Fee-OnlyFinder

Flat / fixed fees in Lancaster, PA

15 advisers in Lancaster 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 15

Atwater Malick201 Granite Run Drive, Suite 290 · Lancaster, PA 17601 · (717) 400-1505 · Financial planningCRD 147972 · % of assets, Hourly charges, Fixed fees · $687.4 million AUMSEC registeredNo commissions reportedChestnut Street Investment Counsel, LLC144 East Chestnut Street · Lancaster, PA 17602 · (717) 947-3850 · Financial planningCRD 309741 · % of assets, Hourly charges, Fixed fees · $119.5 million AUMSEC registeredNo commissions reportedEagle Rock Financial Advisers, LTD.2501 Oregon Pike, Suite 104 · Lancaster, PA 17601 · (717) 569-4577 · Financial planningCRD 125749 · % of assets, Hourly charges, Fixed fees · $48.9 million AUMState registeredNo commissions reportedFaithward Advisors, LLC275 Hess Boulevard, Suite 100 · Lancaster, PA 17601 · (717) 560-8300 · Financial planningCRD 116978 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedFaithward Capital275 Hess Boulevard, Suite 202 · Lancaster, PA 17601 · (844) 970-4055 · Flat / fixed feesCRD 305092 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedHershey Financial Advisers, LLC120 North Pointe Blvd, Suite 300 · Lancaster, PA 17601 · (717) 295-8888 · Financial planningCRD 149907 · % of assets, Hourly charges, Fixed fees · $151.7 million AUMSEC registeredNo commissions reportedLife Stewardship Advisors24 B East Roseville Road · Lancaster, PA 17601 · (717) 560-2813 · Financial planningCRD 169299 · % of assets, Hourly charges, Fixed fees · $16.9 million AUMState registeredNo commissions reportedOmicron Advisors, LLC300 Granite Run Drive, Suite 120 · Lancaster, PA 17601 · (302) 453-9662 · Financial planningCRD 165250 · % of assets, Hourly charges, Fixed fees · $151.2 million AUMSEC registeredNo commissions reportedPersonal Wealth Advisory, LLC630 Delp Road, Suite 100 · Lancaster, PA 17601 · (717) 735-1170 · Financial planningCRD 125259 · Hourly charges, Fixed feesState registeredNo commissions reportedPsi Capital Management147 North Shippen Street · Lancaster, PA 17602 · (717) 207-7123 · Financial planningCRD 117105 · % of assets, Hourly charges, Fixed fees · $384.8 million AUMSEC registeredNo commissions reported
Rkl Private Wealth1800 Fruitville Pike · Lancaster, PA 17601 · (717) 399-1700 · Financial planningCRD 122693 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedRodgers & Associates2025 Lititz Pike · Lancaster, PA 17601 · (717) 560-3800 · Financial planningCRD 121700 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedRowley Financial600j Eden Road, Suite 4 · Lancaster, PA 17601 · (717) 509-6060 · Financial planningCRD 326723 · % of assets, Hourly charges, Fixed fees · $97.9 million AUMState registeredNo commissions reportedSequinox Wealth Management, LLC941 Wheatland Ave., Suite 101 · Lancaster, PA 17603 · (717) 397-7957 · Financial planningCRD 335246 · % of assets, Fixed fees · $160.0 million AUMSEC registeredNo commissions reportedVantus Wealth415 North Prince Street, Suite 200 · Lancaster, PA 17603 · (844) 682-6887 · Financial planningCRD 337216 · % of assets, Hourly charges, Fixed fees · $439.8 million AUMSEC registeredNo commissions reported