Find a flat fee financial advisor.

I specialize in tax-aware retirement planning for retirees and near-retirees. That means thoughtful Roth conversion planning, intelligent distribution strategy, IRMAA management,…

As a Certified Financial Planner®, I’ve dedicated my career to empowering pre-retirees and retirees to take control of their financial futures. With experience across both small…

I began my interest in finance from a middle school stock competition. Later my academic background was in accounting and an MBA in finance, combined with 12 years of experience…

As the Founder of Local Wealth Advisors, and a Certified Financial Planner® Professional, I partner with families and businesses to provide personalized financial counsel tailored…

I created Elion Financial with the intention of offering advice that feels personal, thoughtful, and grounded in real life. My work is centered on helping clients navigate growing…

Hi, I'm Grant Webster 👋 I founded Arcadia Private Wealth in early 2026 after 18 years in the wealth management industry, most recently as a Partner of one of the largest…

Novak Financial Partners is a flat-fee, fiduciary financial planning firm helping professionals, business owners, and families make smarter financial decisions with confidence. As…

Hi, I’m Brian Tegtmeyer, CFP®, a flat-fee financial advisor based in Dublin, Ohio. I specialize in tax-smart planning for new retirees who want to make the most of the first 10…

My passion is helping families who want to use their money to achieve meaningful experiences, help others and take care of the planet. We like to partner with families that…

We assist high-net-worth families in managing their wealth. Over the years that we’ve been helping families, we’ve experienced strikingly similar questions and concerns of wealthy…

I’m Andy, a former software engineer turned financial planner, passionate about helping tech professionals align their finances with their dreams. Growing up in Silicon Valley, I…

I'm a Fiduciary Financial Advisor Serving Columbus, OH. Columbus Street is an independent, fiduciary investment advisor providing flat fee comprehensive wealth management services…

Your RSUs vest next month and you're not sure whether to sell or hold. You exercised options last year and the tax bill was twice what you expected. You've been meaning to figure…

One asset made you wealthy. Now it's your biggest risk, and every path out seems to run through a painful tax bill. That is the problem Valence Wealth helps solve. We work with…

I'm Zack Bernsdorf, MBA, CFP Candidate, and founder of Aspire Capital Management, an independent, fee-only fiduciary RIA based in Central Ohio. I started Aspire because I believe…

An unconventional path doesn’t have to be a risky one. I’ve spent over a decade personalizing financial plans for people who are entering a new chapter, and I understand the…

I am on a mission to bring flat fee financial planning to more households. I live in Denville, NJ, and the High Touch Financial Planning office is in the neighboring town of…

While studying toward a finance degree at the University of Delaware, I decided to work toward a career helping others with their finances. I didn't quite know what that job would…

Hi, I’m John. I help retirees and pre-retirees in the Ozarks (and across the country) navigate the shift from saving for retirement to living off their savings. I launched JKD…

Hi, I’m Raman Singh — a CERTIFIED FINANCIAL PLANNER™ and your Personalized CFO, helping successful professionals and families over 50 gain clarity and confidence with their…

Hi! I help intentional professionals 50+ design a work-optional next chapter. Clients come to me for clarity on how and when they can retire, slow down, or take a sabbatical…

You’re working hard to grow your career or business, raising a family, and trying to enjoy the present. At the same time, you don't want to compromise your future. I'm in that…

If you’re looking for someone to obsess over “beating the market,” that’s not me. If you want a guide to help you use money as a tool to create more joy, spaciousness, and impact…

Who I Work With My clients are actors, directors, writers, showrunners, dancers, designers, and producers who have spent years pursuing ambitious careers in an industry where…

Hi, I’m Larry Pershing, a CERTIFIED FINANCIAL PLANNER™ and founder of Optimum Retirement Planning. I focus on helping people age 50 and better create and execute a retirement…

I am a fee-only, flat-fee fiduciary and the owner of Artisan Financial Planning, an advisory firm dedicated to professional musicians, performing artists, and creatives. After a…

Chris Randall is the founder and CEO of Axis Capital Management, LLC, where he brings a fresh, client-centric approach to financial planning and investment management. After more…

