Fee-OnlyFinder

Flat / fixed fees in Greenville, SC

17 advisers in Greenville 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 17

Bca Private Wealth, INC.15 Halton Green Way · Greenville, SC 29607 · (864) 322-6046 · Financial planningCRD 140913 · % of assets, Hourly charges, Fixed fees · $317.3 million AUMSEC registeredNo commissions reportedDBA Big Money Retirement and Big Retirement632 S Main St · Greenville, SC 29601 · (864) 920-3155 · Financial planningCRD 318698 · % of assets, Fixed fees · $147.1 million AUMSEC registeredNo commissions reportedDiscipline Wealth Solutions, INC.15 Halton Green Way · Greenville, SC 29607 · (864) 322-6046 · Financial planningCRD 315846 · % of assets, Hourly charges, Fixed fees · $746.7 million AUMSEC registeredNo commissions reportedFamily Legacy, INC.900 Pendleton Street, Suite 200 · Greenville, SC 29601 · (864) 233-0808 · Financial planningCRD 110945 · % of assets, Fixed fees · $377.3 million AUMSEC registeredNo commissions reportedFiduciary Organization, LLC217 West Stone Ave · Greenville, SC 29609 · (864) 704-5114 · Financial planningCRD 325661 · % of assets, Hourly charges, Fixed fees · $14.8 million AUMState registeredNo commissions reportedFoster Victor10 Toy Street, Suite 200 · Greenville, SC 29601 · (864) 720-2000 · Financial planningCRD 283656 · % of assets, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reportedIntelligent Investing33 Market Point Drive · Greenville, SC 29607 · (864) 679-0500 · Financial planningCRD 286436 · % of assets, Hourly charges, Fixed fees · $54.3 million AUMState registeredNo commissions reportedJ. Freeman & Associates8 Pelham Road · Greenville, SC 29615 · (864) 331-4400 · Financial planningCRD 144039 · % of assets, Fixed fees · $175.0 million AUMSEC registeredNo commissions reportedMatch Grade Advisors400 Pettigru St · Greenville, SC 29601 · (864) 250-0661 · Financial planningCRD 299181 · % of assets, Fixed fees · $479.4 million AUMSEC registeredNo commissions reportedMatthews Wealth Management LLC330 E. Coffee Street · Greenville, SC 29601 · (864) 527-5982 · Financial planningCRD 291443 · % of assets, Hourly charges, Fixed fees · $39.3 million AUMState registeredNo commissions reported
Norris Financial Group, LLC605 N. Main Street · Greenville, SC 29601 · (864) 235-6408 · Financial planningCRD 129422 · % of assets, Hourly charges, Fixed fees · $353.0 million AUMSEC registeredNo commissions reportedPrimetrust Advisors LLC850 S Pleasantburg Dr, Suite 101 · Greenville, SC 29607 · (864) 552-4020 · Financial planningCRD 141625 · % of assets, Hourly charges, Fixed fees · $421.6 million AUMSEC registeredNo commissions reportedRogers Financial Advisory Group, LLC7 Boyce Avenue · Greenville, SC 29601 · (864) 250-1376 · Financial planningCRD 130223 · % of assets, Hourly charges, Subscription fees · $42.9 million AUMState registeredNo commissions reportedSoutheast Financial AdvisorsC/O 107 Manly Street · Greenville, SC 29601 · (864) 284-6511 · Financial planningCRD 121757 · % of assets, Hourly charges, Fixed fees · $133.0 million AUMSEC registeredNo commissions reportedTaverik Capital, LLC220 N. Main Street, Suite 500 · Greenville, SC 29601 · (864) 967-9838 · Financial planningCRD 156594 · % of assets, Fixed fees, Performance-based fees · $97.5 million AUMSEC registeredNo commissions reportedThe Fiduciary Alliance135 S Main St, Suite 600 · Greenville, SC 29601 · (864) 385-7999 · Financial planningCRD 284924 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedWealth Management Advisors, LLC3 Legacy Park Road, Suite a · Greenville, SC 29607 · (864) 236-4706 · Financial planningCRD 171260 · % of assets, Hourly charges, Fixed fees · $686.1 million AUMSEC registeredNo commissions reported