Flat Fee Advisors
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Get Listed

Apply for membership, then build your profile once you’re approved.

New advisors start with a simple membership request. After approval, they can create an account, edit their listing, and publish profile changes immediately.

Apply for membership

Start with a simple membership request. Once approved, you’ll create your account and manage your own profile directly.

Membership

$59 / month

Month-to-month — no long-term contract. Cancel anytime.

Who can join

To be listed in the directory, an advisor must:

  • Manage investments for clients.
  • Primarily charge a flat fee — not a percentage of assets — as their fee model.

How it works

1. Submit your name, email, firm, and website for membership review.

2. We review the request and approve advisors who meet the criteria above.

3. Approved advisors create an account and activate their $59/month membership.

4. Complete your public profile and publish it — future edits go live immediately.