Fee-OnlyFinder

Flat / fixed fees in Wexford, PA

8 advisers in Wexford 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

Gibson Capital, LLC6600 Brooktree Court, Suite 2200 · Wexford, PA 15090 · (724) 934-3200 · Financial planningCRD 148836 · % of assets, Hourly charges, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedGridiron Partners, LLC101 Bradford Road, Suite 200 · Wexford, PA 15090 · (724) 759-7848 · Flat / fixed feesCRD 300920 · % of assets, Fixed fees, Performance-based fees · $285.8 million AUMSEC registeredNo commissions reportedGuardian Capital, LLC109 Vip Drive · Wexford, PA 15090 · (724) 934-3050 · Financial planningCRD 156015 · % of assets, Hourly charges, Fixed fees · $128.1 million AUMSEC registeredNo commissions reportedKeystone Investment Advisors, LLC10521 Perry Highway, Suite 310 · Wexford, PA 15090 · (412) 217-6241 · Financial planningCRD 150622 · % of assets, Hourly charges, Fixed fees · $66.5 million AUMState registeredNo commissions reportedSuccess Wealth Management LLC11676 Perry Highway, Suite 1207 · Wexford, PA 15090 · (724) 934-8128 · Financial planningCRD 299094 · % of assets, Fixed fees · $110.5 million AUMSEC registeredNo commissions reportedThree Rivers Executive Consulting, LLC3000 Stonewood Dr, Suite 330 · Wexford, PA 15090 · (412) 293-4500 · Financial planningCRD 311549 · % of assets, Hourly charges, Fixed fees · $86.5 million AUMState registeredNo commissions reportedWexford Wealth Advisors LLC11676 Perry Highway, Suite 2103 · Wexford, PA 15090 · (724) 934-7700 · Financial planningCRD 288407 · % of assets, Hourly charges, Fixed fees · $68.9 million AUMState registeredNo commissions reportedYanni & Associates Investment Advisors, LLC2000 Corporate Drive, Suite 450 · Wexford, PA 15090 · (724) 940-0310 · Flat / fixed feesCRD 142913 · % of assets, Fixed fees · $172.7 million AUMSEC registeredNo commissions reported