Fee-OnlyFinder

Flat / fixed fees in Brentwood, TN

14 advisers in Brentwood 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 14

Caldwell Advisors, LLC5210 Maryland Way, Ste 202 · Brentwood, TN 37027 · (615) 370-8988 · Financial planningCRD 144408 · % of assets, Hourly charges, Fixed fees · $351.4 million AUMSEC registeredNo commissions reportedErisa Advisers, INC.215 Centerview Dr, Suite 110 · Brentwood, TN 37027 · (855) 255-2391 · Flat / fixed feesCRD 170487 · % of assets, Fixed fees · $187.1 million AUMSEC registeredNo commissions reportedHighmark, LLC109 West Park Drive, Suite 120 · Brentwood, TN 37027 · (615) 970-8585 · Financial planningCRD 337564 · % of assets, Hourly charges, Fixed fees · $59.5 million AUMState registeredNo commissions reportedInvestgro LLC8 Cadillac Drive, Suite 300 Office 3104 · Brentwood, TN 37027 · (615) 927-3509 · Financial planningCRD 332766 · % of assets, Hourly charges, Fixed fees · $2.1 million AUMState registeredNo commissions reportedJ. Mark Nickell & CO.100 Westwood Place, Suite 330 · Brentwood, TN 37027 · (615) 371-6622 · Financial planningCRD 111635 · % of assets, Hourly charges, Fixed fees · $146.4 million AUMSEC registeredNo commissions reportedKeystone Financial Resources, LLC7112 Crossroads Blvd, Suite 101 · Brentwood, TN 37128 · (707) 932-5849 · Financial planningCRD 341495 · % of assets, Hourly charges, Fixed fees · $178.5 million AUMSEC registeredNo commissions reportedLbmc Investment Advisors, LLC201 Franklin Road, Suite 400 · Brentwood, TN 37027 · (615) 377-4603 · Flat / fixed feesCRD 108943 · % of assets, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedLuken Investment Analytics, LLC136 Frierson Street · Brentwood, TN 37027 · (615) 550-5570 · Financial planningCRD 169008 · % of assets, Subscription fees, Other · $292.2 million AUMSEC registeredNo commissions reportedMain Street Investors, LLC205 Powell Place, Suite 209 · Brentwood, TN 37027 · (615) 369-0790 · Financial planningCRD 299291 · % of assets, Fixed fees · $31.4 million AUMState registeredNo commissions reportedPlanrock Wealth Strategies, LLC109 Westpark Dr, Suite 105 · Brentwood, TN 37027 · (800) 677-6025 · Flat / fixed feesCRD 304803 · % of assets, Fixed fees · $71.0 million AUMSEC registeredNo commissions reported
Portus Capital Management, LLC215 Ward Circle, Suite 107 · Brentwood, TN 37027 · (615) 472-1194 · Flat / fixed feesCRD 285689 · % of assets, Fixed fees · $107.7 million AUMState registeredNo commissions reportedSeven Springs Wealth Group200 Powell Place, Suite 215 · Brentwood, TN 37027 · (615) 370-1253 · Financial planningCRD 127411 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedTbh Global Asset Management, LLC6 Cadillac Dr., Suite 300 · Brentwood, TN 37027 · (615) 690-4820 · Financial planningCRD 145536 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedVirtue Capital Management, LLC12 Cadillac Dr., Suite 280 · Brentwood, TN 37027 · (615) 340-0801 · Financial planningCRD 167816 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reported