Fee-only financial advisors in Ontario
Toronto is Canada's largest fee-only market, and Ontario's advisor graph skews toward cross-border practice. Every advisor on this list is fee-only under the Wellspent definition.
By the numbers
The Wellspent public graph lists 104 fee-only financial advisors in Ontario at 79 firms, most in Toronto, Ottawa and Markham. 71% hold the CFP certification. Of the 59 with fees on file, 83% charge one-time planning fee.
- Advisors listed
- 104
- Firms
- 79
- Cities
- 34
- Hold the CFP
- 71%
- Other credentials: CFA 14% · CPA 13% · ChFC 1%
- How they charge (of 59 with fees on file): one-time planning fee 83% · ongoing planning fee 61% · flat fee or retainer 56% · hourly 51%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
104 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kristine Beese | Untangle Money | Toronto | MBA, P.Eng, CSC | Not listed |
| Parish Bhumgara | PHB Financial | Mississauga | PFA | Not listed |
| Steven Arnott | Ripple Financial Planning | Toronto | CFA, MBA | Not listed |
| Viraj Trivedi | Clearview Consulting Inc. | Greater Toronto Area | CPA, CA, CBV | Not listed |
About this list
Any fee-only advisor whose profile matches this list's filters appears here automatically, and the list updates as profiles change. Nobody pays to be included or to rank higher.
More in the methodology.