Fee-OnlyFinder

Flat / fixed fees in Alexandria, VA

15 advisers in Alexandria 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 15

8th Street Investments, LLC1800 Diagonal Road, Suite 600 · Alexandria, VA 22314 · (703) 519-0962 · Financial planningCRD 148727 · % of assets, Hourly charges, Fixed fees · $166.9 million AUMSEC registeredNo commissions reportedAmerican Executive Advisors, LLC3931 San Leandro Place · Alexandria, VA 22309 · (202) 769-1202 · Financial planningCRD 306477 · % of assets, Hourly charges, Fixed fees · $8.6 million AUMState registeredNo commissions reportedArkagos Advisors & Asset Management, INC.218 N Lee St, Ste 316 · Alexandria, VA 22314 · (703) 535-5921 · Financial planningCRD 315366 · % of assets, Fixed fees · $64.5 million AUMState registeredNo commissions reportedCraftwork Capital LLC201 N. Union St, Suite 110 · Alexandria, VA 22314 · (703) 596-5575 · Financial planningCRD 311626 · % of assets, Hourly charges, Fixed fees · $102.1 million AUMState registeredNo commissions reportedIconic Wealth Management217 N Royal St · Alexandria, VA 22314 · (703) 891-9518 · Financial planningCRD 287846 · % of assets, Fixed fees · $18.6 million AUMState registeredNo commissions reportedLasting Legacy Wealth Management, LLC228 South Washington St, Unit B10 · Alexandria, VA 22314 · (703) 842-4333 · Financial planningCRD 328107 · % of assets, Hourly charges, Fixed fees · $59.3 million AUMState registeredNo commissions reportedMassie Financial Planning INC.277 South Washington Street, Suite 210 · Alexandria, VA 22314 · (571) 895-2969 · Financial planningCRD 324095 · % of assets, Fixed fees · $66.0 million AUMState registeredNo commissions reportedMcLaughlin Ryder Investments, INC.1421 Prince Street, Suite 200 · Alexandria, VA 22314 · (703) 684-9222 · Financial planningCRD 147529 · % of assets, Hourly charges, Fixed fees · $522.1 million AUMSEC registeredNo commissions reportedMonument Wealth Management1940 Duke Street, Suite 6100 · Alexandria, VA 22314 · (703) 504-9600 · Financial planningCRD 159882 · % of assets, Fixed fees · $648.4 million AUMSEC registeredNo commissions reportedPiedmont Wealth Management100 S. Fairfax Street · Alexandria, VA 22314 · (703) 518-8361 · Financial planningCRD 340285 · % of assets, Hourly charges, Fixed fees · $156.1 million AUMSEC registeredNo commissions reported
Renew Wealth Management LLC277 South Washington Street, Suite 210 · Alexandria, VA 22314 · (703) 737-2220 · Financial planningCRD 329069 · % of assets, Hourly charges, Fixed fees · $57.0 million AUMState registeredNo commissions reportedStock Plan Advisory Group LLC429 North Saint Asaph St · Alexandria, VA 22314 · (202) 680-3393 · Financial planningCRD 314680 · % of assets, Fixed fees, Other · $19.4 million AUMState registeredNo commissions reportedThe Edgar Lomax Company5971 Kingstowne Village Parkway, Suite 240 · Alexandria, VA 22315 · (703) 719-0026 · Hourly feesCRD 105444 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedWesling Financial Planning Services Corp.6621 Wakefield Dr, Suite 113 · Alexandria, VA 22307 · (703) 768-7679 · Financial planningCRD 141424 · % of assets, Hourly charges, Fixed fees · $60.0 million AUMState registeredNo commissions reportedWestbourne Investments, INC.2121 Eisenhower Avenue, Suite 605 · Alexandria, VA 22314 · (703) 294-6880 · Financial planningCRD 37499 · % of assets, Fixed fees · $276.4 million AUMSEC registeredNo commissions reported