Fee-OnlyFinder

Flat / fixed fees in Johnson City, TN

6 advisers in Johnson City 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

Allied Investments532 Princeton Road · Johnson City, TN 37601 · (423) 850-4050 · Financial planningCRD 314512 · % of assets, Hourly charges, Fixed fees · $91.9 million AUMState registeredNo commissions reportedBcs Wealth Management, LLC541 Sid Martin Road, Suite a · Johnson City, TN 37615 · (423) 283-9821 · Financial planningCRD 115489 · % of assets, Hourly charges, Fixed fees · $987.4 million AUMSEC registeredNo commissions reportedLake Park Advisors4718 Lake Park Drive, Suite 1 · Johnson City, TN 37615 · (423) 328-7365 · Financial planningCRD 269941 · % of assets, Hourly charges, Fixed fees · $21.7 million AUMState registeredNo commissions reportedValor Financial Planning700 Swadley Rd · Johnson City, TN 37601 · (423) 268-0973 · Financial planningCRD 331837 · % of assets, Hourly charges, Subscription fees · $777,437 AUMState registeredNo commissions reportedValues First Advisors, INC.801 Sunset Drive, Suite C100 · Johnson City, TN 37604 · (877) 832-3847 · Financial planningCRD 148532 · % of assets, Hourly charges, Fixed fees · $215.4 million AUMSEC registeredNo commissions reportedWorthwhile Wealth Council508 Princeton Rd, Suite 301 · Johnson City, TN 37601 · (423) 610-0099 · Financial planningCRD 126918 · % of assets, Hourly charges, Fixed fees · $74.2 million AUMState registeredNo commissions reported