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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

Flat-fee financial advisors: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Chad Kelley Means Wealth Management Bangor CFP Percentage of assets, Flat fee or retainer
Christine Parker Parker Financial La Plata CFP Percentage of assets, Ongoing planning fee
Courtney Kenning Destiny Capital Golden CFP Percentage of assets, Flat fee or retainer
Curtis Burch Destiny Capital College Station CFP Percentage of assets, Flat fee or retainer
Daniel Huffman Cornerstone Financial Planning Other ChFC Flat fee or retainer, Ongoing planning fee
Danielle Barbato Milestone Asset Management Group Avon CFP Flat fee or retainer
David Dedman Pulse Wealth Lexington ChFC Flat fee or retainer, Ongoing planning fee
David Ritrovato Bluesphere Advisors East Norriton CFP Flat fee or retainer, Ongoing planning fee
Devin Carroll Carroll Advisory Group Texarkana CFP Flat fee or retainer, Ongoing planning fee
Elizabeth McCollum Prosperity Financial Planning Celebration CFP Flat fee or retainer, Ongoing planning fee
Giovanna Leyva Tidemark Financial Partners San Diego CFP Flat fee or retainer, Percentage of assets
Heath Hamrick H Cubed Financial Solutions Granbury CFP Flat fee or retainer
James Osborne Bason Asset Management Lakewood CFP Flat fee or retainer, Ongoing planning fee
Jameson Holehouse Destiny Capital Detroit Lakes CFP Percentage of assets, Flat fee or retainer
Jamie Stone Means Wealth Management Greenville CFP, ChFC Percentage of assets, Flat fee or retainer
Jarrod Musick Destiny Capital Denver CFP Percentage of assets, Flat fee or retainer
Jeremy Reed Carroll Advisory Group Texarkana CFP Flat fee or retainer, Ongoing planning fee
John Bubello Compass Retirement Old Saybrook CFP Percentage of assets, Flat fee or retainer
John Foley LifeWise Wealth Advisors Champaign CFP, ChFC Flat fee or retainer
John Fredrick RockCrest Financial Somers Point ChFC Flat fee or retainer, Ongoing planning fee
John Kennedy LifeWise Wealth Advisors Champaign CFP Flat fee or retainer
John Sena Mike Sena Advisors Roswell CFP Flat fee or retainer, Hourly
John Wright MarsJewett Financial Group Bellevue CFP Percentage of assets, Flat fee or retainer
Jonathan Wallace Wayfinder Wealth Warriors Lexington CFA Flat fee or retainer, Hourly
Joseph Carbone Focus Planning Group Bayport CFP Percentage of assets, Hourly
Joshua Nuss LifeWise Wealth Advisors Champaign CFP Flat fee or retainer
Joshua Simpson Illumination Wealth Management San Diego ChFC Flat fee or retainer, Ongoing planning fee
Joshua Zorger Fortitude Private Wealth Carmel CFP Percentage of assets, Hourly
Kevin Burns Navwell Advisors Garden City CFP Flat fee or retainer, Ongoing planning fee
Kevin Langman Finovo Wealth Inc. Calgary Not listed Flat fee or retainer, Ongoing planning fee
Logan Sanders Sanders Retirement Planning Omaha CFP Percentage of assets, Flat fee or retainer
Lucas Baker MarsJewett Financial Group Bellevue CFP Percentage of assets, Flat fee or retainer
Matthew Ohrenich Stillwater Private Wealth Allenton CFP Percentage of assets, Flat fee or retainer
McKenzie Ebbesen Bason Asset Management Platte City CFP Flat fee or retainer, Ongoing planning fee
Michelle Brow Full Bloom Financial Northville ChFC Flat fee or retainer, Ongoing planning fee
Nicholaus Domachowski Carroll Advisory Group Texarkana CFP Flat fee or retainer, Ongoing planning fee
Peter Bobolia Destiny Capital Denver CFP, ChFC Percentage of assets, Flat fee or retainer
Richard LoPresti Milestone Asset Management Group Avon CFP Flat fee or retainer
Sanjay Pawar Bluesphere Advisors East Norriton CFP, CFA Flat fee or retainer, Ongoing planning fee
Scott Jewett MarsJewett Financial Group Bellevue CFP Percentage of assets, Flat fee or retainer
Shane Kelly Mayport Newton CFP, CFA Flat fee or retainer, Ongoing planning fee
Tedi Hughes Destiny Capital Lake Ozark CFP Percentage of assets, Flat fee or retainer
Timothy Doyle Destiny Capital Denver CFP Percentage of assets, Flat fee or retainer
Tyler Abney Tidemark Financial Partners San Diego CFP Flat fee or retainer, Percentage of assets
Tyler Linsten Alder Cove Capital Tukwila CFA Flat fee or retainer, Percentage of assets
Tyler Reeves Plimsoll Financial Planning Hoover CFP Flat fee or retainer, Ongoing planning fee
Adam Wilkins Boldin Mill Valley CFP Flat fee or retainer, Ongoing planning fee
Adrienne Stark Boldin Mill Valley CFP Flat fee or retainer, Ongoing planning fee
Alex Offerman Model Wealth Wheaton CFP Hourly, Flat fee or retainer
Alondra Garcia Ellevest New York CFA 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.