Flat / fixed fees in Warwick, RI

3 advisers in Warwick 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

Diversified Resources, LLC70 Jefferson Blvd, 4th Floor · Warwick, RI 02888 · (401) 941-1500 · Financial planningCRD 31346 · % of assets, Hourly charges, Fixed fees · $268.8 million AUMSEC registeredNo commissions reported Financial Independence, LLC931 Jefferson Blvd., Suite 2005 · Warwick, RI 02886 · (401) 681-4825 · Financial planningCRD 150515 · % of assets, Hourly charges, Fixed fees · $288.1 million AUMSEC registeredNo commissions reported Spinnaker Asset Management INC.250a Centerville Road, Suite 2 · Warwick, RI 02886 · (401) 884-3210 · Financial planningCRD 148489 · % of assets, Hourly charges, Fixed fees · $45.5 million AUMState registeredNo commissions reported