Fee-OnlyFinder

Flat / fixed fees in Roanoke, VA

9 advisers in Roanoke 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

360 Wealth Consultants, LLC1017 2nd St Sw · Roanoke, VA 24016 · (540) 562-0123 · Financial planningCRD 310154 · % of assets, Hourly charges, Fixed fees · $16.2 million AUMState registeredNo commissions reportedAmerican Financial Planning, INC.541 Luck Avenue Sw, Suite 304 · Roanoke, VA 24016 · (540) 904-1670 · Financial planningCRD 142588 · % of assets, Hourly charges, Fixed fees · $21.5 million AUMState registeredNo commissions reportedBeacon Wealth Consultants, INC.302 Washington Ave. Sw · Roanoke, VA 24016 · (540) 345-3891 · Financial planningCRD 154939 · % of assets, Hourly charges, Fixed fees · $278.3 million AUMSEC registeredNo commissions reportedGuelich Capital Management, LLC1401 Franklin Road, Sw · Roanoke, VA 24016 · (540) 772-4545 · Financial planningCRD 140505 · % of assets, Hourly charges, Fixed fees · $109.2 million AUMState registeredNo commissions reportedMonsour Advisory Services, INC.2762 Electric Road, Suite B · Roanoke, VA 24018 · (540) 989-6578 · Financial planningCRD 134333 · % of assets, Hourly charges, Fixed fees · $98.8 million AUMState registeredNo commissions reportedOg Advisory Group, LLC103 Kirk Avenue Se · Roanoke, VA 24011 · (540) 384-0422 · Financial planningCRD 326855 · % of assets, Fixed fees, Other · $13.9 million AUMState registeredNo commissions reportedPersonal Financial Planning INC.3536 Brambleton Ave, Suite 8a · Roanoke, VA 24018 · (540) 774-8700 · Financial planningCRD 118589 · % of assets, Hourly charges, Fixed fees · $19.5 million AUMState registeredNo commissions reportedTaylor Financial Group, INC.3102 Brambleton Avenue., Sw · Roanoke, VA 24018 · (540) 774-7971 · Financial planningCRD 116744 · % of assets, Fixed fees · $410.0 million AUMSEC registeredNo commissions reportedVip Planners, INC.1502 Franklin Road, Sw · Roanoke, VA 24016 · (540) 342-1895 · Financial planningCRD 111946 · % of assets, Hourly charges, Fixed fees · $126.2 million AUMSEC registeredNo commissions reported