Finding Flat-Fee Financial Advisors

I noticed that in the post by Dick Quinn - beyond-fees-is-using-a-financial-advisor-advisable , couple of folks had mentioned having flat-fee advisors. I see that it is lot easier to find advisors that charge a % of the assets under management but one that I am not fond of.

Have read mixed reviews about FACET, have found two sites that have flat-fee FAs

https://www.flatfeeadvisors.org/
https://saragrillo.com/2022/03/14/flat-fee-financial-advisors/

Are there other resources that one can look up?

Part of the "holistic" approach, here are the topics that I thought I would get the FA to take a look at (in no particular order):

Investment management - review, rebalance, consolidate as required
Social Security timing
Retirement planning and income
Trust and estate planning
Tax planning - Roth conversions
Insurance planning - long-term care insurance
Cash flow planning - generate a monthly "pay check"

Thanks!

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Published on July 11, 2025 16:27
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