 6075 · Conshohocken, PA 19428 · (215) 671-6660 · Financial planningCRD 299248 · % of assets, Hourly charges, Fixed fees · $87.8 million AUMSEC registeredNo commissions reported