Flat / fixed fees in Round Rock, TX

4 advisers in Round Rock 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 4

Argent Wealth Management, INC.2251 Double Creek Dr, Suite 606 · Round Rock, TX 78664 · (512) 238-6883 · Financial planningCRD 135376 · % of assets, Hourly charges, Fixed fees · $172.4 million AUMSEC registeredNo commissions reported Davis & Wehrle, LLC1104 S. Mays, Suite 105 · Round Rock, TX 78664 · (512) 346-1131 · Financial planningCRD 144572 · % of assets, Hourly charges, Fixed fees · $39.6 million AUMState registeredNo commissions reported Greenbelt Investment Advisors, LLC100 E Main Street, Suite 101 · Round Rock, TX 78664 · (800) 617-3900 · Financial planningCRD 155704 · % of assets, Hourly charges, Fixed fees · $167.0 million AUMSEC registeredNo commissions reported Symphony Retirement Partners LLC1 Chisholm Trail, Bldg 1, Suite 450 · Round Rock, TX 78681 · (512) 337-8060 · Financial planningCRD 300990 · % of assets, Fixed fees · $39.2 million AUMState registeredNo commissions reported