Please use this list of flat fee financial advisors by state to contact flat fee or advice-only advisors close to you for networking or other purposes.
Please note:
This list of flat fee and advice-only advisors by state is not an endorsement of any particular individual, their firm, or their services; please do your own research when selecting a financial advisor. There is nothing that guarantees that accuracy of this content and it is subject to change without notice.
Alabama
Chad Holmes
Flat-fee comprehensive financial planner helping baby boomers and their parents proactively minimize taxes between the two generations.
Arizona
Francisco Ayala
Arkansas
Jacob George
https://worthwhileretirement.com/
Flat-fee financial planning for Christian families wanting to make an eternal impact!
California
Carol Acker
Nancy K. Weeks Associates, LLC
650 691-0440
Kelly Nilsson
Chris Randall
Flat-fee monthly subscription based financial planning for millennials and first-time investors.
James Schwarz
www.ClearRetirementAdvice.com
Flat fee; to be more precise — Equal Flat Fee (every client pays the same amount).
Josh St. Laurent
https://www.wealthinyourself.com
Flat-fee financial planning for people working remotely and striving for financial freedom.
Eric Niergarth
https://www.retirementroadmapfinancialplanning.com/
Flat fee with the option of Advice Only.
Matthew Etzler
https://www.etzlerfinancial.com/
Colorado
Skip Fleming
Home
Advice only planner
Downshift Financial
Home
Eric Courage
Flat fee advisor
Delaware
Sam Lewis
www.wecanplanforthat.com
Flat Fee and hourly
Advice-only only planning to help young professionals and pre-retirees retire early.
Mike Staman
Advice-only planner
Florida
Kelly Berenbaum
Home
Flat fee, fiduciary
Christopher Diodato
Flat-fee financial guidance specializing in individuals interested in FIRE/early retirement.
Chris Shoup
Georgia
David E. Barfield, CFP®
www.datapointfinancialplanning.com/
Flat-fee, advice-only financial planning for Millennial and Gen Z tech professionals and business owners
Illinois
Daniel Bishop
Blackswanfp.com
Howtopayforcollege.app
Flat Fee, Advice Only – 0 AUM RIA
Mark Meredith
https://www.meredithwealth.com/
Meredith Wealth Planning
Indiana
Michael Reynolds
https://www.elevationfinancial.com
Flat fee fiduciary financial planning & ESG investing
Iowa
Mike Dunlop
https://www.igniteplanning.com/
Quinn Arnold
Arnold and Mote Wealth Management
Massachusetts
Fenway Financial Advisors
https://www.fenway-financial.com/
Plan for it Financial
https://www.planforitfinancial.com
Michigan
Scott Salaske
Low cost, flat fee advisor
Anthony Watson
Mississippi
Jay Zigmont
https://childfreewealth.com/home
Advice-Only, Fee-Only Life and Financial Planning for Childfree and Permanently Childless People
Missouri
David and Mary Oransky
https://www.laminarwealth.com/
Jayson M. Thornton, CFP
https://www.thorntonadvisor.com
New Jersey
Igor Smolyanskiy
Flat-fee planning with optional investment management for established financial services industry professionals.
Steven Kampschmidt
Home
Freedom Found Financial
Andy Panko
Tenon Financial
New Mexico
Jose Sanchez
Flat fee financial planning for families living with and through Alzheimer’s
New York State
Laura Rotter
I am an annual retainer, flat fee advisor.
James DeVico
www.mountainpassplanning.com
Flat fee asset management and financial planning is the main offering. I also offer AUM for clients who do not want planning.
Ford Financial
https://www.fordfinancialsolutions.com/
North Carolina
Rupa Pereira, EA, AIF, CSLP
www.fwjplanning.com
FWJ Planning is an advice-only firm that serves women-led households and those with cross-border financial matters.
Don Rudolph
Fixed fee fiduciary for families, foundations, and small business 401(k)s.
Aaron Parish
Level Wealth
Stephan Shipe
Home
Scholar Advising
Ohio
Curtis Bailey
Flat Fee of $6,000 per year charged at $500 per month
Brian Tegtmeyer
Home
Flat Fee financial planning, investment management, and tax planning for new retirees. I also provide one-time retirement plans for DIY investors.
Oregon
Andrew Gray
Flat Fee only (ongoing and one time plan) specializing in retirees and those approaching retirement.
Corey Beal
Home
Pennsylvania
Bill Hines
We are advice-only, flat-fee, fee-only, transparent, holistic, inexpensive, and most importantly, altruistic and honest!
Devin Faddoul
Flat fee advisor in Pittsburgh
Texas
Allen Mueller
Flat-fee planning (ongoing or one-time) with optional investment management.
Utah
Ryan Kelly
Virginia
Chris Urban
www.discoverywp.com/
Discovery Wealth Planning, a Registered Investment Advisor based in Virginia, provides life-centered personal financial planning for a flat, annual fee.
Mike Powers
Home
Flat-fee financial planning, investment management, and tax planning helping individuals transition to retirement. Tax preparation is also available.
Matthew Jenkins
Home
Washington state
Kevin Estes
https://www.scaledfinance.com/
Hourly financial planner helping T-Mobile employees and families live their best lives.
Maura Madden
Maura Madden Financial Planning
Wisconsin
Direction Financial Management
Washington, DC
Kevin Mahoney
Home
Financial planning for millennials
England, UK
Jenny Ives
Disclaimers
Sara Grillo and Grillo Investment Management, LLC are not compensated for including any of the aforementioned individuals on this list. There is nothing that guarantees that accuracy of this content and it is subject to change without notice and Sara Grillo is not obligated to update this information.
This list is not an endorsement of any particular individual, their firm, or their services. Sara Grillo and Grillo Investment Management, LLC are not endorsing anyone or recommending any financial advisor on this list. Sara Grillo and Grillo Investment Management, LLC were not paid to feature any of these advisors; no monetary relationship exists with any of them. Also, the examples in this list are not presented in any particular order relative to meaningfulness; this is not a ranked list, and the order is random.
If you are considering hiring a financial advisor, please do your own research. This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here. Also, there is selection bias inherent in this list. Sara Grillo did not interview all the hundreds of thousands of advisors out there, Sara Grillo conducted research using Google and posted on social media. So this is limited to those accessible to Sara Grillo. Again, conduct your own research; this list is intended to be a starting point but by no means is it exhaustive or conclusive.
Grillo Investment Management, LLC does not guarantee any specific level of performance, the success of any strategy that Grillo Investment Management, LLC may use or mention in any of its content, or the success of any program it may mention in any of its content.
Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Grillo Investment Management, LLC is under no obligation to advise users of subsequent changes to statements or information contained herein. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor. There is nothing that guarantees that the information presented in this article or on this website is accurate.
Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. For advice on such matters, contact a legal or compliance advisor.
