Searching for the right financial advisor shouldn't be complicated. Our directory makes it easy to find flat fee financial advisors who offer transparent pricing and unbiased guidance—without commissions or percentage-based fees.
Use the filters to narrow your search by services, specialties, and/or location to find an advisor who aligns with your financial goals.
Whether you need help with retirement planning, investments, tax strategies, or comprehensive financial advice, you can connect with a professional who provides clear, upfront pricing and a commitment to your best interests.
Local Wealth Advisors
Pre-RetireesRetireesEquity CompensationEstate PlanningTax Planning
Staib Financial Planning, LLC
RetireesTax PlanningHigh Net WorthPre-Retirees
Mark Rosinski, CFP®, RICP®, CPA
Dunes Financial
RetireesPre-RetireesHigh-Income ProfessionalsTax Planning
Enso Financial
Tax PlanningEquity CompensationPre-RetireesRetireesFIRE / Early RetirementFinancial TherapyWomen
Bradley Hilton, CFP®, TPCP®, MBA, Master of Personal Financial Planning
Sonas Financial Planning
DentistsPre-RetireesRetireesTax PlanningBudgeting & Cash Flow ManagementBusiness Owners / Self EmployedCollege PlanningCreative ProfessionalsDigital NomadsDivorceEquity CompensationEstate PlanningExecutivesFederal EmployeesFinancial TherapyGen XHigh Net WorthHigh-Income ProfessionalsHigher Education ProfessionalsLGBTQ+MilitaryMillennialsPhysicians & Medical ProfessionalsProfessional MusiciansSmall Business Retirement PlansSocially Responsible Investing / ESGSpecial Needs PlanningTech ProfessionalsVeterinariansWidowsWomenYoung Families
Make the Memory Financial Planning
Federal EmployeesBusiness Owners / Self EmployedReal Estate InvestorsMilitaryDigital Nomads
OptimalPath Advisors
Young FamiliesFIRE / Early RetirementTax PlanningEquity CompensationBudgeting & Cash Flow ManagementBusiness Owners / Self EmployedDigital NomadsEducatorsExecutivesFederal EmployeesGen XHigh Net WorthHigher Education ProfessionalsLGBTQ+MillennialsPhysicians & Medical ProfessionalsPre-RetireesReal Estate InvestorsRetireesTax Preparation & FilingTech ProfessionalsVeterinariansWomenWidows
Presidio Advisors
MillennialsTech ProfessionalsHigh-Income ProfessionalsYoung FamiliesEquity CompensationTax PlanningExecutivesHigh Net WorthTax Preparation & Filing
Reset Financial Planning
WomenWidowsDivorcePre-RetireesTax PlanningRetirees
Retirement Roadmap Financial Planning
RetireesPre-RetireesReal Estate InvestorsFederal EmployeesHigh Net WorthTax PlanningTech ProfessionalsEquity CompensationBusiness Owners / Self Employed
FOOTLAMP FINANCIAL
Tax PlanningRetireesPre-RetireesExecutivesReal Estate InvestorsChristian Families
Matthew R. Etzler, CFP®, CRC®, CRPS®, ChFEBC℠, CFEI℠
Etzler Financial Advisors, LLC
Pre-RetireesSmall Business Owners / Self EmployedCouplesEarly / Semi Retirement / FIREFederal EmployeesHigh-Income ProfessionalsRetireesSmall Business Retirement PlansWidows
Southshore Financial Planning
RetireesPre-RetireesTax Preparation & FilingHigh Net WorthTax Planning
WideFrame Wealth
Creative ProfessionalsBusiness Owners / Self EmployedPre-RetireesMillennialsBudgeting & Cash Flow ManagementProfessional MusiciansTax PlanningHigh Net WorthYoung FamiliesEquity CompensationHigh-Income ProfessionalsPhysicians & Medical ProfessionalsTech Professionals
Birchwood Capital
Tax PlanningPre-RetireesRetireesBusiness Owners / Self EmployedHigh Net WorthEquity CompensationEstate PlanningExecutivesHigh-Income ProfessionalsTech Professionals
