Fee-OnlyFinder

Flat / fixed fees in Richmond, VA

39 advisers in Richmond 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 39

Alpha Advisors, LLC3951 Westerre Parkway, Suite 130 · Richmond, VA 23233 · (804) 754-8532 · Financial planningCRD 118107 · % of assets, Fixed fees · $256.1 million AUMSEC registeredNo commissions reportedAlpha Omega Wealth Management, LLC7202 Glen Forest Drive, Suite 300 · Richmond, VA 23226 · (804) 955-1600 · Financial planningCRD 149842 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedBeale Healy Investment Advisors INC1802 Bayberry Court, Suite 305 · Richmond, VA 23226 · (804) 355-0223 · Financial planningCRD 110969 · % of assets, Hourly charges, Fixed fees · $102.8 million AUMState registeredNo commissions reportedBlue Edge Capital, LLC5706 Grove Avenue, Suite 202 · Richmond, VA 23226 · (804) 673-7401 · Flat / fixed feesCRD 155613 · % of assets, Fixed fees · $765.1 million AUMSEC registeredNo commissions reportedBonwell Capital Management, LLC5700 West Grace Street, Suite 107 · Richmond, VA 23226 · (804) 285-1546 · Financial planningCRD 139236 · % of assets, Hourly charges, Fixed fees · $105.0 million AUMState registeredNo commissions reportedBrockenbrough920 Libbie Ave., Suite 201 · Richmond, VA 23226 · (804) 288-0404 · Financial planningCRD 105142 · % of assets, Fixed fees, Performance-based fees · $5.5 billion AUMSEC registeredNo commissions reportedCampbell Deegan Financial8730 Stony Point Parkway, Suite 100 · Richmond, VA 23235 · (804) 913-1114 · Financial planningCRD 293020 · % of assets, Fixed fees · $745.1 million AUMSEC registeredNo commissions reportedCanal Capital Management, LLC9 South 5th Street · Richmond, VA 23219 · (804) 325-1450 · Financial planningCRD 164971 · % of assets, Fixed fees, Performance-based fees · $1.3 billion AUMSEC registeredNo commissions reportedCary Street Partners901 East Byrd Street, Suite 1001 · Richmond, VA 23219 · (804) 340-8100 · Financial planningCRD 128545 · % of assets, Hourly charges, Fixed fees · $10.3 billion AUMSEC registeredNo commissions reportedCary Street Partners Asset Management901 East Byrd Street, Suite 1001 · Richmond, VA 23219 · (804) 340-8100 · Flat / fixed feesCRD 289178 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reported
Clearview Financial5000 Monument Avenue, Suite 100 · Richmond, VA 23230 · (804) 869-9541 · Financial planningCRD 282690 · % of assets, Fixed fees · $102.6 million AUMState registeredNo commissions reportedCommonwealth Retirement Investments LLC9030 Stony Point Parkway, Suite 470 · Richmond, VA 23235 · (804) 282-1238 · Financial planningCRD 285998 · % of assets, Fixed fees · $377.0 million AUMSEC registeredNo commissions reportedCovenant Wealth Advisors8001 Franklin Farms Drive, Rm 208 · Richmond, VA 23229 · (804) 729-5265 · Financial planningCRD 155221 · % of assets, Hourly charges, Fixed fees · $909.6 million AUMSEC registeredNo commissions reportedDp Grow LLC3200 Rockbridge Street, Suite 300 · Richmond, VA 23230 · (804) 352-0881 · Financial planningCRD 308412 · % of assets, Fixed fees · $2.3 million AUMState registeredNo commissions reportedEvoadvisors2917 West Leigh Street · Richmond, VA 23230 · (804) 794-1981 · Financial planningCRD 149615 · Fixed fees · $337.2 million AUMSEC registeredNo commissions reportedFounders Grove Wealth Partners, LLC6802 Paragon Place, Suite 300 · Richmond, VA 23230 · (804) 910-0001 · Financial planningCRD 331352 · % of assets, Fixed fees · $532.3 million AUMSEC registeredNo commissions reportedFuller Wealth Advisors2727 Buford Road, Suite 1b · Richmond, VA 23235 · (804) 977-1122 · Financial planningCRD 158891 · % of assets, Hourly charges, Fixed fees · $84.4 million AUMState registeredNo commissions reportedHarvest Financial Group, LLC3900 Westerre Parkway, Suite 300 · Richmond, VA 23233 · (804) 788-4100 · Financial planningCRD 149503 · % of assets, Hourly charges, Fixed fees · $78.7 million AUMState registeredNo commissions reportedHeartwood Wealth Advisors, LLC9020 Stony Point Parkway, Suite 325 · Richmond, VA 23235 · (804) 269-8711 · Financial planningCRD 300273 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedHeritage Wealth Advisors919 East Main Street, Suite 950 · Richmond, VA 