Fee-OnlyFinder

Flat / fixed fees in State College, PA

6 advisers in State College 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

Abundance Wealth Counselors, LLC232 Regent Court · State College, PA 16801 · (814) 861-3810 · Financial planningCRD 111740 · % of assets, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedInvested Advisors366 Walker Drive, Suite 370 · State College, PA 16801 · (814) 235-2703 · Financial planningCRD 311243 · % of assets, Hourly charges, Fixed fees · $268.3 million AUMSEC registeredNo commissions reportedMcCann Wealth Strategies,inc.1040 Benner Pike, Suite 1 · State College, PA 16801 · (814) 237-0841 · Financial planningCRD 155646 · % of assets, Hourly charges, Fixed fees · $26.3 million AUMState registeredNo commissions reportedMcClarren Financial Advisors270 Walker Drive, #200 · State College, PA 16801 · (814) 235-1940 · Financial planningCRD 122147 · Hourly charges, Fixed fees · $453.0 million AUMSEC registeredNo commissions reportedPhelps Financial Advisors925 W College Ave · State College, PA 16801 · (814) 380-0651 · Financial planningCRD 158682 · Hourly charges, Fixed feesState registeredNo commissions reportedVicus Capital, INC.476 Rolling Ridge Drive, Suite 315 · State College, PA 16801 · (855) 558-4287 · Financial planningCRD 116021 · % of assets, Hourly charges, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reported