Vance Financial Planning, LLC
Gen XPhysicians & Medical ProfessionalsPre-RetireesRetireesTax PlanningTech ProfessionalsDentists
Reel Financial Planning
Young FamiliesEquity CompensationPre-RetireesTax PlanningRetireesEstate PlanningBusiness Owners / Self EmployedFIRE / Early RetirementMillennialsDivorce
Encore Retirement Planning, LLC
Pre-RetireesRetireesReal Estate InvestorsHigh Net WorthTax PlanningTax Preparation & FilingEquity Compensation
Afton Advisors, LLC
Pre-RetireesRetireesTax PlanningHigh-Income ProfessionalsPhysicians & Medical ProfessionalsExecutives
IronFjord Wealth Management
Pre-RetireesRetireesHigh-Income ProfessionalsMillennialsGen XBusiness Owners / Self EmployedTax Preparation & FilingTax PlanningFIRE / Early Retirement
Java Wealth Planning
Tech ProfessionalsEquity CompensationLGBTQ+Tax PlanningFIRE / Early RetirementBudgeting & Cash Flow ManagementHigh-Income ProfessionalsMillennialsGen XPre-Retirees
Equal Path Investments
RetireesPre-RetireesSocially Responsible Investing / ESGTax PlanningEquity CompensationHigh-Income ProfessionalsPhysicians & Medical Professionals
Loren Sherman, CFP® RICP® WMCP®
Integrity Wealth Management
RetireesPre-RetireesDigital Assets Investors (Crypto)Tax PlanningDentistsEstate PlanningBusiness Owners / Self EmployedChristian FamiliesHigh Net WorthHigh-Income Professionals
Quiet Wealth Management
Tax Preparation & FilingRetireesHigh-Income ProfessionalsTax PlanningExecutivesHigh Net WorthPre-Retirees
Derek Delaney, CFP®, ChFC®, EA
PharmD Financial Planning LLC
Pre-RetireesRetireesTax PlanningEstate Planning
Optimum Retirement Planning LLC
RetireesPre-RetireesTax PlanningBusiness Owners / Self Employed
JKD Financial
Tax PlanningRetireesPre-RetireesCollege PlanningEducatorsFederal EmployeesTax Preparation & Filing
Kevin C. Feig, CFP®, CFT™, CPA/PFS
Walk You To Wealth
Digital Assets Investors (Crypto)WomenPre-RetireesRetireesFIRE / Early RetirementYoung FamiliesEducatorsFinancial TherapyMillennialsGen X
Elevation Financial
Creative ProfessionalsMillennialsSmall Business Retirement PlansYoung FamiliesBookkeepingTax Preparation & FilingBudgeting & Cash Flow ManagementGen XSocially Responsible Investing / ESGTax PlanningBusiness Owners / Self EmployedLGBTQ+Digital Assets Investors (Crypto)Estate PlanningFinancial Therapy
7 Saturdays Financial
RetireesPre-RetireesHigh Net WorthFIRE / Early RetirementExecutivesBusiness Owners / Self Employed
The Coleridge Group, LLC
Young FamiliesBudgeting & Cash Flow ManagementSocially Responsible Investing / ESGTax PlanningLGBTQ+Business Owners / Self Employed
Redeployment Wealth Strategies
Pre-RetireesRetireesTax PlanningMilitaryReal Estate InvestorsEstate Planning
Quiet Wealth
LGBTQ+Pre-RetireesRetireesTax PlanningTax Preparation & Filing
Betsy Hutchins, CFP®, CRPC®, MHA
Forward Financial Planning
College PlanningPhysicians & Medical ProfessionalsDentistsWomen
Benzina Wealth, LLC
Budgeting & Cash Flow ManagementBusiness Owners / Self EmployedCollege PlanningMillennialsEquity CompensationYoung FamiliesTax PlanningPre-RetireesHigh-Income ProfessionalsFIRE / Early RetirementDigital NomadsReal Estate InvestorsSmall Business Retirement PlansTech Professionals
Ad Astra Financial Planning
Tech ProfessionalsFIRE / Early RetirementGen XLGBTQ+MillennialsPre-RetireesTax PlanningHigh-Income ProfessionalsDigital Assets Investors (Crypto)Equity CompensationHigh Net WorthYoung FamiliesExecutives
Justin Pritchard, CFP®, MBA, RMA®
Approach Financial, Inc.
