Fee-OnlyFinder

Flat / fixed fees in Rockwall, TX

3 advisers in Rockwall 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 3

Lifetime Wealth Management P.C.560 E. Interstate Hwy 30, Ste 110 · Rockwall, TX 75087 · (972) 771-0650 · Financial planningCRD 145492 · % of assets, Hourly charges, Fixed fees · $216.9 million AUMSEC registeredNo commissions reportedRockwall Wealth Advisors697 E Interstate 30 · Rockwall, TX 75087 · (214) 923-5237 · Financial planningCRD 310735 · % of assets, Hourly charges, Fixed fees · $36.0 million AUMState registeredNo commissions reportedRockwall Wealth Management301 N Goliad · Rockwall, TX 75087 · (972) 771-1472 · Financial planningCRD 339856 · % of assets, Hourly charges, Fixed fees · $305.5 million AUMSEC registeredNo commissions reported