Flat Fee Advisors
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Flat fee, fiduciary advice

Find a Flat Fee Financial Advisor.

Flat Fee Advisors is a directory of fiduciary financial advisors who manage investments and charge a clear, fixed fee for their advice instead of a percentage of your investments (fees can still be billed from investments).

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Yes, people need financial advice. Yes, people want ongoing planning and investment guidance. No, they do not have to pay based on how much money an advisor manages.

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The flat fee difference

Flat fee pricing, from advisors who put your interests first.

Advisor directory overview

Why it matters

Flat fee advice is logical and fair.

Most advisors charge a percentage of the money they manage for you. As your savings grow, their fee grows too, even when the work stays the same.

Flat fee advisors charge a clear, fixed price for their planning and investment management. Your fee is not tied to your account balance.

Every advisor in this directory is a fiduciary, which means they are obligated to act in your best interest.

Find your fit

Browse advisors by the specialties that matter most to you.

From tax planning to equity compensation, our advisors serve a wide range of people and financial situations.

Tax PlanningRetireesEquity CompensationYoung FamiliesFIRE / Early RetirementEstate PlanningWomenLGBTQ+Business OwnersPhysiciansFinancial TherapyDivorceTech ProfessionalsHigh Net WorthPre-RetireesSocially Responsible InvestingCollege PlanningGen XMillennials

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For advisors

Are you a flat fee advisor? Join the directory.

Create your profile, reach clients who are looking for flat fee pricing, and keep your listing up to date yourself.

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