Flat Fee Financial Advisors

Searching for the right financial advisor shouldn't be complicated. Our directory makes it easy to find flat fee financial advisors who offer transparent pricing and unbiased guidance—without commissions or percentage-based fees.

Use the filters to narrow your search by services, specialties, and/or location to find an advisor who aligns with your financial goals.

Whether you need help with retirement planning, investments, tax strategies, or comprehensive financial advice, you can connect with a professional who provides clear, upfront pricing and a commitment to your best interests.

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Image for Mark Rosinski, CFP®, CPA

Mark Rosinski, CFP®, CPA

Dunes Financial

RetireesPre-RetireesHigh-Income ProfessionalsTax Planning

Image for Jamie Yarbrough

Jamie Yarbrough

Stonebridge Wealth

Pre-RetireesWidowsRetirees

Image for Francisco Ayala, CFP, CFA

Francisco Ayala, CFP, CFA

The Coleridge Group, LLC

Young FamiliesBudgeting & Cash Flow ManagementSocially Responsible Investing / ESGTax PlanningLGBTQ+Business Owners / Self Employed

Image for Carlie Ransom, CFP®, AIF®

Carlie Ransom, CFP®, AIF®

Equal Path Investments

RetireesPre-RetireesTax Preparation & FilingGen XSocially Responsible Investing / ESGTax Planning

Image for Michael Reynolds, CFP®

Michael Reynolds, CFP®

Elevation Financial

Creative ProfessionalsMillennialsSmall Business Retirement PlansYoung FamiliesBookkeepingTax Preparation & FilingBudgeting & Cash Flow ManagementGen XSocially Responsible Investing / ESGTax PlanningBusiness Owners / Self EmployedLGBTQ+Digital Assets Investors (Crypto)

Image for Hugh Baker, CFP®

Hugh Baker, CFP®

Wrenne Financial Planning

Physicians & Medical ProfessionalsPre-Retirees

Image for Josh Radman

Josh Radman

Presidio Advisors

Equity compensationMillennialsTech ProfessionalsHigh-Income ProfessionalsYoung Families

Image for Paul LaViola

Paul LaViola

Foundation Wealth Management, LLC

Pre-RetireesRetireesHigh Net WorthExecutives

Image for Eric Niergarth

Eric Niergarth

Retirement Roadmap Financial Planning

RetireesPre-RetireesReal Estate InvestorsFederal EmployeesHigh Net Worth

Image for Marcel Miu, CFA®, CFP®

Marcel Miu, CFA®, CFP®

Simplify Wealth Planning

Tech ProfessionalsEquity compensationFIRE / Early RetirementTax Planning

Image for Jordan Gilberti, CFP®

Jordan Gilberti, CFP®

Sage Wealth Group

Pre-RetireesRetirees

Image for Sean Lovison, CFP®, CPA

Sean Lovison, CFP®, CPA

Purpose Built

Corporate ProfessionalsSolo EntrepreneursSmall Business Owners / Self EmployedEquity compensationEarly / Semi Retirement / FIRE

Image for Daniel Johnson, CFP®, EA

Daniel Johnson, CFP®, EA

Forward Thinking Wealth Management

Physicians & Medical ProfessionalsTax Planning

Image for Filip Telibasa, CFP®

Filip Telibasa, CFP®

Benzina Wealth, LLC

Budgeting & Cash Flow ManagementEquity compensationPre-RetireesBusiness Owners / Self EmployedCollege Planning

Image for John Gugle, CFP®, CDFA®, CRPC

John Gugle, CFP®, CDFA®, CRPC

Gugle Wealth Advisory

Life Transitions & DivorcePhysicians & Medical ProfessionalsPre-RetireesRetireesHigh Net WorthTax Planning

Image for Don Rudolph

Don Rudolph

Flat Fee CIO

RetireesSmall Business Retirement PlansHigh Net WorthHigh-Income Professionals

Image for Igor Smolyanskiy, CFA, CFP®

Igor Smolyanskiy, CFA, CFP®

Vilga Financial Planning

High-Income ProfessionalsRetireesPre-RetireesHigh Net WorthFIRE / Early RetirementBusiness Owners / Self Employed

Image for Brian Tegtmeyer, CFP®

Brian Tegtmeyer, CFP®

Truly Prosper Financial Planning

RetireesPre-Retirees

Image for Brian Rood, CFP®, ADPA®

Brian Rood, CFP®, ADPA®

Artisan Financial Planning

Creative ProfessionalsProfessional MusiciansLGBTQ+RetireesPre-Retirees

Image for Raman Singh

Raman Singh

SINGH PWM

Tax PlanningPre-RetireesRetireesBusiness Owners / Self Employed

Image for David Dodd, CFP®, CKA®

David Dodd, CFP®, CKA®

The Other 90 Financial, LLC

Christian FamiliesPre-RetireesRetireesTax Planning

Image for Allen Mueller, CFA, MBA

Allen Mueller, CFA, MBA

7 Saturdays Financial

RetireesPre-RetireesHigh Net WorthFIRE / Early RetirementExecutivesBusiness Owners / Self Employed

