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.
Loren Sherman, CFP® RICP® WMCP®
Integrity Wealth Management
RetireesPre-RetireesDigital Assets Investors (Crypto)Tax PlanningDentistsEstate PlanningBusiness Owners / Self EmployedChristian FamiliesHigh Net WorthHigh-Income Professionals
Optimum Retirement Planning LLC
RetireesPre-RetireesTax PlanningBusiness Owners / Self Employed
Columbus Street Financial Planning
High-Income ProfessionalsRetireesEquity Compensation
Betsy Hutchins, CFP®, CRPC®, MHA
Forward Financial Planning
College PlanningPhysicians & Medical ProfessionalsDentistsWomen
Etzler Financial Advisors, LLC
Pre-RetireesSmall Business Owners / Self EmployedCouplesEarly / Semi Retirement / FIREFederal EmployeesHigh-Income ProfessionalsRetireesSmall Business Retirement PlansWidows
Vilga Financial Planning
High-Income ProfessionalsRetireesPre-RetireesHigh Net WorthFIRE / Early RetirementBusiness Owners / Self Employed
Southshore Financial Planning
RetireesPre-RetireesTax Preparation & FilingHigh Net WorthTax Planning
Benzina Wealth, LLC
Budgeting & Cash Flow ManagementBusiness Owners / Self EmployedCollege PlanningMillennialsEquity Compensation
Phil Orwig, CFP®, CPWA®, ChFC®, CLU®, RICP®, EA
Fair Asset Management
Tax PlanningPre-RetireesRetireesEquity CompensationReal Estate InvestorsHigh Net WorthHigh-Income ProfessionalsLife Transitions & DivorceTech Professionals
Encore Retirement Planning, LLC
Pre-RetireesRetireesReal Estate InvestorsHigh Net WorthTax PlanningTax Preparation & FilingEquity Compensation
Choc Wealth Management
DentistsTax PlanningTax Preparation & FilingVeterinariansBusiness Owners / Self EmployedExecutivesGen XHigh Net WorthHigh-Income Professionals
Walk You To Wealth
Digital Assets Investors (Crypto)WomenPre-RetireesRetireesFIRE / Early RetirementYoung FamiliesWidows
Michael Powers, CPA, PFS, CFP®
Manuka Financial
RetireesPre-RetireesHigh Net WorthAge 55+Early / Semi Retirement / FIREExecutivesTech Professionals
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)Estate PlanningFinancial Therapy
Ad Astra Financial Planning
Tech ProfessionalsFIRE / Early RetirementGen XLGBTQ+MillennialsPre-RetireesTax PlanningHigh-Income ProfessionalsDigital Assets Investors (Crypto)Equity Compensation
Forward Thinking Wealth Management
Physicians & Medical ProfessionalsTax Planning
Axis Capital Management
MillennialsBusiness Owners / Self EmployedBudgeting & Cash Flow ManagementFIRE / Early RetirementHigh-Income ProfessionalsPre-RetireesReal Estate InvestorsTax PlanningSmall Business Retirement PlansWomenYoung FamiliesCollege PlanningCreative ProfessionalsExecutivesGen XHigh Net WorthTech ProfessionalsEstate PlanningLife Transitions & DivorceRetireesWidows
Retirement Roadmap Financial Planning
RetireesPre-RetireesReal Estate InvestorsFederal EmployeesHigh Net Worth
Flat Fee CIO
RetireesSmall Business Retirement PlansHigh Net WorthHigh-Income Professionals
Simplify Wealth Planning
Tech ProfessionalsFIRE / Early RetirementTax PlanningEquity Compensation
Presidio Advisors
MillennialsTech ProfessionalsHigh-Income ProfessionalsYoung FamiliesEquity CompensationTax Planning
The Coleridge Group, LLC
Young FamiliesBudgeting & Cash Flow ManagementSocially Responsible Investing / ESGTax PlanningLGBTQ+Business Owners / Self Employed
Artisan Financial Planning
Creative ProfessionalsProfessional MusiciansLGBTQ+RetireesPre-Retirees
7 Saturdays Financial
RetireesPre-RetireesHigh Net WorthFIRE / Early RetirementExecutivesBusiness Owners / Self Employed
Afton Advisors, LLC
Pre-RetireesRetireesTax PlanningHigh-Income ProfessionalsPhysicians & Medical ProfessionalsExecutives
Birchwood Capital
Tax PlanningPre-RetireesRetireesBusiness Owners / Self EmployedHigh Net Worth
True Riches Financial Planning
Christian FamiliesBudgeting & Cash Flow ManagementDentistsExecutivesGen XMillennialsHigh-Income ProfessionalsPhysicians & Medical ProfessionalsPre-RetireesTax PlanningTax Preparation & FilingTech ProfessionalsWidowsYoung FamiliesEquity Compensation
Purpose Built
Corporate ProfessionalsSolo EntrepreneursSmall Business Owners / Self EmployedEquity compensationEarly / Semi Retirement / FIRE
Gugle Wealth Advisory
Life Transitions & DivorcePhysicians & Medical ProfessionalsPre-RetireesRetireesHigh Net WorthTax Planning
Equal Path Investments
RetireesPre-RetireesTax Preparation & FilingGen XSocially Responsible Investing / ESGTax PlanningEquity Compensation
