By what you need Retirement planning When you can stop work, and how to draw income. Tax planning Keep more of what you earn and invest. Estate planning Pass on what you've built. Equity compensation RSUs, options and company stock.

By who you are Retirees Income and spending after work. Tech employees Stock, bonuses and high earnings. Founders Before and after a sale. Physicians High income, student debt, late starts.

By fee or credential Hourly advisors Pay for the time you use. Flat-fee advisors A set price, not a percentage. One-time plans One plan, no ongoing fee. CFP advisors Certified Financial Planners.

Not sure who to look for? 2 minutes to answer a few questions and see advisors who fit. Get matched →

All advisors All firms Curated lists

States California New York Texas Florida Illinois

Cities New York City Houston Atlanta Austin Chicago

Canada Ontario British Columbia Alberta Quebec

What advisors charge in your state 33 states with their own fee report, built from published prices. See the fee report →

What advisors charge The fee report What fee-only firms publish, in dollars. Fee calculator Compare 1% of assets with a flat fee.

Understanding fees Is 1% too much? What a percentage fee adds up to. Fee-only, fee-based and commission How each one gets paid.

Pay another way Hourly advisors Pay for the time you use. Flat-fee advisors A set price, not a percentage.

The typical fee for ongoing planning $4,500 a year, the median across the published prices of 775 US firms. See the fee report →

Choosing an advisor Do I need an advisor? When one is worth paying for. How to choose What to compare, and in what order. Questions to ask What to ask before you sign. How to check an advisor Look up a record yourself.

Reference Glossary Financial advice terms in plain English. Curated lists Advisors grouped by client and specialty. Recently updated The newest changes to the graph.

How the data works Methodology How records are built and checked. About the data Where each fact comes from. Editorial standards How guides are written and reviewed.

Are you an advisor? You may already be on the graph. Claim your record and keep it current. Claim your record →

For advisors Get matched

Specialties Find an advisor by what you need help with. Who they serve Retirees, founders, physicians and more. Locations States, provinces and major cities. Fee or credential Hourly, flat fee, CFP, and how much you have. What advisors charge The typical ongoing fee is $4,500 a year. Guides How to choose, check and pay an advisor.

All advisors All firms Curated lists Fee calculator Glossary Methodology About the data Recently updated

For advisors Get matched

Wellspent public graph/Firms/A–Z/O

Fee-only firms: names starting with O

201 fee-only advisory firms in the US and Canada whose name starts with O, each with its city. Showing 201 to 201.

A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
X
Y
Z
0–9

Oxler Private Wealth Rye Brook, New York

1
2

Firms by state and province Advisors A–Z

The public graph of fee-only financial advisors. Every fact shows where it came from. No paid placement.

Browse

Advisors
Firms
Specialties
Locations
Find by fee or credential

Editorial

Lists
Guides
Glossary
What advisors charge
Recently updated

About the data

Methodology
About the data
llms.txt
Sitemap

© 2026 Wellspent. A ClearGraph product. Privacy Do not share my information

Readable by AI assistants · llms.txt Are you an advisor? Claim your record →