Flat Fee Financial

FLAT FEE FINANCIAL LLC is a state-registered investment adviser with $18 million in regulatory assets under management. The firm has 1 employee and 1...

Overview

FLAT FEE FINANCIAL LLC is a state-registered investment adviser with $18 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a flat fee structure.

General information

Firm type

Asset Manager

Does Flat Fee Financial provide tax planning or estate coordination?

Comprehensive planning is a core component of the flat-fee model, encompassing retirement income projections, Social Security optimization, tax-loss harvesting within taxable accounts, and coordination with estate-planning attorneys. The firm does not prepare tax returns or draft legal documents, but its advisors review strategies and collaborate with the client's CPA or attorney to align financial decisions with the broader estate plan.

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