Fee-OnlyFinder

Flat / fixed fees in Daniel Island, SC

3 advisers in Daniel Island 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

Curran Financial Partners, LLC115 River Landing Dr, Suite 200 · Daniel Island, SC 29492 · (843) 300-1182 · Financial planningCRD 281943 · % of assets, Hourly charges, Fixed fees · $749.4 million AUMSEC registeredNo commissions reportedHarbour Wealth Management Group, INC.126 Seven Farms Drive, Ste 150 · Daniel Island, SC 29492 · (843) 377-8448 · Financial planningCRD 314496 · % of assets, Hourly charges, Fixed fees · $266.2 million AUMSEC registeredNo commissions reportedSherman Financial & Wealth Management1410 Elfe Street · Daniel Island, SC 29492 · (843) 268-8020 · Financial planningCRD 290219 · % of assets, Fixed fees, Other · $6.8 million AUMState registeredNo commissions reported