fixed fee wealth management

Medicus Wealth Planning is a fiduciary, fee-only financial advisory firm that specializes in providing comprehensive financial planning and investment management services

, same excellence! We are an independent, fee-only Financial Planning and Wealth Management firm based in the East Bay

that you cannot outlive. We also work with fixed index annuities and cash value accumulation life insurance-obligation complimentary consultation. Our clients pay zero (0%) management fees. Take advantage of this offer today! *Guarantees are

. We offer a wide range of services, from managed IT services for businesses to PC repair for networks and hardware repair, to upgrades, blue screen fixes, virus removal, computer installs, and custom builds for both PCs and Macs. Avera360IT has a wealth of knowledge and experience in the IT field

planning and low-cost, tax-optimized asset management. Our advisors are fiduciaries, meaning they financial professionals. We never accept referral fees or sell products, so our clients pre-retirement planning to retirement income management and asset optimization. Our goal is you protect and grow your wealth.

satisfaction. We offer no-obligation consultations, fixed accounting fees, a personal account manager, same-day company formation, IR35 technical

of deposit, professional portfolio management, retirement planning, 401k rollovers, alternative investments, wealth management, financial planning, fixed income, qualified retirement plans

or real estate refinancing. We can also manage collections, bad debt and credit card chargeyour files will we assess any fees. If no erroneous accounts are deleted, no fees are required. We offer a free credit evaluation, and the credit is usually fixed within 30 to 90 days. There are

. We are solely focused on managing individual securities, legacy positions, equity portfolios and fixed-income portfolios, tailored to meet, security and transparency. We don't charge any fees to allocate mutual funds, thus eliminating layers of

At Oasis Wealth Planning Advisors, our mission is mind for our clients. We are fee only, meaning we do not receive , income tax consulting, investment advice and management, estate planning, insurance, executive compensation and pride in our academic-based investment management that is tailored to each client’

out-of-state and local investors to facilitate fix n' flips, rehabs, and new builds. We are customers, with no additional fees beyond the estimated price. Our cloud-based project management system allows our clients

At Arete Wealth Strategists, we understand the need to develop a life. We offer specialized financial planning and investment management services tailored to the needs of business owners our carbon footprint. We are dedicated to being fee-only and a signer of fiduciary oath.

you're looking to increase your wealth, plan for your retirement, or manage your business finances, we can help. We provide a personalized service with no minimum fees to

James Geary, CPA, MBA is a fee-for-services advisor offering cash management, IRAs, SEPs, 401(k), 403(b is well-qualified to help clients with their wealth management needs.

Our Commercial Managers understand the intricacies of business. They have a roof with no additional billable hours - just a fixed monthly fee for unlimited technical support.With our commitment

. We are in the business of creating, managing and preserving wealth. We build customized roadmaps to financial independence year; for your first 100 years of life. Management fees are capped. No minimum account size. All portfolios

business requirements *Fixed accounting fees agreed in advance and not dependent on income level *Personal account manager *Same day

Activate Wealth is a financial planning firm that provides comprehensive services are exclusively fee-based, making it an ideal choice for those looking to manage their finances without

Regal Realty and Property Management is an experienced Residential Real Estate Company located for closing and settlement fees for our local heroes. Our team has a wealth of experience and knowledge

for their needs and circumstances, such as fee-based investment management, flat fee financial planning, and hourly consulting. Our dedicated to providing retirement planning, income planning and wealth protection strategies, including social security coordination, pensions and