Fee-OnlyFinder

Flat / fixed fees in Wyomissing, PA

3 advisers in Wyomissing 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 3

Alliance Financial1105 Berkshire Blvd. Ste 120, · Wyomissing, PA 19610 · (610) 376-5981 · Financial planningCRD 319679 · % of assets, Hourly charges, Fixed fees · $271.8 million AUMSEC registeredNo commissions reportedFinancial Planning Advisors INC.1122 Penn Avenue · Wyomissing, PA 19610 · (610) 376-6334 · Financial planningCRD 121691 · % of assets, Hourly charges, Fixed fees · $105.0 million AUMState registeredNo commissions reportedVan Reed Wealth Management LLC1122 Penn Avenue · Wyomissing, PA 19610 · (610) 376-6334 · Financial planningCRD 143439 · % of assets, Hourly charges, Fixed fees · $25.9 million AUMState registeredNo commissions reported