Fee-OnlyFinder

Flat / fixed fees in San Juan, PR

8 advisers in San Juan 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

Atlantis Investment Coaching, LLCDistrict View the Work Place, 450 Ave De La Constitucion Ste 200 · San Juan, PR 00901 · (813) 524-7587 · Financial planningCRD 145416 · % of assets, Hourly charges, Fixed fees · $58.4 million AUMState registeredNo commissions reportedAton Financial LLC1116 Ponce De Leon, Suite 300 · San Juan, PR 00907 · (787) 725-6070 · Financial planningCRD 173070 · % of assets, Hourly charges, Fixed fees · $600.9 million AUMSEC registeredNo commissions reportedChapel Bridge Wealth Advisors53 Palmeras Street, Suite 601 · San Juan, PR 00901 · (614) 552-8200 · Financial planningCRD 313295 · % of assets, Fixed fees · $273.6 million AUMSEC registeredNo commissions reportedConsultiva Wealth Management, Corp.American International Plaza, 250 Ave. Muñoz Rivera, Suite 1420 · San Juan, PR 00918 · (787) 763-5868 · Financial planningCRD 111846 · % of assets, Hourly charges, Fixed fees · $532.7 million AUMSEC registeredNo commissions reportedLyon Bern, LLC252 Ponce De Leon Avenue, Suite 1100 · San Juan, PR 00918 · (787) 395-7325 · Financial planningCRD 301277 · % of assets, Hourly charges, Fixed fees · $76.7 million AUMState registeredNo commissions reportedNegron-Ramos LLC420 Ave Ponce De Leon, Cond Midtown, Suite 103 · San Juan, PR 00918 · (787) 363-4787 · Financial planningCRD 332437 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedSelect Advisory Group INC322 De Diego Ave., Suite 202 · San Juan, PR 00920 · (787) 969-3939 · Financial planningCRD 150129 · % of assets, Fixed fees, Performance-based fees · $80.9 million AUMState registeredNo commissions reportedTalon LLC151 Calle De San Francisco, Suite 200 · San Juan, PR 00901 · (352) 751-3200 · Financial planningCRD 298714 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reported