Flat / fixed fees in Middleton, WI

4 advisers in Middleton 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

Apex Fiduciary Advisors LLC8500 Greenway Blvd Ste 105 · Middleton, WI 53562 · (608) 644-5055 · Financial planningCRD 313555 · % of assets, Fixed fees · $47.8 million AUMState registeredNo commissions reported Jacobson & Schmitt Advisors, LLC8333 Greenway Blvd, Suite 330 · Middleton, WI 53562 · (608) 662-7500 · Financial planningCRD 140431 · % of assets, Fixed fees · $676.4 million AUMSEC registeredNo commissions reported Sentinel Advisory Group, LLC1600 Aspen Commons, Suite 825 · Middleton, WI 53562 · (608) 579-9350 · Financial planningCRD 338121 · % of assets, Fixed fees · $320.8 million AUMSEC registeredNo commissions reported Trinity Financial Planning6405 Century Ave #104 · Middleton, WI 53562 · (608) 999-4049 · Financial planningCRD 115924 · % of assets, Fixed fees · $102.9 million AUMState registeredNo commissions reported