23219 · (804) 643-4080 · Financial planningCRD 137484 · % of assets, Fixed fees · $4.9 billion AUMSEC registeredNo commissions reportedHermitage Wealth3761 Westerre Parkway, Suite G · Richmond, VA 23233 · (804) 270-7877 · Financial planningCRD 333235 · % of assets, Hourly charges, Fixed fees · $37.5 million AUMSEC registeredNo commissions reportedHunter Michael Investment Advisors INC9030 Stony Point Parkway, Suite 590 · Richmond, VA 23235 · (804) 378-7640 · Flat / fixed feesCRD 107884 · % of assets, Fixed fees · $81.2 million AUMSEC registeredNo commissions reportedJuno Financial Group LLC1802 Bayberry Court, Suite 203 · Richmond, VA 23226 · (804) 500-6464 · Financial planningCRD 336362 · % of assets, Fixed fees · $541.9 million AUMSEC registeredNo commissions reportedKanawha Capital Management, LLC7201 Glen Forest Drive, Suite 200 · Richmond, VA 23226 · (804) 359-3900 · Financial planningCRD 118458 · % of assets, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedMcKay Wealth Management Group LLC2920 W Broad St, Suite 208 · Richmond, VA 23230 · (804) 447-1708 · Financial planningCRD 281578 · % of assets, Hourly charges, Fixed fees · $58.5 million AUMState registeredNo commissions reportedMidatlantic Capital Management, INC.11448 Robious Road · Richmond, VA 23235 · (804) 272-9200 · Flat / fixed feesCRD 116524 · % of assets, Fixed fees · $477.0 million AUMSEC registeredNo commissions reportedNasdaq Dorsey Wright3300 W Leigh Street · Richmond, VA 23230 · (804) 320-8511 · Hourly feesCRD 104925 · % of assets, Hourly charges, Subscription fees · $1.0 billion AUMSEC registeredNo commissions reportedParagon Financial Services3761 Westerre Parkway, Suite H · Richmond, VA 23233 · (804) 673-8888 · Financial planningCRD 164832 · % of assets, Hourly charges, Fixed fees · $383.7 million AUMSEC registeredNo commissions reportedRock Steady Wealth, INC.3301 Rosedale Ave, Suite D · Richmond, VA 23230 · (804) 683-2565 · Financial planningCRD 226639 · % of assets, Hourly charges, Fixed fees · $5.6 million AUMState registeredNo commissions reportedRoseline Capitol Advisors, LLC140 Virginia St., Suite 300 · Richmond, VA 23219 · (804) 545-7440 · Financial planningCRD 137604 · % of assets, Hourly charges, Fixed fees · $67.7 million AUMState registeredNo commissions reportedSima Wealth Partners, LLC1912 E Broad Street · Richmond, VA 23223 · (804) 285-5700 · Financial planningCRD 159943 · % of assets, Hourly charges, Fixed fees · $156.7 million AUMSEC registeredNo commissions reportedSpark Financial Advisors7130 Glen Forest Drive, Suite 110 · Richmond, VA 23226 · (804) 451-1210 · Financial planningCRD 296914 · % of assets, Hourly charges, Fixed fees · $147.1 million AUMSEC registeredNo commissions reportedTaylor Hoffman Capital Management1021 East Cary Street, Suite 2100 · Richmond, VA 23219 · (804) 964-2500 · Financial planningCRD 309329 · % of assets, Hourly charges, Fixed fees · $469.5 million AUMSEC registeredNo commissions reportedThompson Davis Asset Management9030 Stony Point Pkwy, Ste 100 · Richmond, VA 23235 · (804) 644-6380 · Financial planningCRD 41353 · % of assets, Fixed fees, Performance-based fees · $211.3 million AUMSEC registeredNo commissions reportedTone Capital, LLC4120 W. Broad Street · Richmond, VA 23230 · (804) 447-1404 · Financial planningCRD 285622 · % of assets, Hourly charges, Fixed fees · $118.3 million AUMSEC registeredNo commissions reportedVerus Financial Partners9030 Stony Point Parkway, Suite 160 · Richmond, VA 23235 · (804) 592-3465 · Financial planningCRD 106744 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedWatch Hill Financial INC7501 Boulder View Drive, Suite 620 · Richmond, VA 23225 · (804) 677-9685 · Financial planningCRD 343646 · % of assets, Hourly charges, Fixed feesSEC registeredNo commissions reportedWealthcare Capital Management LLC2 James Center, 1021 East Cary Street, #702 · Richmond, VA 23219 · (804) 644-4711 · Financial planningCRD 111119 · % of assets, Hourly charges, Fixed fees · $3.9 billion AUMSEC registeredNo commissions reportedWealthcrossing1001 Haxall Point, Suite 705 · Richmond, VA 23219 · (804) 237-1700 · Financial planningCRD 132513 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reported