Flat-fee planning
Flat-fee planning decouples advisor compensation from client asset levels or product sales. It's typically a comprehensive planning engagement priced as an annual retainer, which means the advice doesn't get more expensive as assets grow, and there's no incentive to recommend investment products that generate fees. The model suits clients who want planning-led advice rather than investment management in isolation.
Advisors with depth in flat-fee planning
- No advisor is currently tagged with flat-fee planning as a primary specialty in the Wellspent graph. The closest depth we hold is in related specialties below — published in the spirit of full disclosure, not as a substitute.
Closest adjacent depth in the graph
Advisors whose canonical record carries a specialty closely related to flat-fee planning. Tagged honestly — these aren't claims of flat-fee planning depth, just adjacent practitioners worth a look while the primary specialty fills in.
Retirement planning
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5T Wealth Management
Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions.
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Andrew Mitchell
I'm a wealth advisor who helps entrepreneurs and business owners make smart financial decisions; whether it's managing a windfall, funding a business venture, or building generational wealth so they can invest in themselves, their communities, and their passions.
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Andy Moran, CFP®
Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets.
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Annuity Answers
We provide unbiased annuity guidance with no fees, no obligations.
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Anthony Syracuse
Dynamic Financial Planning is a fee-only, fiduciary financial planning firm in Scottsdale, AZ specializing in equity compensation and financial planning for tech professionals and high earners in their 30s and 40s.
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Arcadia Capital
Our experienced team offers clear, strategic guidance that helps clients grow and protect their wealth with confidence.
Related specialties
Audiences this specialty commonly serves
- High earners
- Tech employees