Pre-RetireesRetireesTax PlanningDivorceEducatorsExecutivesFederal EmployeesGen XHigher Education ProfessionalsPhysicians & Medical ProfessionalsSmall Business Retirement PlansWidowsWomen
Columbus Street Financial Planning
High-Income ProfessionalsRetireesEquity CompensationHigh Net WorthBusiness Owners / Self EmployedTax PlanningEstate Planning
Artisan Financial Planning
Creative ProfessionalsProfessional MusiciansLGBTQ+RetireesPre-RetireesBudgeting & Cash Flow ManagementBusiness Owners / Self EmployedCollege PlanningEstate PlanningHigher Education ProfessionalsEducatorsSocially Responsible Investing / ESGTax Planning
Verbatim Financial
Pre-RetireesRetireesGen XPhysicians & Medical ProfessionalsBusiness Owners / Self EmployedHigh Net WorthEstate Planning
Arcadia Private Wealth
Tax PlanningPre-RetireesRetireesHigh Net WorthEstate PlanningHigh-Income Professionals
Phil Orwig, CFP®, CPWA®, ChFC®, CLU®, RICP®, EA
Fair Asset Management
Tax PlanningPre-RetireesRetireesEquity CompensationReal Estate InvestorsHigh Net WorthHigh-Income ProfessionalsTech ProfessionalsDivorce
John Gugle, CFP®, TPCP®, CDFA®, CRPC
Gugle Wealth Advisory
Physicians & Medical ProfessionalsPre-RetireesRetireesHigh Net WorthTax PlanningDivorceBusiness Owners / Self Employed
Vilga Financial Planning
High-Income ProfessionalsRetireesPre-RetireesHigh Net WorthFIRE / Early RetirementBusiness Owners / Self EmployedGen XEquity CompensationExecutivesTax PlanningTech ProfessionalsWidows
TwoTen Planning
Tech ProfessionalsEquity CompensationBudgeting & Cash Flow ManagementChristian FamiliesCollege PlanningEstate PlanningExecutivesGen XHigh Net WorthHigh-Income ProfessionalsPre-RetireesTax Planning
Flat Fee CIO
RetireesSmall Business Retirement PlansHigh Net WorthHigh-Income ProfessionalsPhysicians & Medical Professionals
Simplify Wealth Planning
Tech ProfessionalsFIRE / Early RetirementTax PlanningEquity CompensationPre-RetireesHigh Net WorthHigh-Income ProfessionalsExecutivesMillennialsDigital Assets Investors (Crypto)Estate PlanningRetireesTax Preparation & FilingCollege PlanningGen XYoung Families
Matthew Higbie, CFA®, CFP®, TPCP®
Birchwood Capital
RetireesPre-RetireesTax PlanningHigh Net WorthBusiness Owners / Self Employed
True Riches Financial Planning
Christian FamiliesDentistsExecutivesGen XMillennialsHigh-Income ProfessionalsPhysicians & Medical ProfessionalsPre-RetireesTax PlanningTax Preparation & FilingTech ProfessionalsWidowsYoung FamiliesEquity CompensationFIRE / Early Retirement
Gateway Financial
Federal EmployeesHigh-Income ProfessionalsTax PlanningEquity CompensationExecutivesPre-RetireesRetireesTax Preparation & Filing
Infinity Financial Services
MillennialsFIRE / Early RetirementPre-RetireesCollege Planning
Live and Give Financial
Tax PlanningPhysicians & Medical ProfessionalsCollege PlanningRetireesPre-RetireesFIRE / Early RetirementHigh-Income ProfessionalsWomenMillennialsYoung FamiliesChristian Families
Elion Financial, LLC
Tax PlanningTax Preparation & FilingHigh-Income ProfessionalsDivorce
Joe Petry, PhD, CFP®, EA, CRPC®
Mayfair Financial
Business Owners / Self EmployedPre-RetireesTax PlanningRetirees
Axis Capital Management
MillennialsBusiness Owners / Self EmployedBudgeting & Cash Flow ManagementFIRE / Early RetirementHigh-Income ProfessionalsPre-RetireesReal Estate InvestorsTax PlanningSmall Business Retirement PlansWomenYoung FamiliesCollege PlanningCreative ProfessionalsExecutivesGen XHigh Net WorthTech ProfessionalsEstate PlanningRetireesWidowsDivorce
