Fee-OnlyFinder

Flat / fixed fees in Franklin, TN

17 advisers in Franklin 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

Abound Wealth Management, LLC317 Main Street, Suite 201 · Franklin, TN 37064 · (615) 226-3667 · Financial planningCRD 285903 · % of assets, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedArrow Alliance6700 Tower Circle, Suite 360 · Franklin, TN 37067 · (615) 761-9430 · Financial planningCRD 318519 · % of assets, Fixed fees · $54.6 million AUMState registeredNo commissions reportedBeacon Capital Management, LLC751 Cool Springs Blvd, Suite 106 · Franklin, TN 37067 · (615) 224-9794 · Financial planningCRD 156228 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedCypress Capital, LLC436 Main Street, Suite 205 · Franklin, TN 37064 · (615) 467-6075 · Financial planningCRD 171266 · % of assets, Hourly charges, Subscription fees · $426.0 million AUMSEC registeredNo commissions reportedEfinancial Alliance, LLC840 Crescent Centre Dr., Suite 600 · Franklin, TN 37067 · (615) 224-8534 · Financial planningCRD 161352 · % of assets, Hourly charges, Fixed fees · $291.9 million AUMSEC registeredNo commissions reportedGreensview Wealth Management501 Corporate Center Drive, Suite 315 · Franklin, TN 37067 · (615) 551-3050 · Financial planningCRD 297321 · % of assets, Hourly charges, Fixed fees · $121.1 million AUMSEC registeredNo commissions reportedJackson Wealth INC106 Mission Court, Suite 604b · Franklin, TN 37067 · (615) 663-7387 · Financial planningCRD 323409 · % of assets, Hourly charges, Fixed fees · $23.8 million AUMState registeredNo commissions reportedMoneypro Wealth Management, LLC2550 Meridian Blvd, Suite 200 · Franklin, TN 36067 · (714) 832-9351 · Financial planningCRD 135340 · % of assets, Hourly charges, Fixed fees · $1.8 million AUMState registeredNo commissions reportedOptivise Advisory Services LLC109 Holiday CT, Suite A6 · Franklin, TN 37067 · (855) 378-1806 · Financial planningCRD 301764 · % of assets, Hourly charges, Subscription fees · $287.9 million AUMSEC registeredNo commissions reportedRetirement Solutions Group101 Se Parkway CT, Suite 210 · Franklin, TN 37064 · (615) 467-6300 · Financial planningCRD 289069 · Fixed fees, Other · $159.6 million AUMSEC registeredNo commissions reported
Sage Investment Counsel142 5th Avenue North, Suite a · Franklin, TN 37064 · (615) 591-1210 · Financial planningCRD 116907 · % of assets, Fixed fees, Performance-based fees · $164.6 million AUMSEC registeredNo commissions reportedSagepoint Capital Partners LLCMcEwen Northside, Block E, 4020 Aspen Grove Drive, Suite 355 · Franklin, TN 37067 · (615) 413-4340 · Financial planningCRD 339742 · % of assets, Hourly charges, Fixed fees · $888.3 million AUMSEC registeredNo commissions reportedSagespring Wealth Partners701 Cool Springs Blvd, Suite 500 · Franklin, TN 37067 · (615) 861-6100 · Financial planningCRD 283515 · % of assets, Hourly charges, Fixed fees · $8.5 billion AUMSEC registeredNo commissions reportedSavvyfi231 Public Square, Suite 300, Pmb 6 · Franklin, TN 37064 · (615) 241-0144 · Flat / fixed feesCRD 304337 · Fixed fees · $1.9 million AUMSEC registeredNo commissions reportedStrategic Wealth Partners LLC230 Franklin Rd, Building 2b · Franklin, TN 37064 · (615) 722-9990 · Financial planningCRD 336564 · % of assets, Fixed fees · $101.7 million AUMSEC registeredNo commissions reportedTruehaven Capital1201 Liberty Pike, Suite 229 #1013 · Franklin, TN 37067 · (210) 260-8668 · Financial planningCRD 332005 · % of assets, Hourly charges, Fixed fees · $62.3 million AUMSEC registeredNo commissions reportedValtrion Capital Management, LLC701 Cool Springs Blvd, Suite 340 · Franklin, TN 37067 · (833) 856-2088 · Financial planningCRD 318048 · % of assets, Fixed fees · $287.3 million AUMSEC registeredNo commissions reported