My name is Paul LaViola, and I am the co-founder of an independent wealth management firm, Foundation Wealth Management, LLC. My passion is working closely with families and…

Hey! I'm Allen, founder and lead planner at 7 Saturdays Financial in Dallas, Texas. I'm a CFA Charterholder, CFP® professional, and a proud recipient of Wealthtender's Voice of…

Hi, I'm Derek Delaney, and I specialize in helping clients achieve wildly successful retirements. If you're aged 50 or older, have investable assets of $1 million to $6 million,…

For more than 20 years, I’ve had the privilege of walking alongside people as a Financial Advisor, helping them navigate life’s big moments and build a secure future. I’m…

I earned my Mathematics degree from Purdue University and started my career in Finance, Accounting, and Process Improvement while pursuing my CPA. While studying, I kept getting…

Many of the individuals and couples I work with are approaching retirement after years with a traditional advisor, often without a fully integrated plan for how their investments,…

I’m a Certified Financial Planner™ and founder of Evergreen Wealth Management, a Boston-based firm offering flat-fee financial planning and investment management for retirees and…

The strategy that built your wealth won’t get you through retirement. That’s where I come in. I work with individuals and couples—typically with $2M to $12M—who are shifting from…

ABOUT ME Do you have that 'thing' where you think to yourself "I was made for this!" (and just smile thinking about it)? That's financial planning for me. Hi, I'm Zack, and I LOVE…

With more than 20 years of experience in the financial services industry, I’ve excelled in bridging the gap between the big picture and the details. I’m both a spreadsheet person…

I'm a CERTIFIED FINANCIAL PLANNER™ (CFP®), IRS Enrolled Agent (EA), and the founder of OptimalPath Advisors, a flat-fee, fee-only financial planning firm built specifically for…

Rob DeLucas, CFP®, ChFC®, RICP®, MBA is by nature an analytical thinker. He joins together data and practical solutions with behavior and the psychology of money to create…

When you choose to work with Discovery Wealth Planning, you work directly with me. I employ a life-centered approach to helping clients achieve their financial goals. I take time…

Long before I knew what CFP® meant, I was very interested in money and personal finance. Although I was unsure what my career would ultimately look like, I wanted to be confident…

I specialize in working with high-income W2 employees and pre-retirees age 50+ that have "over-saved" and for whom taxes are a major pain point.

Hi! I’m Amy Buck, owner of Planpath Financial, LLC and if you are planning for retirement, you are at the center of everything I do in my firm. My expertise lies in leading my…

I'm a former software dev/architect/manager turned financial planner & founder of Java Wealth Planning. I was blessed with a fantastic career in tech, and I see the tremendous…

I transitioned into financial planning from the tech world, where I also held a mix of equity grants. Like many of my clients today, I was excited to own part of the companies I…

We assist high-net-worth families in managing their wealth. Over the years that we’ve been helping families, we’ve experienced strikingly similar questions and concerns of wealthy…

I began my financial career in 1999 as a financial advisor with Charles Schwab and Co. I hold a Master's in Science in Personal Financial Planning and am a CERTIFIED FINANCIAL…

I am an Accredited Investment Fiduciary® and Investment Advisor Representative who works comprehensively with clients to help them gain clarity around their long-term wealth…

Hi! I'm a fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) who believes high-quality financial advice should be accessible, transparent, and free from sales pressure. I run a flat-fee…

I've spent my career helping people prepare for and achieve retirement. I see every retirement plan as a chance to connect with someone’s story. I love helping people make sense…

I’m Sean Lovison, Founder of Purpose Built in Moorestown, NJ. After earning my CPA license and rising to Chief Financial Officer for a corporation generating over $500 million in…

Before becoming a financial planner, I worked for Corporate America as a Project Manager. During my free time, I worked as a financial coach, guiding Gen Z and Millennial…

When can you retire? How much can you spend? Are there things you should be doing to manage taxes in retirement? These are the types of questions I love working on. I've been…

I am a math nerd who built a career in finance in order to help others find financial security. This amazing journey has been a function of my own money story.

