Flat Fee Financial Advisors

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.

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Image for Beth Williams

Beth Williams

Future Wallet

Young FamiliesWomenTech Professionals

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Laura Seymour

Torchlight Financial

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Michael Morton

Morton Financial Advice

Image for Carrie Catlin

Carrie Catlin

Fenway Financial Advisors

Corporate ProfessionalsRetirees

Image for Loren Sherman, CFP® RICP® WMCP®

Loren Sherman, CFP® RICP® WMCP®

Integrity Wealth Management

RetireesPre-Retirees

Image for Lindsey Young, CFP®

Lindsey Young, CFP®

Quiet Wealth

LGBTQ+Pre-RetireesRetirees

Image for Josh Radman

Josh Radman

Presidio Advisors

Equity compensationMillennialsTech ProfessionalsHigh-Income ProfessionalsYoung Families

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Dan Mahoney

True Square Financial

Image for Daniel Johnson

Daniel Johnson

Refocus Financial

Near RetireesRetireesReal Estate Investors

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Stacy Miller

BayView Financial Planning

Military FamiliesProfessional WomenWidows

Image for Angie Furubotten-LaRosee

Angie Furubotten-LaRosee

Avea Financial Planning

Pacific Northwest National Laboratories Employees/Retirees

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Sean Gates

Lifestyle Wealth Partners

Second Opinions

Image for Madeline McIvor, CFP®

Madeline McIvor, CFP®

Arden Financial

Tech ProfessionalsLGBTQ+Life Transitions & Divorce

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Andrew Gray

Gray Wealth Strategies

RetireesPre-Retirees

Image for Ryan Langan, CFP®

Ryan Langan, CFP®

Your Path Fi

Pre-RetireesRetireesTax Planning

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Lori Dietzler

Zero Gravity Financial, LLC

Equity compensation

Image for Scott Wimmer,  CFA, CFP®, EA

Scott Wimmer, CFA, CFP®, EA

Meredith Wealth Planning

RetireesPre-Retirees

Image for Michael Powers, CPA, PFS, CFP®

Michael Powers, CPA, PFS, CFP®

Manuka Financial

RetireesPre-RetireesHigh Net WorthAge 55+Early / Semi Retirement / FIREExecutivesTech Professionals

Image for Chris Randall

Chris Randall

Axis Capital Management

MillennialsBusiness Owners / Self EmployedBudgeting & Cash Flow ManagementFIRE / Early RetirementHigh-Income ProfessionalsPre-RetireesReal Estate InvestorsTax PlanningSmall Business Retirement PlansWomenYoung FamiliesCollege Planning

Image for Daniel Johnson, CFP®, EA

Daniel Johnson, CFP®, EA

Forward Thinking Wealth Management

Physicians & Medical ProfessionalsTax Planning

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Curtis Bailey

Quiet Wealth Management

Tax Preparation & FilingRetireesHigh-Income Professionals

Image for Michael Reynolds, CFP®

Michael Reynolds, CFP®

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)

Image for Matt Cooley

Matt Cooley

Inspire Wealth Partners

Near RetireesSmall Business Retirees

Image for Sean Lovison, CFP®, CPA

Sean Lovison, CFP®, CPA

Purpose Built

Corporate ProfessionalsSolo EntrepreneursSmall Business Owners / Self EmployedEquity compensationEarly / Semi Retirement / FIRE

Image for Matthew Argyle, CFA, CFP®, EA

Matthew Argyle, CFA, CFP®, EA

Encore Retirement Planning, LLC

Pre-RetireesRetireesReal Estate InvestorsHigh Net WorthTax PlanningTax Preparation & Filing

