Fee-OnlyFinder

Flat / fixed fees in Charlottesville, VA

7 advisers in Charlottesville 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 7

Aria Wealth Partners505 Faulconer Drive, Suite 2a · Charlottesville, VA 22903 · (434) 338-6840 · Financial planningCRD 334270 · % of assets, Fixed fees · $112.3 million AUMSEC registeredNo commissions reportedBroadpark Advisors, LLC2119 Berkmar Dr, Ste C · Charlottesville, VA 22901 · (914) 666-0010 · Financial planningCRD 282929 · % of assets, Hourly charges, Fixed fees · $11.6 million AUMState registeredNo commissions reportedEmergent Financial Services, LLC.310 Old Ivy Way Ste 302, Suite 302 · Charlottesville, VA 22903 · (434) 260-1690 · Financial planningCRD 288434 · % of assets, Fixed fees · $195.2 million AUMSEC registeredNo commissions reportedMarotta Wealth Management, INC.1000 Ednam Center, Suite 200 · Charlottesville, VA 22903 · (434) 244-0000 · Financial planningCRD 115645 · % of assets, Hourly charges, Fixed fees · $686.0 million AUMSEC registeredNo commissions reportedRede Wealth, LLC600 Peter Jefferson Parkway, Suite 250 · Charlottesville, VA 22911 · (434) 974-3500 · Financial planningCRD 173346 · % of assets, Fixed fees · $346.1 million AUMSEC registeredNo commissions reportedSelby Lane Capital, LLC205 2nd Street Sw, Suite 2 · Charlottesville, VA 22902 · (650) 463-9511 · Flat / fixed feesCRD 325345 · % of assets, Fixed fees, Performance-based fees · $505.4 million AUMSEC registeredNo commissions reportedSturman Wealth Advisors404 People Place, Suite 404 · Charlottesville, VA 22911 · (434) 201-2255 · Financial planningCRD 331560 · % of assets, Fixed fees · $116.4 million AUMSEC registeredNo commissions reported