Fee-OnlyFinder

Flat / fixed fees in Guaynabo, PR

6 advisers in Guaynabo 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

4/26 Retirement Income Planning & Wealth Management, LLC1510 Fd Roosevelt Ave, Suite 302a · Guaynabo, PR 00968 · (787) 919-7788 · Financial planningCRD 312258 · % of assets, Hourly charges, Fixed fees · $27.4 million AUMState registeredNo commissions reportedAtlas Asset Management LLCBuchanan Office Center 40 Carr 165, Suite 201 · Guaynabo, PR 00968 · (787) 781-1301 · Flat / fixed feesCRD 173561 · % of assets, Fixed fees · $700.6 million AUMSEC registeredNo commissions reportedChinea Wealth Management LLCMetro Office Park 2, Calle 1, Suite 100 · Guaynabo, PR 00968 · (787) 416-0804 · Financial planningCRD 331477 · % of assets, Hourly charges, Fixed fees · $530,380 AUMState registeredNo commissions reportedFreedom AdvisoryCentro Internacional De Mercadeo, 90 Carr 165 Ste 505 · Guaynabo, PR 00968 · (787) 792-3000 · Financial planningCRD 147546 · % of assets, Fixed fees · $880.6 million AUMSEC registeredNo commissions reportedIntuitivo LLCMetro Office Park, 7 C. 1, Suite 204 · Guaynabo, PR 00968 · (787) 366-0255 · Financial planningCRD 322668 · % of assets, Hourly charges, Fixed fees · $16.5 million AUMState registeredNo commissions reportedVauban Wealth ManagementLot K-2 Marginal Street Suite 201, Oasis Gardens Development · Guaynabo, PR 00969 · Flat / fixed feesCRD 305222 · % of assets, Fixed fees · $181.2 million AUMSEC registeredNo commissions reported