Fee-OnlyFinder

Flat / fixed fees in Downingtown, PA

4 advisers in Downingtown 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

Bruton Chisnell Advisors, LLC521 East Lancaster Avenue · Downingtown, PA 19335 · (610) 518-3900 · Financial planningCRD 293192 · % of assets, Hourly charges, Fixed fees · $772.5 million AUMSEC registeredNo commissions reportedEagle Investment Advisors131 Wallace Avenue, Suite 14 · Downingtown, PA 19335 · (610) 269-0269 · Flat / fixed feesCRD 144094 · % of assets, Fixed fees · $186.1 million AUMSEC registeredNo commissions reportedGroundwork Wealth Management, LLC131 Wallace Ave, Suite 14 · Downingtown, PA 19335 · (484) 872-8573 · Financial planningCRD 170331 · % of assets, Fixed fees · $39.3 million AUMState registeredNo commissions reportedRevisionist Wealth Advisors, LLC107 E Lancaster Ave · Downingtown, PA 19335 · (484) 517-4422 · Financial planningCRD 299706 · % of assets, Hourly charges, Fixed fees · $17.1 million AUMState registeredNo commissions reported