Logic & Clarity

Take control of all your money, including advisory fees.

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Yes, people need financial advice.

Yes, people want ongoing financial advice & investment management.

No, you do not have to pay a financial advisor based on how much of your money they manage.

Flat Fee Advisors was formed to provide a “one-stop shopping” destination for people looking for fiduciary advisors, and to learn more about why flat fee is the future of the financial advisory and investment management business.

Each of the advisors listed below offer financial planning, along with investment management, at transparent, fixed fees.

Find the advisor who’s right for you, at a price you can easily understand.

Flat Fee Advisor Referral List

Select Services Offered by Flat Fee Advisors

  • Investment Management

    Investment portfolio management customized to fit your life.

  • Retirement Planning

    Retirement may seem a long way off, or maybe it’s coming too fast. Either way, planning is power.

  • College Funding

    College gets more expensive every year. Advisors can help you plan and save for your children’s future in a way that works for you.

  • Estate Planning

    A well-organized estate is one of the most thoughtful gifts you can leave your family.

  • Tax Planning

    Taxes affect every aspect of you financial life. Prudent planning is essential.

  • Charitable Giving

    The best gifts are planned. Advisors can design a plan to help you support the charities or causes of your choice.