Image for Andy Moran

Andy Moran

Ad Astra Financial Planning

Tech ProfessionalsEquity compensationEarly / Semi Retirement / FIRE

Image for Stephen Boatman, CFP®, CSLP

Stephen Boatman, CFP®, CSLP

Flat Fee Financial

DentistsPre-RetireesChristian Families

Image for Cheri Franklin

Cheri Franklin

Clarity Capital Advisors

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Will Steinberger

Think Different Financial Planning

Tech Professionals

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James Sweeney

SwitchPoint Financial Planning

High-Income ProfessionalsNear RetireesRetirees

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Don Rudolph

Flat Fee CIO

RetireesSmall Business Retirement PlansHigh Net WorthHigh-Income Professionals

Image for Chad Holmes

Chad Holmes

Formula Wealth

Age 55+Power of Attorney

Image for Mike Zung

Mike Zung

Java Wealth Planning

Tech Professionals

Image for Mark Rosinski, CFP®, CPA

Mark Rosinski, CFP®, CPA

Dunes Financial

RetireesPre-RetireesHigh-Income ProfessionalsTax Planning

Image for Hugh Baker, CFP®

Hugh Baker, CFP®

Wrenne Financial Planning

Physicians & Medical ProfessionalsPre-Retirees

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Erik Barnes

Retirement Portfolio Partners

Age 55+Near RetireesRetirees

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Bryan Minogue

Kardinal Financial

Young Families

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Joe Petry

Mayfair Financial

Near RetireesRetirees

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Paul Staib

Staib Financial Planning

Near Retirees

Image for Chris Shoup, CFP®

Chris Shoup, CFP®

Southshore Financial Planning

RetireesPre-RetireesTax Preparation & FilingHigh Net WorthTax Planning

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Eric Niergarth

Retirement Roadmap Financial Planning

RetireesPre-RetireesReal Estate InvestorsFederal EmployeesHigh Net Worth

Image for John Gugle, CFP®, CDFA®, CRPC

John Gugle, CFP®, CDFA®, CRPC

Gugle Wealth Advisory

Life Transitions & DivorcePhysicians & Medical ProfessionalsPre-RetireesRetireesHigh Net WorthTax Planning

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Mark Meredith

Meredith Wealth Planning

Retirement-Related

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Daniel Huffman

Cornerstone Financial Planning

Federal EmployeesEarly/Semi RetirementNear RetireesRetireesReal Estate Investors

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Andrew Langdon

VetWorth

Veterinarians

Image for Corey Beal

Corey Beal

Empowering Finance

LGBTQ+Pre-RetireesWomen

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Mark Nicholas

Transform Retirement

Christian FamiliesSmall Business Retirement Plans

Image for Carlie Ransom, CFP®, AIF®

Carlie Ransom, CFP®, AIF®

Equal Path Investments

RetireesPre-RetireesTax Preparation & FilingGen XSocially Responsible Investing / ESGTax Planning

Image for Dodd, CFP®, CKA®

Dodd, CFP®, CKA®

The Other 90 Financial, LLC

Christian FamiliesPre-RetireesRetireesTax Planning

Image for Brian Rood, CFP®, ADPA®

Brian Rood, CFP®, ADPA®

Artisan Financial Planning

Creative ProfessionalsProfessional MusiciansLGBTQ+RetireesPre-Retirees

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Dave Pederson

Hermosa Advisors

40+ Individual/FamiliesNear Retirees

Image for Brad Bobb

Brad Bobb

Bobb Financial

Federal Employees

Image for Rob DeLucas, CFP®, RICP®

Rob DeLucas, CFP®, RICP®

Afton Advisors, LLC

Pre-RetireesRetireesTax PlanningHigh-Income ProfessionalsPhysicians & Medical ProfessionalsExecutives

Image for Filip Telibasa

Filip Telibasa

Benzina Wealth, LLC

Budgeting & Cash Flow ManagementEquity compensationPre-RetireesBusiness Owners / Self EmployedCollege Planning

Image for Allen Mueller, CFA, MBA

Allen Mueller, CFA, MBA

7 Saturdays Financial

RetireesPre-RetireesHigh Net WorthFIRE / Early RetirementExecutivesBusiness Owners / Self Employed

