NW Carroll, OH
NW Carroll, OH
Chapel Hill, NC
El Cerrito, CA
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.
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.
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.
One agreed upon flat fee
Only compensated by you
Required to work in your best interest
Focused on the whole picture
Embracing Nobel prize winning philosophies
Incorporating time tested strategies
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.
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.
Flat, fee only advisors provide the most transparency and usually provide the most comprehensive advice.
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.
It's free for you. To ensure your best interest, all advisors pay the same monthly fee to use our platform.
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.
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.
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.