Fee-OnlyFinder

Flat / fixed fees in Media, PA

6 advisers in Media 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 6

Foundation Wealth Management, LLC9 West Third Street · Media, PA 19063 · (610) 548-7170 · Financial planningCRD 168270 · % of assets, Fixed fees · $411.9 million AUMSEC registeredNo commissions reportedMembers Wealth LLC1 South Olive Steet, Suite 1c · Media, PA 19063 · (267) 367-5453 · Financial planningCRD 323778 · % of assets, Fixed fees · $279.6 million AUMSEC registeredNo commissions reportedObrien Greene & CO INC218 W. State Street · Media, PA 19063 · (610) 891-7880 · Financial planningCRD 110281 · % of assets, Hourly charges, Fixed fees · $464.3 million AUMSEC registeredNo commissions reportedRose Valley Asset Management LLC230 N. Monroe Street, Suite 200 · Media, PA 19063 · (610) 544-0900 · Financial planningCRD 141671 · % of assets, Hourly charges, Fixed fees · $99.8 million AUMState registeredNo commissions reportedStone Pine Financial Partners200 E State Street, Ste 100 · Media, PA 19063 · (610) 565-9181 · Financial planningCRD 175287 · % of assets, Fixed fees · $256.8 million AUMSEC registeredNo commissions reportedWealthwise Advisors1100 North Providence Rd., Suite 100 · Media, PA 19063 · (610) 285-9883 · Financial planningCRD 158262 · % of assets, Fixed fees · $15.7 million AUMState registeredNo commissions reported