Image for Ed Kerns

Ed Kerns

FOOTLAMP FINANCIAL

Pre-RetireesRetireesExecutivesHigher Education Professionals

Image for Zack Gutches, CFP®, CPA

Zack Gutches, CFP®, CPA

True Riches Financial Planning

Christian FamiliesBudgeting & Cash Flow ManagementDentistsEquity compensationExecutivesGen XMillennialsHigh-Income ProfessionalsPhysicians & Medical ProfessionalsPre-RetireesTax PlanningTax Preparation & FilingTech ProfessionalsWidowsYoung Families

Image for Curtis Bailey

Curtis Bailey

Quiet Wealth Management

Tax Preparation & FilingRetireesHigh-Income Professionals

Image for Brad Bobb, CFP®

Brad Bobb, CFP®

Bobb Financial

Federal EmployeesRetirees

Image for Chris Shoup, CFP®

Chris Shoup, CFP®

Southshore Financial Planning

RetireesPre-RetireesTax Preparation & FilingHigh Net WorthTax Planning

Image for Michael Powers, CPA, PFS, CFP®

Michael Powers, CPA, PFS, CFP®

Manuka Financial

RetireesPre-RetireesHigh Net WorthAge 55+Early / Semi Retirement / FIREExecutivesTech Professionals

Image for Andy Moran

Andy Moran

Ad Astra Financial Planning

Tech ProfessionalsEquity compensationEarly / Semi Retirement / FIRE

Image for Lori Dietzler

Lori Dietzler

Zero Gravity Financial, LLC

Equity compensation

Image for Brittany Wolff

Brittany Wolff

Wolff Financial

CouplesMillennialsWomen

Image for Chris Randall

Chris Randall

Axis Capital Management

MillennialsBusiness Owners / Self EmployedBudgeting & Cash Flow ManagementFIRE / Early RetirementHigh-Income ProfessionalsPre-RetireesReal Estate InvestorsTax PlanningSmall Business Retirement PlansWomenYoung FamiliesCollege Planning

Image for Rob DeLucas, CFP®, RICP®

Rob DeLucas, CFP®, RICP®

Afton Advisors, LLC

Pre-RetireesRetireesTax PlanningHigh-Income ProfessionalsPhysicians & Medical ProfessionalsExecutives

Image for Mark Meredith

Mark Meredith

Meredith Wealth Planning

Retirement-Related

Image for Loren Sherman, CFP® RICP® WMCP®

Loren Sherman, CFP® RICP® WMCP®

Integrity Wealth Management

RetireesPre-Retirees

Image for Stu Sneen, CFP®, CFA

Stu Sneen, CFP®, CFA

TwoTen Planning

Tech ProfessionalsEquity compensationCorporate Professionals

Image for Ryan Langan, CFP®

Ryan Langan, CFP®

Your Path Fi

Pre-RetireesRetireesTax Planning

Image for Matthew Etzler

Matthew Etzler

Etzler Financial Advisors, LLC

Pre-RetireesSmall Business Owners / Self EmployedCouplesEarly / Semi Retirement / FIREFederal EmployeesHigh-Income ProfessionalsRetireesSmall Business Retirement PlansWidows

Image for Matthew Argyle, CFA, CFP®, EA

Matthew Argyle, CFA, CFP®, EA

Encore Retirement Planning, LLC

Pre-RetireesRetireesReal Estate InvestorsHigh Net WorthTax PlanningTax Preparation & Filing

Image for Sara Zuckerman, CFP®, CDFA®

Sara Zuckerman, CFP®, CDFA®

Reset Financial Planning

WomenLife Transitions & Divorce

Image for Kevin Lao

Kevin Lao

Imagine Financial Security

Pre-RetireesRetireesTax Planning

Image for Stephen Boatman, CFP®, CSLP

Stephen Boatman, CFP®, CSLP

Flat Fee Financial

DentistsPre-RetireesChristian Families

Image for Chris Urban

Chris Urban

Discovery Wealth Planning

Age 55+Financial IndependenceNear RetireesRetirees

Image for Madeline McIvor, CFP®

Madeline McIvor, CFP®

Arden Financial

Tech ProfessionalsLGBTQ+Life Transitions & Divorce

Image for Stephen Nelson, CFA®, CFP®

Stephen Nelson, CFA®, CFP®

Birchwood Capital

Tax PlanningPre-RetireesRetireesBusiness Owners / Self EmployedHigh Net Worth

Image for Lindsey Young, CFP®

Lindsey Young, CFP®

Quiet Wealth

LGBTQ+Pre-RetireesRetirees

Image for Shawn Ballinger, CFP®

Shawn Ballinger, CFP®

Columbus Street Financial Planning

Equity compensationSmall Business Owners / Self EmployedPhysiciansHigh-Income ProfessionalsRetirees

Image for Andrew Gray

Andrew Gray

Gray Wealth Strategies

RetireesPre-Retirees

Image for John Stoj

John Stoj

Verbatim Financial

Pre-RetireesRetireesGen XPhysicians & Medical Professionals