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
Arizona
Arkansas
California
Nancy K. Weeks Associates, LLC/Carol Acker, 650 691-0440, carol@nkwadvisory.com
Retirement Road Map Financial Planning
Colorado
Delaware
Florida
South Shore Financial Planning
Georgia
Illinois
Indiana
Iowa
Arnold and Mote Wealth Management
Massachusetts
Michigan
Mississippi
Missouri
New Hampshire
New Jersey
New Mexico
New York State
North Carolina
Ohio
Truly Prosper Financial Planning
Oregon
Pennsylvania
Tennessee
Texas
Utah
Virginia
Washington state
Maura Madden Financial Planning
Wisconsin
Direction Financial Management
Washington, DC
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.
