Fee-OnlyFinder

Flat / fixed fees in Newtown, PA

8 advisers in Newtown 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 8

46 Peaks Investment Advisory Group760 Newtown Yardley Road, Suite 114 · Newtown, PA 18940 · (215) 497-8310 · Financial planningCRD 306902 · % of assets, Fixed fees · $272.1 million AUMSEC registeredNo commissions reportedCrossgate Wealth Advisors, LLC125 Pheasant Run, Suite 100 · Newtown, PA 18940 · (215) 860-2234 · Financial planningCRD 121856 · % of assets, Hourly charges, Fixed fees · $271.9 million AUMSEC registeredNo commissions reportedInnova Wealth Partners, LLC12 Terry Drive, Suite 203 · Newtown, PA 18940 · (888) 270-1574 · Financial planningCRD 168500 · % of assets, Fixed fees · $288.2 million AUMSEC registeredNo commissions reportedInsight Advisors, LLC10 N. State Street · Newtown, PA 18940 · (215) 550-6011 · Financial planningCRD 168057 · % of assets, Hourly charges, Fixed fees · $785.6 million AUMSEC registeredNo commissions reportedJmac Enterprises LLC201 South State St, Suite 2a · Newtown, PA 18940 · (267) 753-7066 · Financial planningCRD 312710 · % of assets, Fixed fees · $722.4 million AUMSEC registeredNo commissions reportedMain Street Financial Solutions, LLC104 Pheasant Run, Suite 103 · Newtown, PA 18940 · (215) 259-5021 · Financial planningCRD 305834 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedPaladin Retirement Advisors532 Durham Rd, Ste 101 · Newtown, PA 18940 · (215) 860-3101 · Financial planningCRD 333662 · % of assets, Fixed fees · $11.6 million AUMState registeredNo commissions reportedThrift Financial, INC.12 Penns Trail, Suite 104 · Newtown, PA 18940 · (215) 234-3074 · Financial planningCRD 314917 · % of assets, Hourly charges, Fixed fees · $42.0 million AUMState registeredNo commissions reported