Flat / fixed fees in Burlington, VT

5 advisers in Burlington 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 5

44 North Capital, LLC431 Pine Street, Suite 114 · Burlington, VT 05401 · (802) 300-0614 · Financial planningCRD 327552 · % of assets, Fixed fees · $125.1 million AUMSEC registeredNo commissions reported Oak Maple Finance, LLC35 King Street, Suite 10 · Burlington, VT 05401 · (802) 662-2880 · Financial planningCRD 322908 · % of assets, Hourly charges, Fixed fees · $92.5 million AUMState registeredNo commissions reported One Day in July LLC77 College St. #3a · Burlington, VT 05401 · (802) 503-8280 · Financial planningCRD 284335 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reported Shipwright Advisors50 Lakeside Ave #106 · Burlington, VT 05401 · (802) 777-4288 · Financial planningCRD 329816 · % of assets, Fixed fees · $2.2 million AUMState registeredNo commissions reported Westview Investment Advisors118 Pine St. · Burlington, VT 05401 · (802) 489-5342 · Financial planningCRD 305655 · % of assets, Hourly charges, Fixed fees · $228.6 million AUMSEC registeredNo commissions reported