Flat-fee financial advisors | Wellspent

Wellspent public graph/Lists/Flat-fee financial advisors

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 October 30, 2026. 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
Advisor	Firm	City	Credentials	Fees
Shonty Spatola	Pacific Oak Financial Planning	Woodland Hills	CFP	Flat fee or retainer, Ongoing planning fee
Sylvia Kwan	Ellevest	San Francisco	CFA	Percentage of assets, Flat fee or retainer
Thomas Kopelman We help high net income/ high worth business owners manage their entire financial life.	AllStreet Wealth	Carmel	Not listed	Flat fee or retainer, One-time planning fee
Tristan Cox	Wealth Span Capital Management	Northfield	CFP	Flat fee or retainer
Adam Grossman	Mayport	Newton	CFA	Flat fee or retainer, Ongoing planning fee
Adam Reinking	Redbud Advisors	Austin	CFP, CFA	Flat fee or retainer, Ongoing planning fee
Adam Wojtkowski	Copper Beech Wealth Management	Mansfield	CFP	Percentage of assets, Flat fee or retainer
Alexander Benson	Birchcreek Wealth Management	Miami Township	Not listed	Percentage of assets, Flat fee or retainer
Alexander Wilson	Provident Financial Planning	Addison	Not listed	Percentage of assets, Flat fee or retainer
Amanda Harrell	FPL Capital Management	Metairie	Not listed	Flat fee or retainer, Ongoing planning fee
Amber Schiffert	TARA Wealth	Durham	Not listed	Percentage of assets, Flat fee or retainer
Anthea Perkinson	Monterey Associates	Pelham	CFP	One-time planning fee, Flat fee or retainer
Ava Pompay	Prosperity Wealth Planning	Irvine	CFP	Percentage of assets, Flat fee or retainer
Benjamin Rickey	Leonard Rickey Investment Advisors	Yakima	CFP	Flat fee or retainer, Hourly
Benjamin Rinkey	Illumination Wealth Management	San Diego	Not listed	Flat fee or retainer, Ongoing planning fee
Bradley Johnston	Fiduciary Benefits Group	San Diego	CFP, ChFC	Flat fee or retainer
Brian Bond	Leverage Financial Advisory	Wilmington	CFP	Percentage of assets, Ongoing planning fee
Brian McGivern	Stonestreet Financial	Stoughton	Not listed	Percentage of assets, Flat fee or retainer
Carolanne Chavanne	Prosperity Wealth Planning	Long Beach	CFP	Percentage of assets, Flat fee or retainer
Chelsie Smith	Leonard Rickey Investment Advisors	Yakima	CFP	Flat fee or retainer, Hourly
Cheri Franklin	Clarity Capital Advisors	Lakewood Ranch	CFP	Flat fee or retainer, Ongoing planning fee
Chris Parker	Parker Financial Planning	Bradenton	CFP	Percentage of assets, Ongoing planning fee
Connie Judkins	Palmetto Financial Planners	Richmond Hill	CFP	Percentage of assets, Hourly
Daniel Jacobson	Gabriel Capital	Portland	CFP	Percentage of assets, Hourly
Daniel Vistica	Vistica Wealth Advisors	Carlsbad	Not listed	Percentage of assets, Flat fee or retainer
David Ybarra	Aspired Wealth	Loveland	CFP	Flat fee or retainer, One-time planning fee
Derek Dall Olmo	TreMonte Financial Consultants	Traverse City	CFP	Percentage of assets, Flat fee or retainer
Diana Kahn	The Financial Pharmacist	Aventura	CFP	Flat fee or retainer
Diego Luna Y Parra Diaz	Berlin Wealth Group Advisors	Tomball	Not listed	Flat fee or retainer, Hourly
Emily Maretsky	Educated Financial Planning	Astoria	Not listed	Ongoing planning fee, One-time planning fee
Evan Grey	Grey Private Capital	Charlotte	CFP	Flat fee or retainer, Percentage of assets
Garth Williams	Honu Wealth	Sunnyvale	CFP	Flat fee or retainer, Ongoing planning fee
Gavin Distasi	Topel & DiStasi Wealth Management	Berkeley	Not listed	Percentage of assets, Flat fee or retainer
Geoffrey Gilbert	Inukshuk Investments	Missoula	CFA	Percentage of assets, Hourly
Grace Trewartha	MAPT Capital	Madison	Not listed	Percentage of assets, Flat fee or retainer
Jackson Miller	Fiduciary Benefits Group	San Diego	CFP	Flat fee or retainer
Jacob Carris	Jake Carris Financial Planning	Orlando	CFP, CFA	Percentage of assets, Flat fee or retainer
James Eppes	Eppes Wealth Management	Satellite Beach	CFP	One-time planning fee, Flat fee or retainer
James Grace	Modern Financial Wellness	Portsmouth	CFP	Flat fee or retainer, Ongoing planning fee
James Harrington	Bluesphere Advisors	East Norriton	CFA	Flat fee or retainer, Ongoing planning fee
Janet Griffith	AssetBuilder	Allen	CFP	Percentage of assets, Flat fee or retainer
Jay Franklin	Clarity Capital Advisors	Lakewood Ranch	CFP, CFA	Flat fee or retainer, Ongoing planning fee
Jon Matlock	American Financial Planning	Roanoke	CFP	Flat fee or retainer, One-time planning fee
Jordan Bromley	Prosperity Wealth Planning	Frisco	CFP	Percentage of assets, Flat fee or retainer
Joseph Abboud	Rinzler Capital	Atlanta	Not listed	Flat fee or retainer, Ongoing planning fee
Joy Stenehjem	Leonard Rickey Investment Advisors	Yakima	CFP	Flat fee or retainer, Hourly
Justin Ramirez Business appraisals to help owners plan their next move	Insight Valuations, LLC	Houston	CFA	Flat fee or retainer, Hourly
Karen Oeser	Means Wealth Management	Bangor	CFA	Percentage of assets, Flat fee or retainer
Kellen Thayer	Advisor.com	Charleston	Not listed	Flat fee or retainer, Percentage of assets
Kenneth Kneale	Arcadian Financial Services	San Diego	CFP	Hourly, One-time planning fee

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.

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