Fee-OnlyFinder

Flat / fixed fees in Bluffton, SC

3 advisers in Bluffton 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

Hilton Head Wealth Advisors, LLC5 Palmetto Cove Court · Bluffton, SC 29910 · (203) 482-0671 · Financial planningCRD 285945 · % of assets, Hourly charges, Fixed fees · $4.2 million AUMState registeredNo commissions reportedLang Capital5 Marianna Way, Suite 102 · Bluffton, SC 29910 · (843) 757-9400 · Financial planningCRD 281305 · % of assets, Fixed fees, Other · $106.0 million AUMState registeredNo commissions reportedOak Advisors, LLC3 Clark Summit Drive, Suite 201 · Bluffton, SC 29910 · (843) 757-9339 · Financial planningCRD 137192 · % of assets, Hourly charges, Fixed fees · $284.7 million AUMSEC registeredNo commissions reported