Fee-OnlyFinder

Flat / fixed fees in Victoria, TX

3 advisers in Victoria 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

Baucom Wealth Management LLC101 W Goodwin Ave, Suite 560 · Victoria, TX 77901 · (361) 579-2024 · Financial planningCRD 332763 · % of assets, Fixed fees · $5.3 million AUMState registeredNo commissions reportedKeller Wealth Advisors101 South Main St. Suite 300 · Victoria, TX 77901 · (361) 573-4383 · Financial planningCRD 111610 · % of assets, Fixed fees · $923.1 million AUMSEC registeredNo commissions reportedSather Financial Group, INC.120 E. Constitution St · Victoria, TX 77901 · (361) 570-1800 · Financial planningCRD 109344 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reported