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 |
|---|---|---|---|---|
| Frenise Mann | Mann Financial | Chattanooga | Not listed | Percentage of assets, Flat fee or retainer |
| Gary Rennie | Rennie and Associates | Irvine | CFP | Flat fee or retainer |
| Gregory Hart | Haddon Wealth Management | Haddonfield | CFP | Percentage of assets, Flat fee or retainer |
| Harrison Oakes | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| Jaden Verrico | Ankerstar Wealth | Leander | Not listed | Percentage of assets, Flat fee or retainer |
| James Gorzynski We increase your company value by 72% to prepare for a sale | Certified Exit Planners | Charlotte | Not listed | One-time planning fee, Flat fee or retainer |
| James Sexton | Piedmont Wealth Advisory | Reston | CFP | Flat fee or retainer |
| Jesse Celeste 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. | Artistic Wealth | Red Bank | Not listed | Percentage of assets, Flat fee or retainer |
| Jillian Brooks | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| John Burnside | Burnside and Company | Oregon City | CFP | Flat fee or retainer |
| Joseph Harowski | Smart Choice Financial Planning | St. John | CFP | Flat fee or retainer, Hourly |
| Keith Hays | Creative Capitalists | Glendale | Not listed | Hourly, Flat fee or retainer |
| Kristian Blom | Blom Levy & Co | Santa Barbara | Not listed | Flat fee or retainer, Ongoing planning fee |
| Kyle Ray | Ridgeback Wealth Management | Peachtree City | Not listed | Flat fee or retainer, Ongoing planning fee |
| Lawrence Lane | L Squared Wealth Management | San Diego | CFP | Percentage of assets, Flat fee or retainer |
| Linda Gillespie | Real World Financial Planning | Chestnut Hill | Not listed | Hourly, One-time planning fee |
| Loren Sherman | Integrity Wealth Management | Waukee | Not listed | Flat fee or retainer, Ongoing planning fee |
| Mark Sifling | Simple Life Financial | El Cerrito | CFP | Percentage of assets, Hourly |
| Matthew Lambdin | Method Finance | St. Louis | CFA | Percentage of assets, Flat fee or retainer |
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Michael Chisum | Ankerstar Wealth | Leander | Not listed | Percentage of assets, Flat fee or retainer |
| Michael Firestone | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, Percentage of assets |
| Michael Parks | Upraise Wealth Advisory | Annapolis | CFP | Percentage of assets, Flat fee or retainer |
| Michael Tyler | Eagle Valley Wealth Management | Vilonia | CFA | Flat fee or retainer, Ongoing planning fee |
| Michael Younkman | Ankerstar Wealth | Leander | Not listed | Percentage of assets, Flat fee or retainer |
| Nicholas Butler | Butler Financial Services | Westlake Village | Not listed | Flat fee or retainer, One-time planning fee |
| Nicholas Walker | Walker Financial Advisors | Mission Viejo | CFP | Hourly, Flat fee or retainer |
| Patricia Kiefer | Review Services | Brookfield | CFP | Percentage of assets, Flat fee or retainer |
| Robert Just | Main Street Wealth Management | Baldwinsville | CFP | Percentage of assets, Flat fee or retainer |
| Sara Faurer | Ellevest | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Scott Walker | Walker Financial Advisors | Mission Viejo | CFP | Hourly, Flat fee or retainer |
| Shawn Hudspeth | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Steven Underriter | Freedom Financial Planning Solutions | Grand Rapids | Not listed | Flat fee or retainer |
| Suresh Raghavan | MBR Financial | Houston | CFA | Percentage of assets, Flat fee or retainer |
| Taylor Turner Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists. | Taylor Turner Wealth Management LLC | Richmond | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Favor | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Tim Konicke | Review Services | Brookfield | CFP | Percentage of assets, Flat fee or retainer |
| Todd Lebor | Snowball Wealth Management | Boulder | CFP | Percentage of assets, Flat fee or retainer |
| Tony Escobar Purpose-based financial planning for your business and personal needs. | Exponent Group | Morton | Not listed | One-time planning fee, Percentage of assets |
| Tyler Townsend | Townsend Wealth Management | Columbus | CFP, CFA | Flat fee or retainer |
| Warren Isenberg | Walker Financial Advisors | Mission Viejo | CFP | Hourly, Flat fee or retainer |
| Wei Wang | Triple Summit Advisors | Newton | CFP, CFA | Percentage of assets, Flat fee or retainer |
| William Cox | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| William Reynolds | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, Percentage of assets |
| William Walsh | Quantum Leap Capital | South Burlington | CFP | Percentage of assets, Flat fee or retainer |
| Adam Meyers | GoTo Financial | Ventura | Not listed | Percentage of assets, Hourly |
| Alexander Bowers | Pinestar Capital Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Alexander Koynoff | ATK Financial Prosperity | Oswego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Alexander Means | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Andrew Hall | MarsJewett Financial Group | Bellevue | Not listed | 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.