Fee-OnlyFinder

Flat / fixed fees in Philadelphia, PA

21 advisers in Philadelphia 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 21

Attinger, LLC1325 N Beach St, Unit 203 · Philadelphia, PA 19125 · (215) 600-1296 · Flat / fixed feesCRD 311772 · % of assets, Fixed fees, Performance-based fees · $394.5 million AUMSEC registeredNo commissions reportedAuctus Wealth Management INC.1706 Delancey Place · Philadelphia, PA 19103 · (800) 655-7162 · Financial planningCRD 160036 · % of assets, Hourly charges, Fixed fees · $45.4 million AUMState registeredNo commissions reportedBryn Mawr Trust Advisors, LLC1818 Market Street, 22nd Floor · Philadelphia, PA 19103 · (215) 731-1820 · Financial planningCRD 285359 · % of assets, Hourly charges, Fixed fees · $3.5 billion AUMSEC registeredNo commissions reportedCorient Shc Partners (US) LPTwo Liberty Place, 50 S. 16th Street, Floor 34 · Philadelphia, PA 19102 · (610) 545-6100 · Financial planningCRD 289784 · % of assets, Fixed fees, Performance-based fees · $1.7 billion AUMSEC registeredNo commissions reportedCorient Shc Wealth Management (US) LPTwo Liberty Place, Floor 34 · Philadelphia, PA 19102 · (610) 545-6100 · Financial planningCRD 151225 · % of assets, Fixed fees, Performance-based fees · $2.3 billion AUMSEC registeredNo commissions reportedElm Wealth50 S 16th St., FL 18 Ste C · Philadelphia, PA 19102 · (888) 676-3148 · Financial planningCRD 167225 · % of assets, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedFinancial Integrity Advisors, LLC1800 Jfk Boulevard, Suite 300 · Philadelphia, PA 19103 · (215) 557-7622 · Financial planningCRD 130458 · % of assets, Hourly charges, Fixed fees · $4.0 billion AUMSEC registeredNo commissions reportedGlobal Advisers, LLC1650 Market Street, Suite 3600 · Philadelphia, PA 19103 · (800) 832-8514 · Financial planningCRD 175181 · % of assets, Hourly charges, Fixed fees · $11.1 million AUMState registeredNo commissions reportedMagnolia Private Wealth, LLC1845 Walnut Street, Suite 1601 · Philadelphia, PA 19103 · (571) 477-1375 · Financial planningCRD 324102 · % of assets, Hourly charges, Fixed fees · $272.1 million AUMSEC registeredNo commissions reportedMor Wealth Management, LLC100 E Penn Square, Suite 400 · Philadelphia, PA 19107 · (267) 930-8300 · Financial planningCRD 333022 · % of assets, Hourly charges, Fixed fees · $395.6 million AUMSEC registeredNo commissions reported
Mycio Wealth Partners, LLC3025 Jfk Blvd, Suite 710 · Philadelphia, PA 19104 · (267) 295-2280 · Financial planningCRD 134436 · % of assets, Hourly charges, Fixed fees · $15.8 billion AUMSEC registeredNo commissions reportedNomura Investment Management Business Trust610 Market Street · Philadelphia, PA 19106 · (215) 531-6700 · Flat / fixed feesCRD 105390 · % of assets, Fixed fees, Performance-based fees · $144.0 billion AUMSEC registeredNo commissions reportedPrudent Management Associates2001 Market Street, Suite 3910 · Philadelphia, PA 19103 · (215) 994-1062 · Financial planningCRD 16691 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedRittenhouse Wealth Management, LLC1617 Jfk Boulevard, 20th Floor · Philadelphia, PA 19103 · (215) 779-5634 · Financial planningCRD 315107 · % of assets, Hourly charges, Fixed fees · $3.4 million AUMState registeredNo commissions reportedRtd Financial Advisors INC30 S. 17th Street, Ste 1620 · Philadelphia, PA 19103 · (215) 557-3800 · Financial planningCRD 110744 · % of assets, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedSetarcos Wealth Advisors LLC325 Chestnut Street, Suite 800 · Philadelphia, PA 19106 · (267) 504-4905 · Financial planningCRD 157930 · % of assets, Fixed fees · $111.7 million AUMSEC registeredNo commissions reportedVesta Financialcare1735 Market Street, Suite A-419 · Philadelphia, PA 19103 · (215) 291-0909 · Financial planningCRD 141804 · Hourly charges, Fixed fees · $34.2 million AUMState registeredNo commissions reportedWealth More Enterprise, INC.1900 Market Street · Philadelphia, PA 19103 · (888) 303-6361 · Financial planningCRD 324763 · % of assets, Fixed fees · $99,736 AUMSEC registeredNo commissions reportedWescott Financial Advisory Group LLC30 South 17th Street · Philadelphia, PA 19103 · (215) 979-1619 · Financial planningCRD 105989 · % of assets, Hourly charges, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reportedXponance LLC1845 Walnut Street, Suite 800 · Philadelphia, PA 19103 · (215) 567-1100 · Flat / fixed feesCRD 111126 · % of assets, Fixed fees, Performance-based fees · $24.3 billion AUMSEC registeredNo commissions reportedZenith Wealth Partners2400 Market St., Suite 216 · Philadelphia, PA 19103 · (484) 278-1559 · Financial planningCRD 304732 · % of assets, Hourly charges, Fixed fees · $151.0 million AUMSEC registeredNo commissions reported