Fee-OnlyFinder

Flat / fixed fees in Green Bay, WI

4 advisers in Green Bay 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 4

Kcd Financial, INC.3061 Allied Street, Suite B · Green Bay, WI 54304 · (920) 347-3400 · Financial planningCRD 127473 · % of assets, Hourly charges, Fixed fees · $202.1 million AUMSEC registeredNo commissions reportedMacco Financial Group, INC.1138 Main Street · Green Bay, WI 54301 · (920) 617-6830 · Financial planningCRD 337398 · % of assets, Fixed fees · $277.8 million AUMSEC registeredNo commissions reportedPackerland Brokerage Services, INC.432 Security Blvd., Ste. 101 · Green Bay, WI 54313 · (920) 662-9500 · Financial planningCRD 37031 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedTitletown Wealth Management, LLC1221 Bellevue Street, Suite 102 · Green Bay, WI 54302 · (920) 468-7443 · Financial planningCRD 307752 · % of assets, Hourly charges, Fixed fees · $150.3 million AUMSEC registeredNo commissions reported