Flat-fee, fee-only financial advisors

Andy Moran, CFP®

Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets.

Anthony Syracuse

Dynamic Financial Planning is a fee-only, fiduciary financial planning firm in Scottsdale, AZ specializing in equity compensation and financial planning for tech professionals and high earners in their 30s and 40s.

Artistic Wealth

Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client.

Brendan Crews

Daviman Financial provides customized financial planning and research-based investment management services to small business owners looking to increase the efficiency of their personal finances.

Brian Seymour

Guiding First-Generation Wealth Builders

Brianna Shealey - Buena Vista Financial Planning LLC

Helping clients find clarity of their financial future while humanizing the financial planning experience.

Bull Oak

You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned. Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.

Cannon Wealth Management

Financial planning is as important as investments.

Capital Area Planning Group

We offer financial planning and investment management services to senior managers and executives in tech.

CAPTRUST

CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.

Cayden McLaughlin, CFP, EA

Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early

Certified Exit Planners

We increase your company value by 72% to prepare for a sale

Chad Holmes

Flat fee - fee only - fiduciary - Life Audit Creator

Chelsea Ransom-Cooper

Zenith Wealth Partners provides a flexible retirement planning and investment management approach that inspires our clients to take financial action.

Chris Musick

Personal CFO for faith-driven founders earning $300k+, helping you steward income, taxes, and wealth beyond the business.

Cody Murray

Fee only fiduciary financial planning firm working with business owners.

Cory Smith

Financial life planning for business owners and the childfree community.

Daniel M Kavanaugh CPA Inc

We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals.

Define Financial

Tax-smart retirement planning for investors with a $2MM+ nest egg.

Eric Roberge

Use our strategies to make optimal financial decisions that allow you you live well today while planning responsibly for tomorrow.

Eric Ross

Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life.

Evon Mendrin

We help optometrists nationwide build thriving practices and lasting wealth through tailored financial planning and investment management.

Fee-Only Planning Hawaii

We do comprehensive financial planning for individuals and families in the mid-market affluent space.

Focused Founders Wealth Planning

Financial Advice for Millennial and Gen X Entrepreneurs with ADHD

Garrett Chmiola

Valeo is an independent, fee-only financial advisory firm offering objective, independent guidance for one transparent fee

Generations Financial Management

Helping people understand their financial situation and showing them the real-world impact it has on their lives

Gloria Garcia Cisneros

Empowering the Next Gen and First Gen to Build Wealth & Their Dream Lives

Grey Private Capital

Haven Wealth Planning

We help busy parents and individual professionals plan for the future and enjoy the present moment.

Hightower Wealth Advisors | St. Louis

We help streamline complexity, save money, and grow wealth, but ultimately, we set out to uncover what’s truly important to our clients, building a financial life that reflects a meaningful life.

Ian Weiner, CFP(R), CEPA

Reduce tax, optimize investments, grow preserve and protect your wealth - for generations.

ignition tax

ignition tax

Insight Valuations, LLC

Business appraisals to help owners plan their next move

Intersecting Wealth

The intersection of financial planning, investment management, and life plans for high performers.

Jake Skelhorn

Tax-smart financial advice for high-earners and pre-retirees

James White, Jr

Wealth advisory services for high-earning CRE Professionals.

Joel Cundick

I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve.

Justin May

Tax-focused wealth management for executives & founders

Justin Pritchard

Retirement planning and investment management.

Kyle Kuyat

Larry Sprung, CFP®, CEPA®▪️ Mitlin Financial, Inc®

Bringing JOY to Your Money Journey™

Lei Deng

Efficient financial plans and investing for busy skilled trades professionals

Liberty One Wealth Advisors

Tax-efficient Wealth Management for high-income ($500k+) executives

Mark Cecchini, CFP® - Quadrant Capital

Comprehensive wealth management and equity advice for people in tech/crypto with $2m+.

Michael Taylor - The Financial Rules Consulting

Independent Fee-only financial coaching and solutions, by the hour or by the project

Michael Troxell

Financial planning for folks with stock options and RSUs

Michal Skowronski

Comprehensive Wealth Planning for High-Income Professionals and Retirees

Moment Private Wealth

We help athletes and entrepreneurs build and protect wealth.

Novak Financial Partners

Flat-fee. Fiduciary. Life-centered planning.

Patrick Cicchetti

I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business.

Priority Tax & Financial Planning

Helping individuals and small business professionals convert high income to high net worth.

Reconstructing Wealth

We help high capacity families align money with purpose so it fuels their mission.”

Robert Jeter

Modern Tax & Retirement Expertise

Robinson Crawford

Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®.

Rora Wealth

Financial advice for startup founders and tech employees with equity compensation.

Ryan Johnson

We help successful professionals and families simplify their finances, make confident decisions, and align their money with the life they want to live.

Ryan Landmark

Financial Planner for families that want to know how the clock works, not just what time it is.

Ryan-Canfield

Helping Millennials simplify their life so they can continue to experience life today, while also saving for the future.

Seth Shepherd

"Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products like insurance.

Steven Balch

Helping you organize your financial life so you can focus on what truly matters

Steward

A modern estate planning firm combining technology with expert attorney support

Taylor Nissi

On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life.

Taylor Turner

Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists.

Thomas-Kopelman

We help high net income/ high worth business owners manage their entire financial life.

Tony Escobar

Purpose-based financial planning for your business and personal needs.

VDB Wealth

A boutique wealth management firm focused on holistic support for business owners and entrepreneurs.

Vrishin Subramaniam

Helping immigrants align their money and their life

Wealthcare for Women

I help women aged 55-75 retire with clarity, comfort, & confidence

WELLth Financial Planning

WELLth is a flat fee, fiduciary financial planner located in Palm Beach Gardens, Florida and serving clients nationally