Fee-OnlyFinder

Flat / fixed fees in Jenkintown, PA

3 advisers in Jenkintown 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

Alvin Clay Financial Advisors, LLC309 York Road, Suite 215 · Jenkintown, PA 19046 · (267) 626-2382 · Financial planningCRD 226655 · % of assets, Fixed fees · $186.6 million AUMSEC registeredNo commissions reportedDucharme Wealth Advisors, LLC610 Old York Road, Suite 400 · Jenkintown, PA 19046 · (717) 609-6311 · Financial planningCRD 324659 · % of assets, Hourly charges, Fixed fees · $15.2 million AUMState registeredNo commissions reportedThe Aranda Group Advisors, LLC724 Old York Road · Jenkintown, PA 19046 · (215) 576-6666 · Financial planningCRD 302100 · % of assets, Fixed fees · $233.7 million AUMSEC registeredNo commissions reported