Fee-only financial advisors,
published as canonical records.

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Featured specialties

• Equity compensation RSUs, ISOs, NSOs, ESPP, 83(b), and concentrated stock strategy.
• Crypto & digital assets Tax, custody, and planning for advisors who actually understand the space.
• Cross-border (US / Canada) Dual-citizen, moving, or working across the US–Canada border.
• Physicians & residents The long training runway, malpractice, PSLF, and late-career catchup.
• Founders (pre-exit) Pre-IPO and M&A planning for founders and early employees.
• Flat-fee planning Comprehensive planning at a fixed, annual price.
• Retirement planning Income, withdrawal strategy, Social Security, and sequence risk.
• Retirement with concentrated positions Drawing down income when most of your net worth is one stock.

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Featured lists

• Fee-only advisors in Ontario Ontario-based and Ontario-serving fee-only advisors, including dedicated cross-border practitioners. 114 advisors
• Fee-only advisors for high earners Fee-only advisors whose canonical records indicate dedicated work with high-earning households on tax-aware planning, equity-comp coordination, and long-horizon wealth-building. 109 advisors
• Retirement planning specialists Fee-only advisors whose canonical record centers on comprehensive retirement planning — accumulation, drawdown, Social Security, and Medicare. 109 advisors
• Fee-only advisors for founders Founder-specialty, fee-only advisors across the US and Canada — pre-exit planning, equity structure, and post-liquidity integration. 107 advisors
• Fee-only advisors for small business owners Advisors who serve owner-operators on entity structure, owner-comp strategy, retirement-plan sponsorship, and succession planning. 107 advisors
• Fee-only advisors for pre-retirees Fee-only advisors specializing in the five-to-ten-year runway before retirement — drawdown modeling, Roth conversion windows, pre-Medicare bridging. 106 advisors
• Fee-only advisors for early-career professionals Advisors who actively serve early-career professionals — building foundations under significant debt, equity-comp basics, and the first decade of household compounding. 95 advisors
• Fee-only advisors for executives Fee-only advisors who specialize in executive compensation — base, bonus, RSUs, deferred comp, 10b5-1 plans, and severance. 93 advisors

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Locations

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Guides

• How to choose a fee-only financial advisor A practical guide to evaluating fee-only advisors — what to verify, what to ask, and how to tell a specialty claim from a marketing claim.
• What 'crypto expertise' should actually mean in a financial advisor Most advisors now reference crypto somewhere on their site. Very few have working depth. Here's what to look for — and what to discount.
• Cross-border advisor discovery: how it differs between Canada and the US Finding a cross-border advisor looks different on either side of the border. A short guide to what's actually different and what to look for.