Eric Simonson
Minneapolis, MN
- CFP®
A community of advisors who charge a flat fee
TJ van Gerven
Woburn, MA
- CFP®
Lori Bodenhamer
Minneapolis, MN
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Benefits of Flat-Fee Financial Advisors
Top Advisors
Flat Fee
One agreed upon flat fee
Unbiased
Only compensated by you
Fiduciary
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
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Frequently Asked Questions
What is a flat, fee-only financial advisor?
An advisor who is paid solely by their clients. This arrangement minimizes conflicts of interest. A flat fee structure reflects the service provided and is not based solely on portfolio, net worth, or income size.
What are flat fees?
Fees can be monthly, quarterly, hourly, by project, or retainer. These fees can be a set price or based on complexity. All fees should be explained before engagement.
Why work with a flat, fee-only financial advisor?
Flat, fee-only advisors provide the most transparency and usually provide the most comprehensive advice.
How do you select advisors?
We approve less than the top 1% of advisors. All advisors are fiduciary, independent, and flat fee. Every advisor is individually interviewed and each ADV disclosure and website is reviewed.
How much does it cost?
It's free for you. To ensure your best interest, all advisors pay the same monthly fee to use our platform.
What do you do with my personal information?
All information is kept private. We do not share your information with the advisors on board or any other party. We use your email to send you a link with your matches.
How do you match me with the advisors?
We select advisors based on your answers to a few simple questions. Advisors can be selected based on your occupation, financial planning services you need, age, income and saving sizes, and location.
What services do most advisors on board provide?
Cash Flow Planning, Investment Analysis and Planning, Retirement Planning, Tax Planning, Estate Planning, Risk Management and Insurance Planning, Education Planning, Charitable Planning, Portfolio Guidance or Management.