Flat-fee advisors in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a flat-fee financial advisor when you want clear, predictable costs instead of fees based on your assets. Without a flat-fee structure, you could end up paying more as your portfolio grows, even if your needs stay the same.
- Fee transparency. Confirm exactly what services are included in the flat fee and whether any additional charges might apply.
- Service scope. Ask if the flat fee covers comprehensive financial planning or only specific areas like investment management.
- Experience with flat fees. Look for advisors who have a track record of managing client relationships under a flat-fee model to ensure smooth communication and expectations.
- Firm size impact. Consider how working with advisors from large firms versus independent ones might affect your flat-fee arrangement and service flexibility.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jared F
Series 65
Huntington Beach, CA
Northwest Asset Management
Jared Fruth offers flat-fee financial consulting with fees tailored to service scope and complexity, making him suitable for clients seeking predictable costs in the US. As an independent advisor at Northwest Asset Management, he brings four years of experience and a Series 65 designation, supported by a firm managing $3.6 billion with a fiduciary approach and diversified portfolio strategies, distinguishing him from advisors with standard AUM-based fees.
Experience: 4 years
Avg account: $1,472,895
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Edwina M
Series 65
Cincinnati, OH
Waverly Advisors, LLC
Edwina Martin offers flat-fee financial planning with fees ranging from $500 to $50,000 depending on scope, making her suitable for clients seeking predictable costs in the US. Her firm, Waverly Advisors, LLC, provides both discretionary and non-discretionary portfolio management across traditional and alternative assets, and her background includes tax planning and expertise in private investments, real estate, and ESG strategies, differentiating her from others with a broad service scope and independent status.
Experience: 2 years
Avg account: $1,639,930
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Wesley P
Series 63, Series 66
Fort Worth, TX
Wells Fargo Clearing
Wesley Pool offers flat-fee financial advisory services through Wells Fargo Clearing, making him suitable for clients seeking predictable costs rather than asset-based fees. With 14 years of experience, Series 63 and 66 licenses, and a background including JPMorgan Securities and entrepreneurship, he serves high-net-worth clients from a large firm, providing retirement plan consulting and a broad range of investment options tailored to client objectives.
Experience: 14 years
Avg account: $475,575
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Hassan A
Series 63, Series 65
Rockville, MD
LPL Financial
Hassan Al Kadhimi offers flat-fee financial planning and consulting services, making costs predictable for clients seeking clear fee structures. Based in Rockville, MD, he brings expertise in wealth management, retirement plans for business owners, and tax-loss harvesting, supported by LPL Financial's large-firm resources and in-house research team, which may provide broader product access compared to smaller firms.
Experience: 2 years
Avg account: $399,489
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Amanda S
Series 66
Ft. Wayne, IN
Raymond James & Associates
Amanda Scheele offers flat-fee financial planning and investment consulting through Raymond James & Associates, making her well-suited for clients seeking predictable costs in the US. With 15 years of experience and a Series 66 designation, she serves a diverse clientele including individuals and corporate entities, supported by a large firm's resources and tailored advisory programs, distinguishing her from advisors at smaller firms or with less comprehensive service scopes.
Experience: 15 years
Avg account: $788,879
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