Flat / fixed fees in Exton, PA

3 advisers in Exton 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

Prowell Financial Management, LLC717 Constitution Drive, Suite 102 · Exton, PA 19341 · (484) 359-4057 · Financial planningCRD 281762 · % of assets, Fixed fees · $6.9 billion AUMSEC registeredNo commissions reported Summit Group Retirement Planners, INC.431 Exton Commons · Exton, PA 19341 · (484) 467-7899 · Financial planningCRD 169823 · % of assets, Hourly charges, Fixed fees · $302.3 million AUMSEC registeredNo commissions reported Whitford Financial Planning211 Welsh Pool Road, Suite 106 · Exton, PA 19341 · (484) 881-0070 · Financial planningCRD 325988 · % of assets, Fixed fees · $18.7 million AUMState registeredNo commissions reported