Frequently Asked Questions

You've got questions? We've got answers!

Whether you are a consumer looking for a financial advisor or a financial advisor interested in joining our directory, learn more and get answers here.

For consumers

Q: What's so special about the financial advisor listed on this site?

A: Well, they all have their unique skills and talents, but the theme of this site is flat fee advisors. This means that the financial advisors on this directly offer a model that is based on a set fee, rather than a percentage of investments.

Q: What's so great about a flat fee model?

A: Great question! While there is no "perfect" fee model, we believe that flat fee has the least conflicts and is the most fair to consumers. We also believe that it offers more transparency and keeps costs under control.

Q: Can a flat fee financial advisor still manage my investments?

A: Yes! All the advisors in our directory can manage investments. And flat fees can be billed directly from investment accounts just like AUM fees.

For advisors

Q: How do I get listed?

A: We would love to have you join our directory! You can sign up here.

Q: What are the requirements to be in the directory?

A: You must offer a flat fee billing model as your primary option, and you must be able to manage investments.

Q: Is a membership month-to-month, or is there a long-term contract?

A: Membership is month-to-month. No long-term contracts.