I’m Bradley Hilton, founder of Sonas Financial Planning. Over the years, I’ve learned that financial planning isn’t really about spreadsheets or market predictions—it’s about…

Almost everyone I meet is afraid of becoming a burden to their family. I work with those people to custom design a financial roadmap to avoid becoming a burden before, during, and…

Hi, I’m Kevin Feig. True financial freedom isn’t just about spreadsheets and projections—it’s about self-awareness and lasting behavioral change. That’s why I created Walk You To…

With 30 years experience in wealth management, I helped pioneer the fixed fee for services model in the wealth management marketplace and its application in delivering…

One of the big changes in our industry over the last decade is how technology has streamlined much of the investment management process. Rebalancing, monitoring, and reporting are…

We specialize in working with families with portfolios in the $5M–$50M range, where strategic planning, tax efficiency, and cost management have an outsized impact. Traditional…

Helping retirees turn savings into confident, tax-efficient income. Hi, I’m Paul Staib, Founder of Staib Financial Planning, LLC. I work with individuals and couples to reduce…

Hi, I'm Paul Coleman! I'm the founder of, and financial planner at, Free Time Financial. After spending 10 years as a lead advisor at a fee-only Registered Investment Advisor…

My journey started at Southern Illinois University Edwardsville, where I graduated with a degree in Business Finance. After graduating, I went to work for Country Insurance and…

I'm a CFP and flat fee-only financial planner in Aurora, IL. I specialize in helping families answer financial questions that keep them up at night including: • What do I do to…

The Origin StoryMark started Meredith Wealth Planning in 2019 after nearly 8 years as a financial planner at a community bank, where he was once named by Forbes as one of the top…

About Me When I was much younger, I would sometimes drive my parents and teachers crazy by constantly asking “Why?” I was always curious, and a simple answer of “that’s just the…

I started Quiet Wealth to provide the comprehensive set of financial advisory services that pre-retirees and successful LGBTQ professionals and their families need. While I…

I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) and owner of Elevation Financial, a fee-only fiduciary financial planning and investment management firm. I work with individuals and…

Hi, I’m James Mayo, a fiduciary financial planner who works primarily with people age 50 and older who are approaching retirement or already retired. My firm is focused on the…

I’m a fee-only, advice-driven financial planner with over 30 years of experience helping individuals and families make informed financial decisions. My practice is rooted in…

Flat Fee, Fiduciary Financial Advisor - Serving clients nationwide. Hello, I am Stu Sneen, Financial Planner and Founder of TwoTen Planning, a financial planning practice designed…

Hi! I’m Ryan Langan, a CERTIFIED FINANCIAL PLANNER™, and the Founder of Your Path Fi, a fee-only financial planning and investment management firm. I help pre-retirees and…

As a financial advisor for military service members, I help military servicemembers, veterans, and their families plan, pursue, and maintain financial independence by putting…

This is my second professional life. My first was in healthcare administration. I completed a Master of Health Administration degree and specialized in business development,…

Hi, I’m Chris Shoup. I'm the owner of Southshore Financial Planning, a flat-fee financial planner located in Tampa, Florida. I specialize in financial planning for retirees and…

Why work with John Stoj? Spoiler alert: just about every advisor in the Flat Fee Advisors network (and frankly, good AUM advisors as well) will generally do the same work for you,…

FOOTLAMP FINANCIAL, a fee-only financial advisory firm based in Opelika, Alabama and Atlanta, Georgia, provides retirement planning and investment management to clients for a flat…

I started my investing career managing an endowment fund with 11 other selected students at Appalachian State University through the Bowden Investment Group. I then worked at a…

I am the Founder, Chief Compliance Officer, and Financial Advisor at Quite Wealth Management, Cincinnati's first Flat-Fee firm. I help working professionals and retirees improve…

I provide flat-fee, fiduciary financial planning and investment management for individuals and couples navigating major life transitions — retirement, inheritance, divorce, and…

Hi, I’m Jonathan (most people call me Jon) and I help people make the transition away from work and into what they consider retirement. My clients are most commonly within 10…

Retirement isn't an investment problem. It's a decision problem. I help people approaching retirement and those already retired navigate the transition from accumulating wealth to…