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 |
|---|---|---|---|---|
| Jocelyn Servignat | Naviquant | Lake Oswego | Not listed | Percentage of assets, Flat fee or retainer |
| John Collet | Simple Life Financial | Vacaville | Not listed | Percentage of assets, Hourly |
| Laura Devore | DeVore Financial Advisors | Escondido | Not listed | Percentage of assets, Flat fee or retainer |
| Maria Shanley | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Michael Cannivet | Silverlight Asset Management | Newport Beach | CFA | Flat fee or retainer |
| Paul Bradley | Piedmont Wealth Advisory | Charlotte | Not listed | Flat fee or retainer |
| Raymond Eustace | Eustace Advisors | Cary | Not listed | Flat fee or retainer, Ongoing planning fee |
| William Kreicker | Chadds Ford Wealth Partners | Chadds Ford | CFA | Flat fee or retainer, Hourly |
| William Luhrs | Mount Financial Freedom | Cave Creek | Not listed | Flat fee or retainer, Ongoing planning fee |
| Adam Hruby | InTrust Advisors | Tampa | Not listed | Flat fee or retainer, Hourly |
| Bruce Carlson | NavPoint Financial | Prior Lake | Not listed | Percentage of assets, Flat fee or retainer |
| Chris Wheeler | Intirety | Bellevue | Not listed | Flat fee or retainer, Percentage of assets |
| David Martell | NavPoint Financial | Prior Lake | Not listed | Percentage of assets, Flat fee or retainer |
| Ethan Meikle | Intirety | Bellevue | Not listed | Flat fee or retainer, Percentage of assets |
| Jeffrey Diercks | InTrust Advisors | Tampa | Not listed | Flat fee or retainer, Hourly |
| Krista Ketelsen | NavPoint Financial | Prior Lake | Not listed | Percentage of assets, Flat fee or retainer |
| Lawrence Russell | Lawrence Russell and Company | Pasadena | Not listed | Hourly, Flat fee or retainer |
| Nigel Upton | Pinnacle Financial Freedom | Scottsdale | Not listed | Flat fee or retainer |
| Robert Laura | Wealth and Wellness Group | Brighton | Not listed | Flat fee or retainer |
| Shireen Sharma | Intirety | Bellevue | Not listed | Flat fee or retainer, Percentage of assets |
| William Ironmonger | Intirety | Bellevue | Not listed | Flat fee or retainer, Percentage of assets |
| Alex Zazubec | Highland Wealth Advisory | Rochester | Not listed | Percentage of assets, Flat fee or retainer |
| Benjamin Frey | EPIQ Partners | Minneapolis | Not listed | Flat fee or retainer, Ongoing planning fee |
| Brian Jennison | Paysse Jennison | Mercer Island | Not listed | Hourly, Flat fee or retainer |
| Carl Oppenheimer | Oppenheimer + Close | New York | Not listed | Flat fee or retainer |
| David Mongeau | Taxes by DRM | Springvale | Not listed | Flat fee or retainer |
| Dylan Browning | Browning Capital Management | Sisters | Not listed | Percentage of assets, One-time planning fee |
| George Jarvinen | Oppenheimer + Close | New York | Not listed | Flat fee or retainer |
| Haddon Libby | Winslow Drake | Cathedral City | Not listed | Flat fee or retainer |
| John Koller | Oppenheimer + Close | Arlington | Not listed | Flat fee or retainer |
| Mitchell Kitayama | Winslow Drake | Cathedral City | Not listed | Flat fee or retainer |
| Philip Oppenheimer | Oppenheimer + Close | Lakeville | Not listed | Flat fee or retainer |
| Richard Shaw | QVM Group | South Glastonbury | Not listed | Hourly, Flat fee or retainer |
| Samantha Hawley | Winslow Drake | Cathedral City | Not listed | Flat fee or retainer |
| Scott Browning | Browning Capital Management | Sisters | Not listed | Percentage of assets, One-time planning fee |
| Stephen Farrell | Oppenheimer + Close | New York | Not listed | Flat fee or retainer |
| Timothy Wilson | Wilson Advisors | Mechanicville | Not listed | 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.