Fee-OnlyFinder

Flat / fixed fees in Vienna, VA

9 advisers in Vienna 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

Allegiance Financial Group374 Maple Avenue East, Suite 204 · Vienna, VA 22180 · (703) 242-7900 · Financial planningCRD 313110 · % of assets, Hourly charges, Fixed fees · $675.0 million AUMSEC registeredNo commissions reportedAurora Pointe Capital Management, LLC1934 Old Gallows Road, Suite 350 · Vienna, VA 22182 · (571) 260-0483 · Financial planningCRD 318928 · % of assets, Fixed fees · $72.2 million AUMState registeredNo commissions reportedCapitol Private Wealth Group LLC8150 Leesburg Pike, Suite 630 · Vienna, VA 22182 · (703) 226-0008 · Financial planningCRD 283257 · % of assets, Hourly charges, Fixed fees · $562.1 million AUMSEC registeredNo commissions reportedConnor Capital Management, LLC8300 Boone Blvd., Suite 500 · Vienna, VA 22182 · (703) 714-6692 · Financial planningCRD 155893 · % of assets, Hourly charges, Fixed fees · $46.8 million AUMState registeredNo commissions reportedD'orazio Wealth Advisors8614 Westwood Center Drive, Suite 310 · Vienna, VA 22182 · (703) 269-3100 · Financial planningCRD 131976 · Fixed fees, Other · $1.4 billion AUMSEC registeredNo commissions reportedDiscovery Wealth Planning LLC111 Church St Nw, Suite 201 · Vienna, VA 22180 · (703) 281-3735 · Financial planningCRD 321055 · Hourly charges, Fixed fees · $34.2 million AUMState registeredNo commissions reportedGlassman Wealth Services, LLC8000 Towers Crescent Drive, Suite 1450 · Vienna, VA 22182 · (703) 534-4444 · Financial planningCRD 151478 · % of assets, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reportedRembert Pendleton Jackson1945 Old Gallows Road, Suite 750 · Vienna, VA 22182 · (703) 821-6655 · Financial planningCRD 306510 · % of assets, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedTempler Wealth Management, LLC8000 Towers Crescent Dr., Suite 1350 · Vienna, VA 22182 · (703) 927-4126 · Financial planningCRD 305972 · % of assets, Hourly charges, Fixed fees · $102.9 million AUMSEC registeredNo commissions reported