Fee-OnlyFinder

Flat / fixed fees in Harrisburg, PA

5 advisers in Harrisburg 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 5

Conrad Siegel Investment Advisors501 Corporate Circle · Harrisburg, PA 17110 · (717) 652-5633 · Financial planningCRD 123560 · % of assets, Hourly charges, Fixed fees · $12.1 billion AUMSEC registeredNo commissions reportedDvb Private Wealth4800 Linglestown Road, Suite 304 · Harrisburg, PA 17112 · (717) 652-6901 · Financial planningCRD 341684 · % of assets, Fixed fees · $225.7 million AUMSEC registeredNo commissions reportedGrandview Asset Management LLC4200 Crums Mill Road, Floor 2 · Harrisburg, PA 17112 · (717) 541-1000 · Financial planningCRD 172357 · % of assets, Fixed fees · $411.7 million AUMSEC registeredNo commissions reportedRetirement Collaborative LLC2000 Linglestown Road, Suite 303 · Harrisburg, PA 17110 · (717) 395-9380 · Financial planningCRD 145733 · % of assets, Hourly charges, Fixed fees · $45.0 million AUMState registeredNo commissions reportedSevenbridge Financial Group, LLC3401 North Front Street, Suite 301 · Harrisburg, PA 17110 · (717) 775-8661 · Financial planningCRD 281037 · % of assets, Fixed fees · $731.1 million AUMSEC registeredNo commissions reported