Fee-OnlyFinder

Flat / fixed fees in Memphis, TN

26 advisers in Memphis 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 26

B. Riley Wealth Advisors, INC.40 S. Main St., Suite 1600 · Memphis, TN 38103 · (901) 251-1330 · Financial planningCRD 115927 · % of assets, Hourly charges, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reportedBrandon Financial Planning, INC.5101 Wheelis Road, Suite 112 · Memphis, TN 38117 · (901) 324-6600 · Financial planningCRD 110267 · % of assets, Hourly charges, Fixed fees · $434.9 million AUMSEC registeredNo commissions reportedCalydon Capital, LLC999 Shady Grove Rd South, Suite 106 · Memphis, TN 38120 · (844) 678-6900 · Flat / fixed feesCRD 285485 · % of assets, Fixed fees, Performance-based fees · $3.6 billion AUMSEC registeredNo commissions reportedCommerce Advisors, LLC5050 Poplar Avenue, Suite 2020 · Memphis, TN 38157 · (901) 260-6050 · Financial planningCRD 151439 · % of assets, Fixed fees · $337.9 million AUMSEC registeredNo commissions reportedCothran Capital, LLC5865 Ridgeway Center Parkway, Suite 300 · Memphis, TN 38120 · (901) 758-8650 · Financial planningCRD 154975 · % of assets, Hourly charges, Fixed fees · $36.1 million AUMState registeredNo commissions reportedCrest Private Wealth, LLC1790 Kirby Parkway, Suite 201 · Memphis, TN 38138 · (901) 606-8335 · Financial planningCRD 328856 · % of assets, Hourly charges, Fixed fees · $10.8 million AUMState registeredNo commissions reportedDogwood Financial Planning8295 Tournament Drive, Suite 150 · Memphis, TN 38125 · (901) 969-4500 · Financial planningCRD 145889 · Hourly charges, Fixed feesState registeredNo commissions reportedDuncan Williams Asset Management, LLC5350 Poplar Avenue, Suite 600 · Memphis, TN 38119 · (901) 435-4250 · Financial planningCRD 174809 · % of assets, Hourly charges, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedEaglestrong Financial1661 International Drive, Suite 400 · Memphis, TN 38120 · (901) 413-8659 · Financial planningCRD 288413 · % of assets, Fixed fees · $82.3 million AUMState registeredNo commissions reportedFrazee Investment Consulting, INC.5350 Poplar Avenue, Suite 730 · Memphis, TN 38119 · (901) 779-3940 · Financial planningCRD 123662 · % of assets, Fixed fees, Other · $195.5 million AUMSEC registeredNo commissions reported
Gerber/taylor Management LLC40 South Main Street, Suite 1900 · Memphis, TN 38103 · (901) 526-9750 · Flat / fixed feesCRD 109319 · % of assets, Fixed fees, Performance-based fees · $11.4 billion AUMSEC registeredNo commissions reportedKelman Lazarov INC5100 Poplar Ave, Ste 2805 · Memphis, TN 38137 · (901) 685-8284 · Financial planningCRD 107727 · % of assets, Hourly charges, Fixed fees · $894.6 million AUMSEC registeredNo commissions reportedKimery Wealth Management, LLC6410 Poplar Avenue, Suite 100 Tower 2 · Memphis, TN 38119 · (901) 291-5500 · Financial planningCRD 288229 · % of assets, Fixed fees · $555.0 million AUMSEC registeredNo commissions reportedLakeland Wealth Management LLC1707 Kirby Parkway, Suite 100 · Memphis, TN 38120 · (901) 347-2725 · Financial planningCRD 173831 · % of assets, Fixed fees, Performance-based fees · $36.4 million AUMState registeredNo commissions reportedLegacy Wealth Management, LLC1715 Aaron Brenner Dr., Suite 301 · Memphis, TN 38120 · (901) 758-9006 · Financial planningCRD 108619 · % of assets, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedLonetree Wealth Management5100 Poplar Avenue, Suite 1504 · Memphis, TN 38137 · (502) 432-7373 · Financial planningCRD 322711 · % of assets, Fixed fees · $47.1 million AUMState registeredNo commissions reportedPrivate Wealth Management, INC.3725 Champion Hills Dr., Suite 1400 · Memphis, TN 38125 · (901) 322-4212 · Financial planningCRD 120823 · % of assets, Hourly charges, Fixed fees · $832.5 million AUMSEC registeredNo commissions reportedRed Door Wealth Management, LLC965 Ridge Lake Blvd, Suite 105 · Memphis, TN 38120 · (901) 681-0018 · Financial planningCRD 153235 · % of assets, Fixed fees, Performance-based fees · $3.1 billion AUMSEC registeredNo commissions reportedRed Oak Advisors LLC5100 Poplar Ave, Suite 2749 · Memphis, TN 38137 · (901) 258-4914 · Financial planningCRD 288289 · % of assets, Hourly charges, Fixed fees · $4.8 million AUMState registeredNo commissions reportedReliant Investment Management, LLC1715 Aaron Brenner Drive, Suite 504 · Memphis, TN 38120 · (901) 843-0600 · Financial planningCRD 111220 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedResilient Asset Management502 S Main St, Suite #3 · Memphis, TN 38103 · (559) 817-9279 · Financial planningCRD 285534 · % of assets, Hourly charges, Fixed fees · $73.5 million AUMState registeredNo commissions reportedSentry, LLC6070 Poplar Avenue, Suite 700 · Memphis, TN 38119 · (901) 820-0515 · Flat / fixed feesCRD 150593 · % of assets, Fixed fees, Other · $2.3 billion AUMSEC registeredNo commissions reportedServant Wealth Management LLC1027 S. Yates Road · Memphis, TN 38119 · (901) 922-6001 · Financial planningCRD 172666 · % of assets, Fixed fees · $47.9 million AUMState registeredNo commissions reportedSteel Grove Capital Advisors, LLC5100 Poplar Avenue, Suite 3100 · Memphis, TN 38137 · (901) 498-6300 · Financial planningCRD 115231 · % of assets, Fixed fees, Performance-based fees · $1.6 billion AUMSEC registeredNo commissions reportedTd Capital Management LLC5100 Poplar Avenue, Suite 2904 · Memphis, TN 38137 · (901) 681-0021 · Financial planningCRD 106125 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedWilliam Howard & CO. Financial Advisors, INC.6410 Poplar Ave, Suite 330 · Memphis, TN 38119 · (901) 761-5068 · Financial planningCRD 105959 · % of assets, Hourly charges, Fixed fees · $342.1 million AUMSEC registeredNo commissions reported