Fee-OnlyFinder

Flat / fixed fees in Mequon, WI

5 advisers in Mequon 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

Bruce Wood Capital, LLC11518 N Port Washington Road, Suite 1 · Mequon, WI 53092 · (414) 666-8102 · Flat / fixed feesCRD 331360 · % of assets, Fixed fees, Performance-based fees · $14.7 million AUMState registeredNo commissions reportedDenali Wealth Management, INC.1325 W Towne Square Road · Mequon, WI 53092 · (414) 978-0020 · Financial planningCRD 153323 · % of assets, Fixed fees · $226.1 million AUMSEC registeredNo commissions reportedRichmond Investment Services LLC7702 W Mequon Rd · Mequon, WI 53097 · (262) 242-4200 · Financial planningCRD 327451 · % of assets, Hourly charges, Fixed fees · $453.2 million AUMSEC registeredNo commissions reportedSpectrum Investment Advisors, INC.6329 West Mequon Road · Mequon, WI 53092 · (262) 238-4010 · Financial planningCRD 108669 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedSummit Financial Management LLC1001 W. Glen Oaks Lane, Suite 205 · Mequon, WI 53092 · (262) 236-5090 · Financial planningCRD 285353 · % of assets, Hourly charges, Fixed fees · $65.0 million AUMState registeredNo commissions reported