List
Flat-fee, fee-only financial advisors
Flat-fee planning decouples advisor pay from client asset levels. This list is limited to advisors whose record explicitly uses the flat-fee model.
Fee-only onlyFlat fee
By the numbers
The Wellspent public graph lists 987 fee-only financial advisors on this list at 704 firms, most in San Diego, New York and San Francisco. 66% hold the CFP certification. Of the 987 with fees on file, 100% charge flat fee or retainer.
- Advisors listed
- 987
- Firms
- 704
- Cities
- 473
- Hold the CFP
- 66%
- Other credentials: CFA 10% · CPA 4% · EA 5%
- How they charge (of 987 with fees on file): flat fee or retainer 100% · ongoing planning fee 54% · percentage of assets 48% · one-time planning fee 45%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
987 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Frank Garcia | Frankly Finances | Winter Park | CFP, CFA | Hourly, Flat fee or retainer |
| Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives | Liberty One Wealth Advisors | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Hannah Steendam | Ellevest | Lakewood | CFP | Percentage of assets, Flat fee or retainer |
| Ian Weiner Reduce tax, optimize investments, grow preserve and protect your wealth - for generations. | Not listed | Bentonville | CFP | Percentage of assets, Flat fee or retainer |
| Jacob Turner We help athletes and entrepreneurs build and protect wealth. | Moment Private Wealth | St. Louis | CFP | Percentage of assets, Flat fee or retainer |
| Jeffrey Meenes | Meenes Wealth Partners | Shrewsbury | CFP | Flat fee or retainer, Ongoing planning fee |
| Joel Hanson | Ankerstar Wealth | Leander | CFP | Percentage of assets, Flat fee or retainer |
| Justin Buttrick | Vision Wealth Advisors | Lewisburg | CFP | Flat fee or retainer, Percentage of assets |
| Kahlilah Dowe | TrueWealth Solutions | Radnor | CFP | Flat fee or retainer, One-time planning fee |
| Kaitlin Horsch | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Kenneth Butler | Butler Financial Services | Westlake Village | CFP | Flat fee or retainer, One-time planning fee |
| Kyle Packard | Packard Wealth Strategies | Alexandria | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Lauren Hunt | Daybreak Wealth | Hinsdale | CFP | Flat fee or retainer, Ongoing planning fee |
| Maria Erickson | Freedom Financial & Business Planning | Saint Petersburg | CFP | Hourly, Flat fee or retainer |
| Mark Cecchini Comprehensive wealth management and equity advice for people in tech/crypto with $2m+. | Quadrant Capital | Center Valley | CFP | Percentage of assets, Flat fee or retainer |
| Mark Meredith | Meredith Wealth Planning | Maryville | CFP | Flat fee or retainer, Ongoing planning fee |
| Matthew Miner | Miner Wealth Management, LLC | Raleigh | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Melanie Brophy | Next Play Financial Solutions | Ashburn | CFP | Hourly, Flat fee or retainer |
| Michael Macke | Wealth 73 | Jacksonville | CFP | Flat fee or retainer, Ongoing planning fee |
| Mitch Hamer The intersection of financial planning, investment management, and life plans for high performers. | Intersecting Wealth | Northbrook | CFP | Flat fee or retainer, One-time planning fee |
| Morgan Moore | Keener Financial Planning | Dallas | CFP, CRPC | Flat fee or retainer, One-time planning fee |
| Morgan Sass | Partners in Financial Planning, LLC | Salem | CFP, CPA, CPA/PFS | Flat fee or retainer, Ongoing planning fee |
| Nicholas Phelps | Nicholas H. Phelps, CFP® | State College | CFP | Flat fee or retainer, Hourly |
| Nicole Peterkin | Peterkin Financial | Encinitas | CFP | Flat fee or retainer, Ongoing planning fee |
| Richard Alston | New Dimensions Wealth Management, LLC | Allen | CFP, MA | Percentage of assets, Flat fee or retainer |
| Richard Wimmer | Meredith Wealth Planning | Maryville | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Robb Pryor Helping individuals and small business professionals convert high income to high net worth. | Priority Tax & Financial Planning | Amherst | CFP | Percentage of assets, Flat fee or retainer |
| Robin Snell | Nested Financial & Tax Planning | Palm Harbor | CFP, EA | Flat fee or retainer |
| Ryan Casey | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Ryan Landmark Financial Planner for families that want to know how the clock works, not just what time it is. | Northwestern Mutual Investment Services, LLC | Sioux Falls | CFP | Percentage of assets, Flat fee or retainer |
| Ryan Rocuant | Mutual Trust Advisory Group | Estero | CFP | Percentage of assets, Flat fee or retainer |
| Sam Fawaz | Y.D. Financial Services, Inc. | Southfield | BBA, CFP, CPA, MST | Hourly, Ongoing planning fee |
| Samantha Vient | Ellevest | Costa Mesa | CFP | Percentage of assets, Flat fee or retainer |
| Scott Schatzle | Mutual Trust Advisory Group | Estero | CFP | Percentage of assets, Flat fee or retainer |
| Sofia Figueroa | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Steven Ankerstar | Ankerstar Wealth | Leander | CFP | Percentage of assets, Flat fee or retainer |
| 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. | Farther | White Plains | CFP | Percentage of assets, Flat fee or retainer |
| Veronica Taylor | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Walker Abney | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Zach Ungerott 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. | Hightower Wealth Advisors | St. Louis | CFP | Percentage of assets, One-time planning fee |
| Adam Kalender | Milestone Asset Management Group | Pearl River | CFP | Flat fee or retainer |
| Alexander Davis | Carroll Advisory Group | Texarkana | CFP | Flat fee or retainer, Ongoing planning fee |
| Alison Yoder | Destiny Capital | Denver | CFP | Percentage of assets, Flat fee or retainer |
| Allison Beckham | Beckham Financial | Miami | CFP | Percentage of assets, Flat fee or retainer |
| Andrew McDowell | LifeWise Wealth Advisors | Champaign | CFP | Flat fee or retainer |
| Anithah Neelakanda-Pillai | AP Investment Management | Mountain View | CFP | Percentage of assets, Flat fee or retainer |
| Brad Tinnon | B.E.S.T. Wealth Management | St. Louis | CFP | Percentage of assets, Flat fee or retainer |
| Brian Mars | MarsJewett Financial Group | Bellevue | CFP | Percentage of assets, Flat fee or retainer |
| Brian Seay | Capital Stewards | Huntsville | CFA | Flat fee or retainer, Ongoing planning fee |
| Bruce Ohrenich | Stillwater Private Wealth | Allenton | CFP | Percentage of assets, Flat fee or retainer |
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.