Match with a fee-only financial advisor who provides flat fee financial advice

Headshot of Matt Cooley

Matt Cooley

Boise, ID

  • CFP®
Headshot of James Grennen

James Grennen

Bohemia, NY

  • CFP®
Headshot of Robert Shaye

Robert Shaye

Alameda, CA

  • CFP®

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Just because you save more, doesn't mean you should pay more!

A flat fee is transparent and directly reflects the work being done and the experience of the advisor. It also doesn't increase when you contribute to your retirement plan or your portfolio grows in value.

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Bar chart comparing cumulative advisory fees for an advisor who charges a 1% fee vs a flat fee advisor who charges $6,500 per year. Over 20 years with a $1 million portfolio earning a 7% return, the flat fee advisor costs one third as much as the percentage-based fee.
Comparison of the cumulative advisory fees of an Assets Under Management (AUM) advisor and a Flat Fee advisor. $1M portfolio with 7% annual return over 20 years.

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Answer a few questions

Are you looking for complete transparency and control when it comes to your finances? Are you getting close to retirement? Did you receive an inheritance larger than what you’re comfortable with? Are you starting a business and ready to invest your money? Or are you looking for help gaining financial control? You are in the right spot. Take this short quiz to be matched with a fee-only financial advisor.

Match with three advisors

We use a one-of-a-kind algorithm to match you with three flat fee financial advisors who are best suited to your unique financial situation. This is important because everyone has different needs and many advisors specialize in different niches, from student loans, to occupation specific employee benefits, to tax optimization, to business owners, to retirement planning, etc.

Choose your flat fee financial advisor

Empowering you to choose who you connect with.

All of our flat fee, fee-only financial advisors are leading the industry into the future by offering comprehensive financial planning with easy, transparent pricing.

Benefits of Flat-Fee Financial Advisors

Top Advisors

Flat Fee Financial Advisor

One agreed upon flat fee

Unbiased

Only compensated by you

Fiduciary Advisor

Required to work in your best interest

Holistic

Focused on the whole picture

Evidence Based

Embracing Nobel Prize winning philosophies

Time Tested

Incorporating time tested strategies

Increase Performance

Chart comparing the 20-year return of a 5 million dollar portfolio after 20 years. Working with a fee-only financial advisor results in a 2.5 million dollar increase in value compared to an advisor that charges 1%. The calculation assumes a 5% annual return on the 5 million dollar portfolio.
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