Fee-OnlyFinder

Flat / fixed fees in Glen Allen, VA

9 advisers in Glen Allen 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 9

Accounting Advisory Services, L.L.C.Virtual Practice - No Principal Office Exists, 4860 Cox Road, Ste 200, C/O Gnatowsky Law Offices · Glen Allen, VA 23060 · (804) 935-8510 · Financial planningCRD 120265 · % of assets, Hourly charges, Fixed fees · $9.1 million AUMState registeredNo commissions reportedBdc Capital Management, INC.4101 Cox Road, Suite 315 · Glen Allen, VA 23060 · (804) 965-0707 · Financial planningCRD 108445 · % of assets, Hourly charges, Fixed fees · $103.0 million AUMState registeredNo commissions reportedCapitol Securities Management, INC.4050 Innslake Drive, Suite 250 · Glen Allen, VA 23060 · (888) 612-1484 · Financial planningCRD 14169 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedKinloch Capital, LLC4801 Cox Road, Suite 200 · Glen Allen, VA 23060 · (804) 956-4550 · Financial planningCRD 300735 · % of assets, Hourly charges, Fixed fees · $301.1 million AUMSEC registeredNo commissions reportedSteelhead Wealth Management4121 Cox Rd, Suite 102 · Glen Allen, VA 23060 · (804) 548-0781 · Financial planningCRD 338410 · % of assets, Fixed fees · $341.9 million AUMSEC registeredNo commissions reportedThe Main Street Group4510 Cox Road, Suite 102 · Glen Allen, VA 23060 · (804) 270-4470 · Financial planningCRD 175502 · % of assets, Hourly charges, Fixed fees · $515.3 million AUMSEC registeredNo commissions reportedVirginia Estate and Retirement Planning Advisors, INC.4870 Sadler Road, Suite 300 · Glen Allen, VA 23060 · (800) 279-3768 · Financial planningCRD 151510 · % of assets, Hourly charges, Fixed fees · $103.4 million AUMState registeredNo commissions reportedVision Wealth Planning, LLC4860 Cox Road, Suite 200 · Glen Allen, VA 23060 · (804) 368-0854 · Financial planningCRD 165456 · % of assets, Hourly charges, Fixed fees · $66.2 million AUMState registeredNo commissions reportedYes Life Financial2400 Old Brick Road · Glen Allen, VA 23060 · (804) 869-5861 · Financial planningCRD 298020 · % of assets, Fixed fees · $21.1 million AUMState registeredNo commissions reported