Frequently Asked Questions

What is a flat, fee only financial advisor?

An advisor who is paid solely by their clients. A flat fee is transparent and directly reflects the work being done and the experience of the advisor. This arrangement minimizes conflicts of interest.

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. Learn how we evaluate advisors.

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. Learn what our advisors can do.