Fee-OnlyFinder

Flat / fixed fees in Germantown, TN

6 advisers in Germantown 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 6

Cypress Wealth Management, LLC2171 Judicial Drive, Ste. 110 · Germantown, TN 38138 · (901) 292-3596 · Financial planningCRD 154177 · % of assets, Hourly charges, Fixed fees · $77.9 million AUMState registeredNo commissions reportedFcg Investment Company9040 Garden Arbor Dr, Ste 206 · Germantown, TN 38138 · (901) 309-2681 · Financial planningCRD 308192 · % of assets, Fixed fees · $568.2 million AUMSEC registeredNo commissions reportedSilverleafe Capital Partners, LLC6815 Poplar Avenue, Suite 205 · Germantown, TN 38138 · (901) 259-3345 · Financial planningCRD 133174 · % of assets, Fixed fees, Performance-based fees · $449.2 million AUMSEC registeredNo commissions reportedStuddard Financial, LLC1922 Exeter Rd, Suite 23 · Germantown, TN 38138 · (901) 355-4713 · Financial planningCRD 161145 · % of assets, Hourly charges, Fixed fees · $27.6 million AUMState registeredNo commissions reportedTcm1730 S. Germantown Rd., Suite 224 · Germantown, TN 38138 · (901) 757-4448 · Financial planningCRD 289583 · % of assets, Hourly charges, Fixed fees · $164.5 million AUMSEC registeredNo commissions reportedW Advisors LLC2289 West Street · Germantown, TN 38138 · (901) 410-8040 · Financial planningCRD 168452 · % of assets, Hourly charges, Fixed fees · $244.9 million AUMSEC registeredNo commissions reported