Discussing Financial Planning Topics, Qualities of a Fee-Only Financial Advisor and Flat Fee Financial Advice

Welcome to our blog! We post about flat fee and fee-only financial advising. We also spend time talking about our service, including the mechanics behind it, the features, and the advisors we work with. We will have guest posts and features as well.

Please let us know about specific topics you'd like us to focus on. Feel free to reach out for any other reasons as well! We're a small business focused on the flat fee, fee-only advising community. We want to do all we can to provide support and help people find advisors that best match their needs.

  1. Advice-Only Financial Advisor: The Abundo Wealth Difference

    By Eric Simonson

    Our first guest post, featuring Eric Simonsen, the founder and CEO of Abundo Wealth - an advice-only financial advising firm focused on transparent flat fee financial advice. Abundo Wealth is one of the fastest-growing flat fee financial planning firms in the country.

  2. Flat Fee Financial Advice from a Flat Fee Financial Advisor

    By Josiah Peterham

    Looking for flat fee financial advisors near you? Learn about the benefits of working with a fee-only financial advisor who provides flat fee financial advice, rather than taking a percentage of your assets or earning commissions on products sold.

  3. Don't Get Sold: Avoiding Fee-Based Financial Advisors

    By Josiah Peterham

    We continue our focus on commission and fee-based financial advisors by discussing some of the products they sell, what products to avoid, and how to identify a fee-based advisor who makes commissions. These commissions create conflicts of interest, making fee-only financial advisors the best choice for unbiased, fiduciary advice.

  4. Avoid Commissions, Choose Control: Why Choosing a Fee-Only Financial Advisor Benefits You

    By Josiah Peterham

    Tired of commission-based financial advice that may prioritize their profits over your needs? Learn why certified fee-only advisors are the better choice. We'll explore how commissions create conflicts of interest and why flat fee financial advisors are always fiduciaries working in your best interest. Find the best independent financial planner near you who puts you first.

  5. Ditch the AUM: Find Flat Fee Financial Advisors Near You

    By Josiah Peterham

    Learn why AUM advisors often prioritize asset management over comprehensive planning. Discover how advisors can hide underperformance and why Warren Buffett prefers index funds. Understand the importance of transparency and avoiding conflicts of interest. Find a certified fee-only advisor near you who prioritizes your overall financial well-being.

  6. What is a Flat Fee Financial Advisor?

    By Josiah Peterham

    Flat fee financial advisors are fee-only advisors who provide transparent pricing and a focus on conflict-free comprehensive financial planning.