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Raman Singh

SINGH PWM

Tax PlanningPre-RetireesRetireesBusiness Owners / Self Employed

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Kelly Berenbaum

Blue Tree Financial

Business Owners

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Kevin Lao

Imagine Financial Security

Pre-RetireesRetireesTax Planning

Image for Marcel Miu, CFA®, CFP®

Marcel Miu, CFA®, CFP®

Simplify Wealth Planning

Tech ProfessionalsEquity compensationFIRE / Early Retirement

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Mike Halper

Escient Financial

Digital Assets InvestorsIndividuals/Families Under 50Financial IndependenceMillennials

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Matthew Jenkins

Noble Hill Planning

Image for Brendan Willmann

Brendan Willmann

Granada Wealth Management

RetireesSelf Employed

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Adam Grossman

Mayport Wealth Management

High-Income ProfessionalsRetireesNear Retirees

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Paul LaViola

Foundation Wealth Management, LLC

Pre-RetireesRetireesHigh Net WorthExecutives

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Jeffrey Meenes

Meenes Wealth Partners

Image for Jordan Gilberti, CFP®

Jordan Gilberti, CFP®

Sage Wealth Group

Pre-RetireesRetirees

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Jack Zarinsky

Safebridge

Near RetireesRetirees

Image for Matthew Etzler

Matthew Etzler

Etzler Financial Advisors, LLC

Pre-RetireesSmall Business Owners / Self EmployedCouplesEarly / Semi Retirement / FIREFederal EmployeesHigh-Income ProfessionalsRetireesSmall Business Retirement PlansWidows

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Chris Urban

Discovery Wealth Planning

Age 55+Financial IndependenceNear RetireesRetirees

Image for Matt Hylland

Matt Hylland

Arnold & Mote Wealth Management

RetireesPre-Retirees

Image for Travis Hughes

Travis Hughes

Downshift Financial

Early/Semi RetirementFinancial Independence

Image for Brittany Wolff

Brittany Wolff

Wolff Financial

CouplesMillennialsWomen

Image for Jamie Yarbrough

Jamie Yarbrough

Stonebridge Wealth

Pre-RetireesWidowsRetirees

Image for Drew Cook

Drew Cook

Level Wealth Management

Retirement-Related

Image for Stu Sneen, CFP®, CFA

Stu Sneen, CFP®, CFA

TwoTen Planning

Tech ProfessionalsEquity compensationCorporate Professionals

Image for John Stoj

John Stoj

Verbatim Financial

Pre-RetireesRetireesGen XPhysicians & Medical Professionals

Image for Francisco Ayala, CFP, CFA

Francisco Ayala, CFP, CFA

The Coleridge Group, LLC

Young FamiliesBudgeting & Cash Flow ManagementSocially Responsible Investing / ESGTax PlanningLGBTQ+Business Owners / Self Employed

Image for Brian Tegtmeyer, CFP®

Brian Tegtmeyer, CFP®

Truly Prosper Financial Planning

RetireesPre-Retirees

Image for Evon Mendrin

Evon Mendrin

Optometry Wealth Advisors

Optometrists

Image for Zack Gutches, CFP®, CPA

Zack Gutches, CFP®, CPA

True Riches Financial Planning

Christian FamiliesBudgeting & Cash Flow ManagementDentistsEquity compensationExecutivesGen XMillennialsHigh-Income ProfessionalsPhysicians & Medical ProfessionalsPre-RetireesTax PlanningTax Preparation & FilingTech ProfessionalsWidowsYoung Families

Image for Larry Pershing

Larry Pershing

Optimum Retirement Planning

Near RetireesRetirees

Image for Lauren Hunt

Lauren Hunt

Daybreak Wealth

Pre-RetireesRetireesWomen

Image for Igor Smolyanskiy, CFA, CFP®

Igor Smolyanskiy, CFA, CFP®

Vilga Financial Planning

High-Income ProfessionalsRetireesPre-RetireesHigh Net WorthFIRE / Early RetirementBusiness Owners / Self Employed

Image for Tyler Reeves

Tyler Reeves

Plimsoll Financial

Busy FamiliesPhysicians

Image for Shawn Ballinger, CFP®

Shawn Ballinger, CFP®

Columbus Street Financial Planning

Equity compensationSmall Business Owners / Self EmployedPhysiciansHigh-Income ProfessionalsRetirees