FLAT FEE FINANCIAL LLC

FLAT FEE FINANCIAL LLC is an SEC-registered investment adviser (CRD 328294). Regulatory assets under management: $17.7M.

Registration

• CRD: 328294
• Type: Registered investment adviser
• Phone: 704-774-5390
• Latest filing: 2026-01-16
• Regulatory AUM: $17.7M
• Discretionary AUM: $17.7M
• Clients: 1
• Accounts: 126

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328294 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search