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 |
|---|---|---|---|---|
| Anthony McLean | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Brad Duerks | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Brock Mackenzie | MarsJewett Financial Group | Bellevue | Not listed | Percentage of assets, Flat fee or retainer |
| Caleb Smoes | LifeWise Wealth Advisors | Champaign | Not listed | Flat fee or retainer |
| Clark Jeffries | Jeffries Wealth | Marietta | Not listed | Flat fee or retainer, Ongoing planning fee |
| Dana Strickland | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Daniel Berg | B.E.S.T. Wealth Management | St. Louis | Not listed | Percentage of assets, Flat fee or retainer |
| Daniel Witherspoon | LifeWise Wealth Advisors | Champaign | Not listed | Flat fee or retainer |
| David Cust | Means Wealth Management | Sarasota | Not listed | Percentage of assets, Flat fee or retainer |
| David Means | Means Wealth Management | Greenville | Not listed | Percentage of assets, Flat fee or retainer |
| Elizabeth Sowle | MarsJewett Financial Group | Bellevue | Not listed | Percentage of assets, Flat fee or retainer |
| Eric Baker | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Erin Barry | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Evan Lang | Atwood & Palmer | Kansas City | CFA | Percentage of assets, Flat fee or retainer |
| Evan Mills | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Frank Alvarez | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Gregory Legorreta | Loam Advisory | Los Angeles | Not listed | One-time planning fee, Flat fee or retainer |
| Ian Goldey | GoTo Financial | Westlake Village | Not listed | Percentage of assets, Hourly |
| Jack Johnson | Sierra Financial Planning & Asset Management | Roseville | CFP | Flat fee or retainer, Ongoing planning fee |
| James Behr | Stillwater Private Wealth | Mt. Pleasant | Not listed | Percentage of assets, Flat fee or retainer |
| Jared Redfield | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| John Dudley | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| John Vanderburgh | LifeWise Wealth Advisors | Champaign | Not listed | Flat fee or retainer |
| Jonathan Nagy | Alpine Road Financial | Bend | Not listed | Percentage of assets, Flat fee or retainer |
| Joshua Stipcich | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Kevin Caldwell | Islands East Advisors | Chester | Not listed | Flat fee or retainer, Hourly |
| Kevin Dodgson | Shetland Financial | Center Valley | CFA | Flat fee or retainer |
| Lance Johnson | ROI Financial Advisors | Beaverton | Not listed | Flat fee or retainer, Hourly |
| Lee Jones | Tangent Retirement | Irvine | Not listed | Percentage of assets, Flat fee or retainer |
| Lisa Pendley | 8th Street Investments | Alexandria | CFP | Hourly, Flat fee or retainer |
| Malique Micenheimer | WIN Private Wealth | Elk Grove | Not listed | Percentage of assets, Flat fee or retainer |
| Mark Nicholas | Transform Retirement | Green Bay | Not listed | Flat fee or retainer |
| Matthew Oberdorfer | Oberdorfer Financial | Gahanan | Not listed | Flat fee or retainer, Ongoing planning fee |
| Micah Reish | Crestone Financial Advisors | Broadway | Not listed | Percentage of assets, Flat fee or retainer |
| Michael Graham | Mayport | Newton | Not listed | Flat fee or retainer, Ongoing planning fee |
| Michael Mezheritskiy | Milestone Asset Management Group | Avon | Not listed | Flat fee or retainer |
| Michael Taylor Independent Fee-only financial coaching and solutions, by the hour or by the project | The Financial Rules Consulting | SAN ANTONIO | Not listed | Flat fee or retainer, Hourly |
| Noah Lewis | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Noah York | York Wealth Management | West Chicago | Not listed | Flat fee or retainer, Ongoing planning fee |
| Ousmane Diagne | Timbuktu Capital Management | Boston | CFP, CFA | Flat fee or retainer |
| Paul Means | Means Wealth Management | Venice | Not listed | Percentage of assets, Flat fee or retainer |
| Peter Sowden | Atwood & Palmer | Kansas City | CFA | Percentage of assets, Flat fee or retainer |
| Ryan Kolstad | AP Investment Management | Mountain View | Not listed | Percentage of assets, Flat fee or retainer |
| Sanay Patel | Purpose Wealth | Longmont | Not listed | Flat fee or retainer, Ongoing planning fee |
| Scott Leise | Sanders Retirement Planning | Omaha | Not listed | Percentage of assets, Flat fee or retainer |
| Sean Mullaney | Mullaney Financial & Tax | Woodland Hills | Not listed | Flat fee or retainer, One-time planning fee |
| Seth Bittner | Stillwater Private Wealth | Allentown | Not listed | Percentage of assets, Flat fee or retainer |
| Spencer Jones | Atwood & Palmer | Kansas City | CFA | Percentage of assets, Flat fee or retainer |
| Stacey Young | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Franks | Emmanuel Capital Management | Pittsurgh | CFA | Percentage of assets, Hourly |
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.