Fee-OnlyFinder

Flat / fixed fees in McLean, VA

18 advisers in McLean 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 18

4j Wealth Management, LLC1355 Beverly Rd, Suite 310 · McLean, VA 22101 · (703) 566-9573 · Financial planningCRD 297268 · % of assets, Hourly charges, Fixed fees · $348.1 million AUMSEC registeredNo commissions reportedActiv8 Family Office LLC1775 Tyson's Blvd, 5th Floor, Suite 5175 · McLean, VA 22102 · (978) 870-0255 · Financial planningCRD 337753 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedActs Financial Advisors1390 Chain Bridge Rd #10147 · McLean, VA 22101 · (571) 749-5522 · Financial planningCRD 325930 · % of assets, Hourly charges, Fixed fees · $126.5 million AUMSEC registeredNo commissions reportedAdvisors Financial, INC.8201 Greensboro Drive, Suite 415 · McLean, VA 22102 · (703) 883-0300 · Financial planningCRD 144837 · % of assets, Hourly charges, Fixed fees · $321.2 million AUMSEC registeredNo commissions reportedAlexander Randolph Advisory INC8200 Greensboro Drive, Suite 1125 · McLean, VA 22102 · (703) 734-1507 · Financial planningCRD 106024 · % of assets, Hourly charges, Fixed fees · $403.9 million AUMSEC registeredNo commissions reportedAlpha Financial Advisors, LLC8260 Greensboro Drive, Suite 125 · McLean, VA 22102 · (703) 442-7686 · Financial planningCRD 116291 · % of assets, Hourly charges, Fixed fees · $218.3 million AUMSEC registeredNo commissions reportedAndersen1861 International Drive, Suite 501 · McLean, VA 22102 · (571) 382-0020 · Financial planningCRD 124205 · % of assets, Hourly charges, Fixed fees · $6.3 billion AUMSEC registeredNo commissions reportedArgo Wealth Advisory, LLC1765 Greensboro Station Place, Suite 900 · McLean, VA 22102 · (703) 914-3830 · Financial planningCRD 334041 · % of assets, Fixed fees · $256.2 million AUMSEC registeredNo commissions reportedB&l Wealth Group, LLC1765 Greensboro Station Pl., Tower 1, Ste. 900 · McLean, VA 22102 · (703) 381-2991 · Financial planningCRD 332083 · % of assets, Fixed fees, Performance-based fees · $25.6 million AUMState registeredNo commissions reportedBluesail Advisors LLC1750 Tysons Boulevard, Suite 1500 · McLean, VA 22102 · (703) 373-1170 · Financial planningCRD 144579 · % of assets, Hourly charges, Fixed fees · $28.9 million AUMState registeredNo commissions reported
Brown | Miller Wealth Management, LLC8280 Greensboro Drive, Suite 220 · McLean, VA 22102 · (703) 972-1950 · Financial planningCRD 305742 · % of assets, Hourly charges, Fixed fees · $991.1 million AUMSEC registeredNo commissions reportedChesapeake Investment Management LLC1501 Farm Credit Dr., Suite 2450 · McLean, VA 22102 · (202) 821-1530 · Flat / fixed feesCRD 119010 · % of assets, Fixed fees · $205.0 million AUMSEC registeredNo commissions reportedFlorin Group, LLC1765 Greensboro Station Place, Tower 1, Suite 900 · McLean, VA 22102 · (703) 520-2777 · Financial planningCRD 168196 · % of assets, Hourly charges, Fixed fees · $79.0 million AUMState registeredNo commissions reportedKeystone Asset Management, INC.1430 Spring Hill Rd, Ste 425 · McLean, VA 22102 · (703) 734-3400 · Financial planningCRD 130101 · % of assets, Hourly charges, Fixed fees · $261.0 million AUMSEC registeredNo commissions reportedOlio Financial Planning1751 Pinnacle Drive, Suite 600 · McLean, VA 22102 · (703) 459-9299 · Financial planningCRD 282355 · Hourly charges, Fixed fees · $600.5 million AUMSEC registeredNo commissions reportedPointoak Retirement Advisors1751 Pinnacle Dr, Ste 600 · McLean, VA 22102 · (703) 595-4444 · Flat / fixed feesCRD 314866 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedSpire Wealth Management, LLC7901 Jones Branch Dr., Suite 800 · McLean, VA 22102 · (703) 657-6060 · Financial planningCRD 113908 · % of assets, Hourly charges, Subscription fees · $4.5 billion AUMSEC registeredNo commissions reportedWest Financial Services, INC.2010 Corporate Ridge Road, Ste 530 · McLean, VA 22102 · (703) 847-2500 · Financial planningCRD 137497 · % of assets, Hourly charges, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reported