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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

Flat-fee financial advisors: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
John O'Callaghan Impact Financial Life Planning LLC Baltimore CFP Flat fee or retainer, Ongoing planning fee
Jordan DeBoer Calibration Financial Milaca AWMA, CFP Flat fee or retainer, Ongoing planning fee
Jordan Vlastuin Vlastuin Make the Memory Financial Planning LLC Clemmons CFP Flat fee or retainer, Ongoing planning fee
Kathryn Kubiak-Rizzone About Time Financial Planning Rochester CFP Flat fee or retainer, Ongoing planning fee
Kenneth Doll Alberta Financial Planner Calgary CFP, CLU, TEP Flat fee or retainer, Ongoing planning fee
Kevin Rademacher Lifetime Financial Planners LLC San Antonio CFP, CRPC, MSFP Percentage of assets, Flat fee or retainer
Kyle Martins Parallel Wealth Financial Group Langley CFP Flat fee or retainer, One-time planning fee
Lance Elrod Next Step Financial Transitions Cypress CFP, CDFA Flat fee or retainer, Ongoing planning fee
Lindsey Young Quiet Wealth LLC Baltimore CFP, MBA, TPCP, EA Flat fee or retainer, Ongoing planning fee
Mark Stancato VIP Wealth Advisors Decatur CFP, EA Flat fee or retainer, Ongoing planning fee
Matt Cooley Inspire Wealth Partners Boise CFP Flat fee or retainer, Ongoing planning fee
Matthew Dennis Parallel Wealth Financial Group Langley CFP Flat fee or retainer, One-time planning fee
Matthew Hale Make the Memory Financial Planning Johnson City CFP Flat fee or retainer, Ongoing planning fee
Matthew Pogirski Unburdened Financial Planning Wasilla AAMS, CFP, MBA Flat fee or retainer, Ongoing planning fee
Meri-Li Forrest Be Wealthy Financial Coaching Inc. Oakville CFP, CIM Flat fee or retainer, One-time planning fee
Michael Barichello Parallel Wealth Financial Group Kitchener CFP, CLU, FMA, CHS Flat fee or retainer, One-time planning fee
Miguel Gomez Sophronia Wealth Advisors, Inc. El Paso CFP, EA Flat fee or retainer, Ongoing planning fee
Miguel Gomez Garcia Sophronia Wealth Advisors, Inc. El Paso CFP, EA Flat fee or retainer, Ongoing planning fee
Mike Davis Legs Financial Greensboro CFP Flat fee or retainer, Ongoing planning fee
Mike Morton Morton Financial Advice Harvard CFP, ChFC, RLP Flat fee or retainer, Hourly
Nancy Grouni Objective Financial Partners Inc. Markham CFP Flat fee or retainer, Hourly
Nate Willardson Currents Wealth Strategies Chandler CFP Percentage of assets, Flat fee or retainer
Patrick Yaghoobians Noor Financial Services Los Angeles CFP Flat fee or retainer, Ongoing planning fee
Peter Ankeny Wolf Pine Capital Portsmouth CFP Percentage of assets, Flat fee or retainer
Phil Orwig Fair Asset Management, LLC Dallas CFP, CPWA, ChFC, RICP Flat fee or retainer, Ongoing planning fee
Prudence Zhu Enso Financial Phoenix CFP, CFT-I, CPA, MBA Percentage of assets, Flat fee or retainer
Rachael Levine Peltoma Capital Partners Austin CFP Flat fee or retainer, Percentage of assets
Robert Persichitte Delagify Financial Arvada CFP, CPA, PFS Flat fee or retainer, Ongoing planning fee
Ryan Greiser Opulus, LLC Doylestown CFP Percentage of assets, Flat fee or retainer
Ryan Johnson We help successful professionals and families simplify their finances, make confident decisions, and align their money with the life they want to live. Hundred Financial Planning Grand Rapids CFP One-time planning fee, Percentage of assets
Ryan Kurtz Objective Financial Partners Inc. Markham CPA, CFP Flat fee or retainer, Hourly
Ryan Miyamoto Derive Wealth Pasadena CFP, MBA Flat fee or retainer, Ongoing planning fee
Sara Young Live and Give Financial LLC Cincinnati CFP Flat fee or retainer, Ongoing planning fee
Sefa Mawuli Jade & Cowry Arlington CFP Flat fee or retainer, Ongoing planning fee
Stephen Nelson Birchwood Capital LLC Carlsbad CFP, CFA Flat fee or retainer, Ongoing planning fee
Steven Stanganelli Clear View Wealth Advisors, LLC Amesbury AEP, CFP, CRPC, MS Percentage of assets, Flat fee or retainer
Stu Sneen TwoTen Planning PLLC Austin CFP, CFA Flat fee or retainer, Ongoing planning fee
Sweta Bhargav Adviso Wealth Princeton CEPA, CFA, CFP Flat fee or retainer, Hourly
Thuy (Twee) Lam Objective Financial Partners Markham CFP Flat fee or retainer, Hourly
Travis Tracy Fortitude Financial Planning, LLC Raleigh CFP, EA, JD Flat fee or retainer, Ongoing planning fee
Vikki Brown Modern Cents Mississauga CFP, CRPC Flat fee or retainer, Ongoing planning fee
Zeke Anders Planalto Financial LLC Huntsville CFP Flat fee or retainer, Hourly
Ziad Sahuri Parallel Wealth Financial Group Ottawa CFP Flat fee or retainer, One-time planning fee
Zubin Kapur Valor Wealth Partners Washington CFP, MBA Percentage of assets, Flat fee or retainer
Aaron Milledge Targeted Wealth Solutions Colorado Springs CFP, MBA Percentage of assets, Ongoing planning fee
Alan Nelson Measured Money Maneuvers LLC Solana Beach CFP, ChFC, MBA Flat fee or retainer, Hourly
Alex Bridges Tiverton Wealth The Woodlands CFP, ChFC, RICP, EA Flat fee or retainer, Ongoing planning fee
Alex Caswell Wealth Script Advisors San Francisco CFP, CFA, EA Percentage of assets, Flat fee or retainer
Alex Caswell-Yatsenko Wealth Script Advisors San Francisco CFA, CFP, EA Percentage of assets, Flat fee or retainer
Andrea Oliver One Wild Life Advisors, LLC Chicago CFP 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.