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 |
|---|---|---|---|---|
| Thomas Herlihy | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Trevor Bruno | ROI Financial Advisors | Beaverton | Not listed | Flat fee or retainer, Hourly |
| Tyler Weerden | Layered Financial | Arlington | Not listed | Flat fee or retainer, One-time planning fee |
| Wesley Stien | Lodestar Financial Management | Arlington | CFP | Flat fee or retainer |
| William Dippell | Milestone Money | Chicago | Not listed | Flat fee or retainer, Ongoing planning fee |
| Zachary Means | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Alfred Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Anders Storvik | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Andrew Gans | Rockcliff Capital | Pittsburgh | CFP | Flat fee or retainer |
| Andrew Wong | FinCop Financial Planning | Dublin | Not listed | Hourly, Flat fee or retainer |
| Anna Thornburg | Model Wealth | Wheaton | Not listed | Hourly, Flat fee or retainer |
| Anthony Olson | Olson Economics | Keene | PFS | Percentage of assets, Hourly |
| Ariel Hartounian | ACap Advisors & Accountants | Studio City | Not listed | Percentage of assets, Hourly |
| Brad Weinberg | W Bradley Wealth Management | Oviedo | CFA | Ongoing planning fee, Flat fee or retainer |
| Brent Hudson | Fluid Financial Planning | Columbus | Not listed | Percentage of assets, Flat fee or retainer |
| Brenton Devore | DeVore Financial Advisors | Escondido | ChFC | Percentage of assets, Flat fee or retainer |
| Brian Lowder | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Carson Simpson | C.S. Wealth | Carey | Not listed | Flat fee or retainer, One-time planning fee |
| Chad Nolte | Model Wealth | Wheaton | Not listed | Hourly, Flat fee or retainer |
| Chad Young | Young Financial Planning | Lafayette | Not listed | Flat fee or retainer, Percentage of assets |
| Cilimberg James | Foresight Financial Advising | Vestavia | ChFC | Flat fee or retainer, Ongoing planning fee |
| Daniel Bender | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| David Gorham | Liftoff Financial Planning | Pocatello | Not listed | Percentage of assets, Flat fee or retainer |
| Elizabeth Alamillo | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Eric Greenberg | ESG Wealth Advisors | Lansdale | Not listed | Flat fee or retainer, Percentage of assets |
| Gabriel Martin | Pelican Family Office | Covington | Not listed | Flat fee or retainer, Percentage of assets |
| Hardik Patel | Trusted Path Wealth Management | Santa Rosa | Not listed | Percentage of assets, Flat fee or retainer |
| Jack Branch | Pelican Family Office | Covington | Not listed | Flat fee or retainer, Percentage of assets |
| Jack Monteith | Monteith Wealth, LLC. | Bozeman | CFP | Hourly, Flat fee or retainer |
| James Devico | Mountain Pass Planning | Hopewell Junction | Not listed | Flat fee or retainer, Hourly |
| Janet Campbell | Abunda Financial | Sausalito | CFP | Flat fee or retainer, Ongoing planning fee |
| Jennifer Ramaswamy | Sonoma Mountain Financial | Petaluma | Not listed | Flat fee or retainer, Ongoing planning fee |
| John Brady | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| John Friedman | John Friedman Financial | San Francisco | CFP | Flat fee or retainer, Hourly |
| Kendal Fordham | Privileged Planning | Green Cove Springs | Not listed | Percentage of assets, Flat fee or retainer |
| Kevin Leeds | Vision Retirement | Maywood | Not listed | Flat fee or retainer, Hourly |
| Louis Leyes | Stages Planning Group | Virginia Beach | Not listed | Ongoing planning fee, Percentage of assets |
| Louiza Smith | ACap Advisors & Accountants | Studio City | Not listed | Percentage of assets, Hourly |
| Mark Kriss | Macroclimate | Sausalito | Not listed | Percentage of assets, Flat fee or retainer |
| Matthew Dunham | Dream Lake Financial | Saukville | Not listed | Flat fee or retainer, Ongoing planning fee |
| Michael Alexenko | Royal Asset Managers | St. Charles | CFA | Percentage of assets, Flat fee or retainer |
| Michael Kinnear | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Michael Ripski | Skipjack Financial | New Orleans | Not listed | Ongoing planning fee, One-time planning fee |
| Michelle Contois | Colman Knight | Acton | Not listed | Flat fee or retainer, Ongoing planning fee |
| Michelle Francis | Life Story Financial | Arvada | Not listed | Flat fee or retainer, Percentage of assets |
| Mike Monteith | Monteith Wealth, LLC. | Bozeman | CFP | Hourly, Flat fee or retainer |
| Mitchell Towne | LeClair Wealth Partners | Dublin | Not listed | Percentage of assets, Flat fee or retainer |
| Nicholas King | Targeted Financial Planning | East Stroudsburg | Not listed | Percentage of assets, Flat fee or retainer |
| Noah Haverdink | EPIQ Partners | Minneapolis | CFP | Flat fee or retainer, Ongoing planning fee |
| Pamela Evason | Windermere Wealth Advisors | Elm Grove | 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.