Fee-OnlyFinder

Flat / fixed fees in Wheeling, WV

3 advisers in Wheeling 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 3

Anthony Investment Management, LLC2-22nd Street, Suite 306 · Wheeling, WV 26003 · (304) 905-1394 · Financial planningCRD 161784 · % of assets, Fixed fees · $73.5 million AUMState registeredNo commissions reportedFort Henry Capital, LLC48 Fourteenth Street · Wheeling, WV 26003 · (304) 232-0422 · Financial planningCRD 168695 · % of assets, Hourly charges, Fixed fees · $278.5 million AUMSEC registeredNo commissions reportedMcKinley Carter Wealth Services, INC.2100 Market Street · Wheeling, WV 26003 · (304) 230-2400 · Financial planningCRD 135184 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reported