Flat / fixed fees in Middleburg, VA

3 advisers in Middleburg 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 3

Dudley Capital Management LLC115 the Plains Road, Suite 250 · Middleburg, VA 20117 · (540) 687-4600 · Financial planningCRD 282958 · % of assets, Hourly charges, Fixed fees · $291.7 million AUMSEC registeredNo commissions reported The Hoerner Planning Group, LLC210 East Federal Street · Middleburg, VA 20117 · (540) 687-5090 · Financial planningCRD 139464 · % of assets, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reported Wiseman & Associates Wealth Management115 the Plains Road, Suite 100 · Middleburg, VA 20117 · (540) 687-7077 · Financial planningCRD 169677 · % of assets, Hourly charges, Fixed fees · $70.6 million AUMState registeredNo commissions reported