Fee-OnlyFinder

Flat / fixed fees in Doylestown, PA

7 advisers in Doylestown 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 7

Archetype Advisors, LLC72 East State Street · Doylestown, PA 18901 · (215) 558-5500 · Financial planningCRD 156527 · % of assets, Fixed fees · $260.0 million AUMSEC registeredNo commissions reportedAventine Financial Group4259 West Swamp Road, Suite 302 · Doylestown, PA 18902 · (212) 269-2512 · Financial planningCRD 292390 · % of assets, Hourly charges, Fixed fees · $153.1 million AUMSEC registeredNo commissions reportedClear Capital Management LP196 West Ashland Street, Suite 516 · Doylestown, PA 18901 · (844) 890-6900 · Financial planningCRD 172209 · % of assets, Hourly charges, Fixed fees · $61.3 million AUMState registeredNo commissions reportedKohlhepp Investment Advisors, LTD.3655 Route 202, Suite 100 · Doylestown, PA 18902 · (215) 340-5777 · Financial planningCRD 113989 · % of assets, Hourly charges, Fixed fees · $204.6 million AUMSEC registeredNo commissions reportedOpulus16 North Franklin Street, Suite 302 · Doylestown, PA 18901 · (215) 859-8095 · Financial planningCRD 304763 · % of assets, Hourly charges, Fixed fees · $104.9 million AUMSEC registeredNo commissions reportedTrident Advisors INC76 East State St. · Doylestown, PA 18901 · (215) 489-5383 · Flat / fixed feesCRD 108920 · % of assets, Fixed fees · $116.9 million AUMSEC registeredNo commissions reportedVama Oak Wealth, LLC196 W Ashland St · Doylestown, PA 18901 · (215) 809-2011 · Financial planningCRD 328023 · % of assets, Fixed fees · $91.2 million AUMState registeredNo commissions reported