Fee-OnlyFinder

Flat / fixed fees in Erie, PA

9 advisers in Erie 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 9

Bishop & Company Investment Management, LLC1250 Tower Lane, Suite 101 · Erie, PA 16505 · (814) 314-0344 · Financial planningCRD 146448 · % of assets, Hourly charges, Fixed fees · $440.8 million AUMSEC registeredNo commissions reportedElite Life Management LLC2725 Colonial Ave · Erie, PA 16505 · (814) 836-5776 · Financial planningCRD 310917 · % of assets, Fixed fees · $147.0 million AUMSEC registeredNo commissions reportedEvident Financial302 French Street · Erie, PA 16507 · (814) 425-5182 · Financial planningCRD 281661 · % of assets, Hourly charges, Fixed fees · $149.7 million AUMSEC registeredNo commissions reportedHbks Wealth Advisors2725 Colonial Ave · Erie, PA 16506 · (814) 836-5776 · Financial planningCRD 112139 · % of assets, Hourly charges, Fixed fees · $7.7 billion AUMSEC registeredNo commissions reportedI.m.s. Wealth Management, LLC359 West 26th Street · Erie, PA 16508 · (814) 454-1133 · Financial planningCRD 164717 · % of assets, Hourly charges, Fixed fees · $38.4 million AUMState registeredNo commissions reportedMarsden Capital Management, LLC.1103 Powell Avenue · Erie, PA 16505 · (814) 836-1800 · Flat / fixed feesCRD 111692 · % of assets, Fixed fees · $94.9 million AUMState registeredNo commissions reportedOne-Up Financial1545 West 38th Street · Erie, PA 16508 · (814) 325-2699 · Financial planningCRD 333778 · % of assets, Fixed fees · $107.5 million AUMSEC registeredNo commissions reportedProvident Wealth Management INC3527 West 26th Street · Erie, PA 16506 · (814) 455-7523 · Financial planningCRD 107021 · % of assets, Hourly charges, Fixed fees · $25.7 million AUMState registeredNo commissions reportedRobbins Wealth Management3939 West Ridge Road, Suite C2 · Erie, PA 16506 · (814) 838-4185 · Financial planningCRD 106088 · % of assets, Hourly charges, Fixed fees · $241.7 million AUMSEC registeredNo commissions reported