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
Robert Falcon	Falcon Wealth Managers LLC	Concordville	BS, CFP, CPA, CPA/PFS	Percentage of assets, Flat fee or retainer
Rorik Larson	Essential Financial Strategies	Palos Heights	CFP, EA, MBA	Ongoing planning fee, One-time planning fee
Sandi Martin	Sandi Martin Financial Planning	Gravenhurst	CFP	Flat fee or retainer, Hourly
Sara Stanich	Cultivating Wealth	Brooklyn	CFP, CDFA, MBA	Percentage of assets, Flat fee or retainer
Sarah Brown	Natural Bridges Financial Advisors	Santa Cruz	CFP, CPA, MBA	Flat fee or retainer, Ongoing planning fee
Scott Bown	AdviceOnly	Bethel Park	CFP, MBA	Hourly, Flat fee or retainer
Seun Adeyemi	SA Capital Advisors Inc.	Whitby	CKA, CFP	Flat fee or retainer, Hourly
Stefanie Pickard	Old Growth Financial	Portland	CFP, EA	Flat fee or retainer, One-time planning fee
Stephen McDade	Foundation Wealth Management, LLC	Media	CFP, CPA, ChFC, MSFS	Flat fee or retainer, Ongoing planning fee
Timothy LaPean	Thoughtful Financial Planning	Minneapolis	CFP	Percentage of assets, Ongoing planning fee
Travis Hughes	Downshift Financial	Erie	CFP, EA	Flat fee or retainer, Ongoing planning fee
Vishal Gill	Portfolio Planning	Vancouver	CFP	Flat fee or retainer
Aaron Buchner	Cactus	Kingston	CFP	Flat fee or retainer, Percentage of assets
Ahmed Mahiyan	Nextgen Financial Planning Inc.	Mississauga	CFA, CFP, CMT, MFin	Flat fee or retainer
Alfred McIntosh	McIntosh Capital Advisors, Inc.	Los Angeles	CFP	Percentage of assets, Flat fee or retainer
Charles Malsbury	ThinkPlanSave, LLC	Daly City	CFP, MBA	Flat fee or retainer, Ongoing planning fee
Christopher Perry	CJ Perry Financial	Berwyn	CFA, CFP, MBA, RICP	Percentage of assets, Flat fee or retainer
Colin Chase	Mindful Money Financial Counsel	Chicago	CFP, MBA	Flat fee or retainer, Hourly
Colleen Soares	Soares Financial, Inc.	Napa	CFP, CPA	Hourly, Flat fee or retainer
Curtis Bailey	Quiet Wealth Management	Cincinnati	CFP, CFA, EA, CRPC	Flat fee or retainer
Dennis O'Brien	Coastal Financial Advisors, Inc.	Philadelphia	BS, MS, RTRP	Flat fee or retainer, Hourly
Derek Dansby	Brazos Wealth Advisors LLC	Iowa Park	CFP, JD	Flat fee or retainer
Eric Roberge Use our strategies to make optimal financial decisions that allow you you live well today while planning responsibly for tomorrow.	Beyond Your Hammock LLC	Boston	CFP	Subscription, Flat fee or retainer
Erik Barnes	Retirement Portfolio Partners	Warrenville	CFP	Flat fee or retainer
Filip Telibasa	Benzina Wealth	Sarasota	CFP	Flat fee or retainer, Ongoing planning fee
Grant Maddox	Hampton Park Financial Planning	Charleston	CFP	Flat fee or retainer, Ongoing planning fee
Ira Fateman	SAS Financial Advisors, LLC	San Francisco	BS, CFP, M.Ed.	Percentage of assets, Flat fee or retainer
Jay Lee	Ballaster Financial	Jersey City	CFA, CFP	Percentage of assets, Flat fee or retainer
Jim MacKay	MacKay Financial Planning	Springfield	CFP	Flat fee or retainer, Hourly
Joe Barbieri	Joe the Investor	Toronto	CFA, BCom, BASc (Civil Eng)	Flat fee or retainer, Ongoing planning fee
Joe Vecchio	Shore Financial Planning, LLC	Monmouth Beach	CFP, CPA, MBA, PFS	Flat fee or retainer
Lawrence Pershing	Optimum Retirement Planning	Lisle	CFP, Retirement Management Advisor	Flat fee or retainer
Lori Eisel	Arcadia Financial Partners	Pickerington	CDFA, CFP, EA, MS	Hourly, Flat fee or retainer
Maggie Beach	NexJenn Financial Services	Naperville	CFP, CPA/PFS, MBA, CPA	Percentage of assets, Flat fee or retainer
Mantas Tautkus	MT Financial Planning, Inc.	Lake Barrington	CFP, CRPC, EA	One-time planning fee, Hourly
Manuel Martinez	Charleston Wealth Advisors	Mount Pleasant	CFP	Flat fee or retainer, Percentage of assets
Matthew Syverson	Sound Stewardship, LLC	Overland Park	CAP, CFP, CKA, AIF	Flat fee or retainer, Ongoing planning fee
Michael Fuhr	Evergreen Wealth Services	Mooresville	CFP	Flat fee or retainer, Ongoing planning fee
Paul Borges	Borges Financial	Brookfield	CFA, CFP, MS	Hourly, Flat fee or retainer
Paul Staib	Staib Financial Planning, LLC	Parker	CFP, MBA, RICP	Flat fee or retainer, Ongoing planning fee
Phil Funk	Servant Capital Advisors, LLC	Carmel	CFP, MBA	Flat fee or retainer, Ongoing planning fee
Rahimul Taher	Taher Financial Planning	Brooklyn	CFP, EA	Flat fee or retainer, Ongoing planning fee
Richard Predham	Impact Financial Planning Inc.	Ottawa	CFP, BBA	Flat fee or retainer, One-time planning fee
Russ Dyck	Finovo \| Financial Planning	Calgary	CFP	Flat fee or retainer, Ongoing planning fee
Ryan Carter	Funded Life Financial, LLC	Chicago	CFP, ChFC	Flat fee or retainer, Ongoing planning fee
Shawn Ballinger	Columbus Street Financial Planning	Dublin	CFP	Flat fee or retainer
Stacy Dervin	Tailored Financial Planning, LLC	Eugene	CFP, CFA	Percentage of assets, Flat fee or retainer
Susan Soesbe	Soesbe Financial, LLC	Sacramento	CFP, EA, MBA	Percentage of assets, Hourly
Tammy Goodman	Tammy Goodman Financial, LLC	Charlotte	CFP, MBA	Flat fee or retainer, Ongoing planning fee
Tony Chan	Crossroads Planning, LLC	Orange	CFP, EA	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.

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