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Annette Di Bello

Adam Coleman

Hourly fiduciary planning for millennials, Gen X and FIRE enthusiasts handling home buying, family, debt and DIY investing.

Anthony Lombard

Ethical, transparent planning for teachers, business owners and people with equity compensation, with attention to money behavior and financial literacy.

Aubrey Williams

Hourly, advice-only planning for FI/RE clients with ADHD or neurodivergence, whether just starting out, close to FI or already there.

Barbara Clemons

Personal financial planning and money education workshops that address both the technical and emotional sides of financial decisions.

Bob Buehler

Planning for new retirees facing the key financial decisions of their first years in retirement, from a former CPA and corporate executive.

Brian Jones

Systems-based financial planning for teachers, DIYers and FIRE enthusiasts, from a former high school science teacher and coach.

Brian Rudd

Advice-only fiduciary planning for early- and mid-career professionals and DIY investors who want clear, unbiased guidance.

Chris Kimmet

Planning for physicians and other professionals, covering cash flow, tax-efficient investing, college savings and equity compensation.

Chris Maggio

Project-based retirement planning with no asset minimum for people who want to stay in the driver's seat of their decisions.

Chris Mamula

A former physical therapist and consumer advocate offering low-cost, advice-only planning to working families pursuing financial independence.

Dale Hershman

Hourly or ongoing investment advice on biotech, healthcare and dividend stocks for FIRE seekers, expats and entrepreneurs.

Dave Moerlein

Full plans or hourly guidance for people who want to manage their own finances, with the reasoning behind every recommendation.

How to find a cross-border financial advisor (US and Canada)

Few firms plan between the US and Canada as their main work. Here's where the fee-only specialists are, how to check they're registered on both sides, and what they charge.

Should you roll over your 401(k) when you change jobs?

You can leave an old 401(k) where it is, move it to your new plan, roll it to an IRA or cash it out. An IRA isn't automatically best: compare fees, check four reasons to stay, and ask anyone recommending a rollover what they earn on it.

Advice-only financial planning: cost and who offers it

Advice-only planners charge for advice, not for managing your money. US fee-only firms with no asset-based fee charge a median $1,950 for a plan, $300 an hour or $5,000 a year.

Advice-only vs full-service financial planner: which fits you?

Advice-only planners advise and you invest; full-service planners do both. Advice-only firms charge a median $5,000 a year for ongoing planning; full-service usually costs 1% of assets, which passes that at $500,000.

Lower-income and early-career: where to get advice that fits

You don't need a portfolio to get good advice. Free help covers taxes, debt, housing and student loans; a fee-only planner charges a median $300 an hour, and a quarter of one-time plans start at $845 or less.