Lists of fee-only advisors
Advisors grouped by the clients they serve and how they charge. Each list fills itself from advisor profiles and updates as they change. Nobody pays to be on one. How lists are built.
All lists
- 69 advisors
Fee-only financial advisors in Montana
Fee-only advisors serving clients in Montana, each with verified, sourced facts that search engines and AI assistants can read.
- 77 advisors
Fee-only advisors who actually understand crypto
Advisors listed under the crypto specialty with verified working fluency, not a token reference in a marketing bio.
- 2,690 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.
- 987 advisors
Flat-fee financial advisors
Fee-only advisors charging a flat annual fee for comprehensive planning, with compensation decoupled from assets.
- 104 advisors
Fee-only advisors in Ontario
Ontario-based and Ontario-serving fee-only advisors, including dedicated cross-border practitioners.
- 1,349 advisors
Equity compensation specialist advisors
Advisors whose record includes equity compensation (RSUs, ISOs, NSOs, ESPP, concentrated stock) as a core specialty.
- 666 advisors
Fee-only divorce financial planners
Advisors specializing in divorce financial planning, often CDFA-credentialed, who coordinate directly with family-law counsel.
- 1,176 advisors
Fee-only advisors for high earners
Fee-only advisors whose records show dedicated work with high-earning households on tax-aware planning, equity-comp coordination, and long-horizon wealth-building.
- 2,969 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.
- 759 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.
- 2,050 advisors
Fee-only advisors for executives
Fee-only advisors who specialize in executive compensation: base, bonus, RSUs, deferred comp, 10b5-1 plans, and severance.
- 143 advisors
Fee-only advisors for HENRYs
Advisors who specifically take on HENRY households: mid-career, high income, balance sheet still building, lifestyle creep the primary threat.
- 3,334 advisors
Fee-only advisors for retirees
Fee-only advisors specializing in the drawdown phase: withdrawal sequencing, Social Security, Medicare coordination, tax-efficient distribution.
- 1,133 advisors
Fee-only advisors for ultra-high-net-worth households
Fee-only advisors serving UHNW balance sheets: operating companies, alternatives, family-office coordination, multi-generational gifting.
- 2,589 advisors
Fee-only advisors for multi-generational families
Advisors who work with two- and three-generation family systems: governance, financial education, dynasty trusts, family meetings.
- 149 advisors
Fee-only advisors for real estate investors
Advisors who treat real estate as a core asset class: 1031 exchanges, depreciation recapture, entity structure, syndication coordination.
- 7,304 advisors
Retirement planning specialists
Fee-only advisors whose record centers on comprehensive retirement planning: accumulation, drawdown, Social Security, and Medicare.
- 2,851 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.
- 2,754 advisors
Family wealth transfer specialists
Advisors whose record includes family wealth transfer as a core specialty: gifting strategy, dynasty trusts, and inter-generational coordination.
- 391 advisors
Pension planning specialists
Advisors who specialize in pension elections and integration: federal, military, and corporate plans coordinated against Social Security and portfolio drawdown.
- 282 advisors
Real estate investing specialists
Advisors whose record includes real-estate investing as a primary specialty: 1031 exchanges, depreciation, financing terms, entity structure.
- 735 advisors
Sustainable and impact investing advisors
Advisors whose record includes sustainable, ESG, and impact investing as a core specialty: mission-aligned portfolio construction and coordinated giving.