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 |
|---|---|---|---|---|
| Peter Kriss | Macroclimate | Sausalito | Not listed | Percentage of assets, Flat fee or retainer |
| Rachel Gurinsky | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Rachel Jennison | Paysse Jennison | Mercer Island | CFP | Hourly, Flat fee or retainer |
| Rebecca Dodge | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Richard Colman | Colman Knight | Acton | Not listed | Flat fee or retainer, Ongoing planning fee |
| Robert Holzbach | Red Kennedy Financial | Littleton | Not listed | Flat fee or retainer, Hourly |
| Robert McCARTHY | Alternative Capitalis | Wrentham | Not listed | Percentage of assets, Hourly |
| Russ Thornton I help women aged 55-75 retire with clarity, comfort, & confidence | Wealthcare for Women | Atlanta | Not listed | Percentage of assets, Flat fee or retainer |
| Ryan Bannister | 1Up Financial Advisors | Cary | Not listed | Ongoing planning fee, Hourly |
| Ryan Beckham | Brian D. Lowder | San Diego | CFP, CFA | Flat fee or retainer, Hourly |
| Ryan Fujioka | Fire Capital Management | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Sarah Behr | Simplify Financial Planning | San Francisco | Not listed | Flat fee or retainer, One-time planning fee |
| Stephen Chen | Boldin | Mill Valley | Not listed | Flat fee or retainer, Ongoing planning fee |
| Taylor Chamness | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Coy | Wela Financial Advisory | San Antonio | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Geraci | Purtill Financial | Fort Myers Beach | Not listed | Percentage of assets, Hourly |
| Todd Pouliot | Gateway Financial | Northfield | Not listed | Flat fee or retainer, Ongoing planning fee |
| Wendy Weiss | Weiss Financial Advisors | Cambridge | Not listed | Percentage of assets, Flat fee or retainer |
| William Hines | Emancipare Investment Advisors | Easton | Not listed | Flat fee or retainer, Hourly |
| Adrien Vanpoperinghe | Lybis Investing | Broomfield | Not listed | Percentage of assets, Hourly |
| Andrew Rexroat | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Billie Paveglio | Northern Edge Wealth Management | Marquette | Not listed | Flat fee or retainer, Percentage of assets |
| Brandon Furlan | Capital Gains Advisory | Township Of Washington | Not listed | Flat fee or retainer |
| Bruce Griffith | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Carson Pope | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Carsten Hood | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Damian Dufour | Fiduciary Benefits Group | San Diego | Not listed | Flat fee or retainer |
| Dane Nelson | Northern Edge Wealth Management | Marquette | Not listed | Flat fee or retainer, Percentage of assets |
| David Hall | Stride Financial Planning | Madera | Not listed | Flat fee or retainer, Ongoing planning fee |
| Dean Julian | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Dirk Bernd | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| Elchanan Abramowitz | Able Wealth Management | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Elena Hawk | Hawk Advisory | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Ellen Seitzler | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Ellie Buntin | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| Ethan Rush | Sigma Advisors | St. Louis | Not listed | Flat fee or retainer |
| Garrett Van Nostrand | Van Nostrand Wealth Management | San Diego | Not listed | Flat fee or retainer |
| Grant Van Nostrand | Van Nostrand Wealth Management | Boise | Not listed | Flat fee or retainer |
| Gunnar Harrison | Leonard Rickey Investment Advisors | Yakima | Not listed | Flat fee or retainer, Hourly |
| Hannah Vickery | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Jacob Mardian | American Financial Planning | Roanoke | Not listed | Flat fee or retainer, One-time planning fee |
| James Montgomery | Atwood & Palmer | Kansas City | Not listed | Percentage of assets, Flat fee or retainer |
| Jeff McGovern We help busy parents and individual professionals plan for the future and enjoy the present moment. | Haven Wealth Planning | Kirkwood | Not listed | Percentage of assets, Flat fee or retainer |
| Jessica Ash | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| John Cole | LKL Advisors | Atlanta | Not listed | Percentage of assets, Flat fee or retainer |
| Kayla Taylor | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Kennon Grose | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Kevin Schiedel | Simplified Retirement | Charlottesville | Not listed | Flat fee or retainer, One-time planning fee |
| Lisa Spradling | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Mark Castonguay | American Financial Planning | Yorktown | Not listed | Flat fee or retainer, 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.
More in the methodology.