Flat-fee financial advisors | Wellspent

Wellspent public graph/Lists/Flat-fee financial advisors

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 October 30, 2026. 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
Advisor	Firm	City	Credentials	Fees
Ann Shubert	Equila Financial, LLC	Albuquerque	CFP, MBA	Flat fee or retainer, One-time planning fee
Autumn Lax	360 Wealth Creation	Austin	CFP	Percentage of assets, Flat fee or retainer
Benjamin Yeung	Seaborn Financial, LLC	Austin	CFP	Flat fee or retainer, Ongoing planning fee
Britton Gregory	Seaborn Financial, LLC	Austin	CFP	Flat fee or retainer, Ongoing planning fee
Bryan Curry	Bridge The Gap Retirement Planners LLC	Phoenix	CFP	Percentage of assets, Flat fee or retainer
Cameron Folse	Folse Financial	Missouri City	CFP	Flat fee or retainer, Ongoing planning fee
Cameron Penney	Penney Financial	Houston	CFP	Percentage of assets, Flat fee or retainer
Catherine Hawley	Hawley Personal Finance	Los Angeles	CFP	Hourly, Flat fee or retainer
Cathy Curtis	Curtis Financial Planning, LLC	Oakland	CFP	Percentage of assets, Flat fee or retainer
Chris Johnson	Jacobson & Schmitt Advisors, LLC	Middleton	CFP, CPWA	Percentage of assets, Flat fee or retainer
Corey Beal	Empowering Finance, LLC	Portland	CFP	Flat fee or retainer, Hourly
Daniel Kenny	FI-nancial Planner LLC	Hamilton	CFP, CPA	Ongoing planning fee, Percentage of assets
Dawn Mabery Chestnut	Mabery Consulting, LLC	Washington	CFP, MPAS, MSPFP, ChFC	Flat fee or retainer, Hourly
Dwayne Reinike	Valiant Financial Planning	Kirkland	CFP, ChFC	Flat fee or retainer, One-time planning fee
Eaton Miller	PlanWell Financial Guidance	Hayfield	CFP	Flat fee or retainer, Ongoing planning fee
Eddie Liang	Downshift Financial	Boulder	CFP	Flat fee or retainer, Ongoing planning fee
Eric Amzalag	Peak Financial Planning	Canoga Park	CFP, RICP	Flat fee or retainer, Percentage of assets
Eric Olsen	Olsen Family Financial, LLC	Oakton	CFP, PhD	Flat fee or retainer, Hourly
Igor Smolyanskiy	Vilga Financial Planning	Fair Lawn	CFA, CFP	Flat fee or retainer, Ongoing planning fee
Jacob Milder	Oak Street Investments	Greenwood Village	CFP, ChFC, EA	Flat fee or retainer, Ongoing planning fee
James Davis	Partnership Financial LLC	Columbus	CFP	Flat fee or retainer, Ongoing planning fee
Jamie Clark	Ruby Pebble Financial Planning LLC	Seattle	CFP	Flat fee or retainer, Hourly
January Smith	Janus Financial Planning, LLC	San Antonio	CFP, EA	Flat fee or retainer, Ongoing planning fee
Jason Co	CoPlanning Financial	Overland Park	CFP	Flat fee or retainer, Ongoing planning fee
Jeff Tolsma	Tolsma Investments, LLC	Bellevue	CFP	Percentage of assets, Flat fee or retainer
Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa®	Aegis Financial Advisory	Lake Oswego	CFP, ChFC, EA, RICP	Flat fee or retainer, Ongoing planning fee
Jon Hsu	TrueVector Wealth Advisors	Parker	CFP, CIMA, EA	Flat fee or retainer, One-time planning fee
Joseph Alfonso	Aegis Financial Advisory	Cupertino	CFP, ChFC, EA, RICP	Flat fee or retainer, Ongoing planning fee
Joshua Brooks	Exponential Advisors	Weatherford	CFP, M.Div.	Percentage of assets, Flat fee or retainer
Justin Brownlee	BWM Planning LLC d/b/a Brownlee Wealth Management	Houston	CFP	Flat fee or retainer
Kaylin Dillon	Kaylin Dillon Financial Planning	Lawrence	CFP	Flat fee or retainer, Ongoing planning fee
Kristen Vernace	Pathways Financial Planning	Portsmouth	CFP, CDFA	Hourly, Flat fee or retainer
Leslie Ransom	Indie Financial Planning, LLC	Chicago	CFP	Percentage of assets, Flat fee or retainer
Leyder Murillo	Wolfpack Wealth Management	Denver	AWMA, CFP, MBA, SE-AWMA	Flat fee or retainer, Hourly
Madison Sharick	Madi Manages Money LLC	Pittsburgh	CFP, CFA	Flat fee or retainer, Ongoing planning fee
Maria Castillo Dominguez	Valoria Wealth Management	Cooper City	CFP, EA	Flat fee or retainer, Ongoing planning fee
Mark Lotocky	The Dixon Davis Group	Victoria	CPA, CFP	Flat fee or retainer, Ongoing planning fee
Mark Schweiss	Modern Dollar Planning	St. Louis	CFP, CFA, CPA	Flat fee or retainer, One-time planning fee
Matt Hylland	Arnold & Mote Wealth Management	Hiawatha	CFP, MBA	Percentage of assets, Flat fee or retainer
Matthew Jenkins	Noble Hill Planning LLC	Richmond	CFA, CFP	Flat fee or retainer, Ongoing planning fee
Meghan Coolbaugh	Oak Street Advisory Group, LLC	Nevada City	CFP, MA	Percentage of assets, One-time planning fee
Michael Zung	Java Wealth Planning	Lees Summit	CFP	Flat fee or retainer
Mike Anderson	AdviceOnly	Murrieta	CFP	Hourly, Flat fee or retainer
Mike Farrow	FlightPath Financial Planning	San Diego	CFP	Flat fee or retainer, Ongoing planning fee
Mike Noce	Olsen Family Financial, LLC	Saint Petersburg	CFP, ChFC	Flat fee or retainer, Hourly
Molly Laughter	Laughter Financial, LLC	Celina	CFA, CFP, MA, MBA	Percentage of assets, Ongoing planning fee
Nicholas Stevens	Evergreen Wealth Management	Boston	CFP	Flat fee or retainer, Ongoing planning fee
Omen Quelvog	Formynder Wealth Management, LLC	Fredericksburg	CFP	Flat fee or retainer, Ongoing planning fee
Philip Weiss	Apprise Wealth Management LLC	Phoenix	CFA, CPA	Percentage of assets, Flat fee or retainer
Quinn Arnold	Arnold Financial Planning LLC	Cedar Rapids	CFP	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.