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 Josh Short, CFP® , EA

Josh Short, CFP® , EA

OptimalPath Advisors

Young FamiliesFIRE / Early RetirementTax PlanningEquity CompensationBudgeting & Cash Flow ManagementBusiness Owners / Self EmployedDigital NomadsEducatorsExecutivesFederal EmployeesGen XHigh Net WorthHigher Education ProfessionalsLGBTQ+MillennialsPhysicians & Medical ProfessionalsPre-RetireesReal Estate InvestorsRetireesTax Preparation & FilingTech ProfessionalsVeterinariansWomenWidows

Image for Brad Bobb, CFP®

Brad Bobb, CFP®

Bobb Financial

Federal EmployeesRetirees

Image for Todd Pouliot

Todd Pouliot

Gateway Financial

Federal EmployeesHigh-Income ProfessionalsTax PlanningEquity CompensationExecutivesPre-RetireesRetireesTax Preparation & Filing

Image for Jordan Vlastuin

Jordan Vlastuin

Make the Memory Financial Planning

Federal EmployeesBusiness Owners / Self EmployedReal Estate InvestorsMilitaryDigital Nomads

Image for Bradley Hilton, CFP®, TPCP®, MBA, Master of Personal Financial Planning

Bradley Hilton, CFP®, TPCP®, MBA, Master of Personal Financial Planning

Sonas Financial Planning

DentistsPre-RetireesRetireesTax PlanningBudgeting & Cash Flow ManagementBusiness Owners / Self EmployedCollege PlanningCreative ProfessionalsDigital NomadsDivorceEquity CompensationEstate PlanningExecutivesFederal EmployeesFinancial TherapyGen XHigh Net WorthHigh-Income ProfessionalsHigher Education ProfessionalsLGBTQ+MilitaryMillennialsPhysicians & Medical ProfessionalsProfessional MusiciansSmall Business Retirement PlansSocially Responsible Investing / ESGSpecial Needs PlanningTech ProfessionalsVeterinariansWidowsWomenYoung Families

Image for Eric Niergarth, CFP®, RICP

Eric Niergarth, CFP®, RICP

Retirement Roadmap Financial Planning

RetireesPre-RetireesReal Estate InvestorsFederal EmployeesHigh Net WorthTax PlanningTech ProfessionalsEquity CompensationBusiness Owners / Self Employed

Image for Matthew R. Etzler, CFP®, CRC®, CRPS®, ChFEBC℠, CFEI℠

Matthew R. Etzler, CFP®, CRC®, CRPS®, ChFEBC℠, CFEI℠

Etzler Financial Advisors, LLC

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

Image for Justin Pritchard, CFP®, MBA, RMA®

Justin Pritchard, CFP®, MBA, RMA®

Approach Financial, Inc.

Pre-RetireesRetireesTax PlanningDivorceEducatorsExecutivesFederal EmployeesGen XHigher Education ProfessionalsPhysicians & Medical ProfessionalsSmall Business Retirement PlansWidowsWomen

Image for John Davis, CFP®, EA

John Davis, CFP®, EA

JKD Financial

Tax PlanningRetireesPre-RetireesCollege PlanningEducatorsFederal EmployeesTax Preparation & Filing