What's so special about the financial advisors listed on this site?
Every advisor in our directory uses a flat fee model. Instead of charging a percentage of your investments, they charge a clear, set fee for their advice.
FAQ
You've got questions? We've got answers.
Everything consumers and advisors want to know about flat fee financial advice and our directory.
For consumers
What's so great about a flat fee model?
A flat fee model has the fewest conflicts of interest and is the most fair to consumers. You get transparent pricing and predictable, controlled costs, no matter how much money you have.
Can a flat fee financial advisor still manage my investments?
Yes. Every advisor in the directory manages investments, and a flat fee can be billed directly from your accounts, just like an AUM fee.
Do the financial advisors on this site pay a fee to be listed?
Yes. Advisors pay a membership fee to be included in the directory.
For advisors
How do I get listed?
Sign up through our directory signup process to apply for membership.
What are the requirements to be in the directory?
Advisors must offer flat fee billing as their primary pricing option and manage investments for their clients.
Is a membership month-to-month, or is there a long-term contract?
Membership is month-to-month. There are no long-term contracts.
Who owns or operates this site?
Flat Fee Advisors is owned and operated by John Stoj, Chris Randall, and Michael Reynolds, all practicing flat fee financial advisors.
What is the vetting process for advisors listed?
We review each advisor's ADV to confirm they follow a flat fee model. We don't require any specific professional credentials.
What kind of traffic does the site get, and do you track lead conversions?
Our traffic statistics are publicly available. We do not currently track lead conversions.
What is the fee structure?
Membership is a flat $59 per month, with no long-term contract.
What type of clients does the site tend to attract?
We tend to attract sophisticated, motivated consumers who are specifically looking for flat fee advisors and investment management.