Flat / fixed fees in Mechanicsburg, PA

4 advisers in Mechanicsburg 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 4

Avantra Family Wealth, INC.100 Sterling Parkway, Suite 107 · Mechanicsburg, PA 17050 · (717) 276-1501 · Financial planningCRD 288209 · % of assets, Hourly charges, Fixed fees · $221.6 million AUMSEC registeredNo commissions reported Guardian Asset Advisors, LLC5000 Ritter Rd, Suite 202 · Mechanicsburg, PA 17055 · (717) 691-3003 · Financial planningCRD 144958 · % of assets, Hourly charges, Fixed fees · $278.3 million AUMSEC registeredNo commissions reported Lifeguide Financial Advisors, LLC400 W Main St. · Mechanicsburg, PA 17055 · (717) 796-1700 · Financial planningCRD 284842 · % of assets, Hourly charges, Fixed fees · $562.9 million AUMSEC registeredNo commissions reported Stout Wealth Advisory Group, LLC555 Gettysburg Pike, Suite C-100 · Mechanicsburg, PA 17055 · (717) 761-2040 · Financial planningCRD 130631 · % of assets, Fixed fees · $38.1 million AUMState registeredNo commissions reported