Fee-OnlyFinder

Flat / fixed fees in Arlington, VA

13 advisers in Arlington 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 13

Cope Connelly1700 N. Moore St., Suite 1130 · Arlington, VA 22209 · (888) 336-8402 · Financial planningCRD 311665 · % of assets, Fixed fees · $151.1 million AUMSEC registeredNo commissions reportedCoretegic Capital, LLC2720 S Arlington Mill Dr Unit 105 · Arlington, VA 22206 · (703) 261-9449 · Financial planningCRD 291343 · % of assets, Hourly charges, Fixed fees · $16.1 million AUMState registeredNo commissions reportedEmerald Investments, INC.1655 Fort Myer Drive, Office 759 · Arlington, VA 22209 · (216) 704-5283 · Financial planningCRD 120750 · % of assets, Hourly charges, Fixed fees · $5.3 million AUMState registeredNo commissions reportedEvermay Wealth Management, LLC3901 Fairfax Drive, Suite 400 · Arlington, VA 22203 · (703) 822-5696 · Financial planningCRD 149230 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedGlover Park Wealth Management, LLC4201 Wilson Boulevard, 3rd Floor, Suite 27 · Arlington, VA 22203 · (202) 926-3636 · Financial planningCRD 309793 · % of assets, Hourly charges, Fixed fees · $144.3 million AUMSEC registeredNo commissions reportedJade & Cowry LLC1100 North Glebe Road Suite 1010 · Arlington, VA 22201 · (703) 594-1706 · Financial planningCRD 154129 · % of assets, Hourly charges, Fixed fees · $65.1 million AUMState registeredNo commissions reportedMunoz Group2111 Wilson Blvd., Suite 850 · Arlington, VA 22201 · (703) 516-4110 · Financial planningCRD 164381 · Hourly charges, Fixed feesState registeredNo commissions reportedOmega Wealth Management LLC4501 N Fairfax Drive, Suite 602 · Arlington, VA 22203 · (703) 387-0919 · Financial planningCRD 132580 · % of assets, Hourly charges, Fixed fees · $309.7 million AUMSEC registeredNo commissions reportedOpulen Financial Group, LLC3101 Wilson Blvd, Suite 500 · Arlington, VA 22201 · (571) 299-2053 · Financial planningCRD 173963 · % of assets, Hourly charges, Fixed fees · $171.8 million AUMSEC registeredNo commissions reportedPlandeavor1530 Wilson Blvd Ste 650 · Arlington, VA 22209 · (202) 599-2331 · Financial planningCRD 331046 · % of assets, Hourly charges, Fixed fees · $2.8 million AUMState registeredNo commissions reported
Sands Capital Horizons, LLC1000 Wilson Blvd., Suite 3000 · Arlington, VA 22209 · (703) 562-4000 · Financial planningCRD 335568 · % of assets, Fixed fees, Performance-based fees · $466.9 million AUMSEC registeredNo commissions reportedStrategic Investment Management, LLC1001 19th St. N.,16th FL. · Arlington, VA 22209 · (703) 243-4433 · Flat / fixed feesCRD 104862 · % of assets, Fixed fees, Performance-based fees · $35.5 billion AUMSEC registeredNo commissions reportedTitanrex1205 N. Garfield Street, Suite 609 · Arlington, VA 22201 · (202) 455-9155 · Financial planningCRD 324598 · % of assets, Hourly charges, Fixed fees · $606,864 AUMState registeredNo commissions reported