Ways to browse Flat-fee advisors

Pick a state or specialty to browse more Flat-fee advisors.

Browse by location

Advisors are registered state-by-state. See how many are registered in yours.

State	Advisors
Texas	80,600
California	25,563
Florida	22,249
New York	14,532
Pennsylvania	12,186
New Jersey	10,245
Illinois	10,195
North Carolina	9,686
Ohio	8,927
Virginia	8,371
Michigan	7,866
Georgia	7,661
Colorado	7,609
Massachusetts	6,711
Minnesota	6,702
Washington	6,522
Arizona	6,230
Wisconsin	5,975
Maryland	5,787
Missouri	5,678
South Carolina	5,484
Connecticut	5,412
Indiana	4,774
Louisiana	4,394
Kansas	4,019
Tennessee	3,932
Oregon	3,542
Iowa	3,146
Alabama	3,144
Utah	3,142
Kentucky	2,948
Nevada	2,695
Nebraska	2,658
New Hampshire	2,400
Oklahoma	2,143
Arkansas	1,918
Idaho	1,908
Delaware	1,540
Maine	1,530
New Mexico	1,418
Mississippi	1,398
Rhode Island	1,341
District of Columbia	1,300
Montana	1,294
Hawaii	1,209
South Dakota	1,031
West Virginia	955
Vermont	882
North Dakota	814
Wyoming	769
Alaska	598
Virgin Islands	356
Puerto Rico	154

Browse by specialty

Find advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	146,156
Retired	106,765
Wealth management	83,493
Executive	73,780
Retirement plans for business owners (SEP, solo 401k)	70,926
Tax-loss harvesting	69,147
Private / alternative investments	32,673
College savings (529s, UTMA, etc.)	32,226
Retirement income strategy	27,120
General retirement planning	26,966
Options & derivatives strategies	24,844
Annuities	21,270
Active portfolio management	19,925
ESG / Sustainable investing	18,591
Approaching retirement	18,035
Charitable giving & philanthropy	17,537
HENRY (High Earners, Not Rich Yet)	17,353
Business exit / sale strategy	14,376
Cash flow / budgeting	13,881
General estate planning guidance	12,341
Concentrated stock management	11,589
Passive / index investing	9,984
Business succession planning	9,425
Real estate investing	6,544
Self-Employed	6,383
Financial Professional	5,096
Income planning	4,864
Social Security optimization	4,580
Established Professionals	4,012
General tax planning	3,928
Business ownership considerations	3,645
Mid-Career Professionals	3,376
Equity compensation tax strategy	3,223
Debt management	2,995
Long-term care insurance	2,651
Tax strategies for small businesses	2,319
Values-based investing	1,525
Women Professionals	1,518
Retirement withdrawal strategies	1,456
Factor investing / smart beta	1,296
Intergenerational Families	1,224
Retired	1,163
Dentist	1,129
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	1,086
Life insurance needs analysis	959
Family Business	951
Business sale tax planning	853
Doctor or Medical Professional	830
Educators, Teachers, and Academics	713
Divorce financial planning	685
Roth conversion strategy	632
Professional Athlete	559
Charitable giving tax strategies	516
Multi-generational wealth transfer	510
Religious/faith focused	501
Young Professionals	474
Divorced	432
Equity Recipients (RS/RSU, SOP, ESPP)	403
Medicare planning	335
Liquidity event planning	316
Business Financial Management	306
Airline Pilot	293
Attorney	276
Military & Veterans	234
Trust structures (GRAT, IDGT, revocable)	201
Christian Faith Based	188
Planning for children with special needs	177
Expats	161
Young Families	155
Elder care planning	151
Cross-border / expatriate tax planning	141
Stock option exercise strategy	131
Disability insurance	126
Women's Finance	117
Technology Professional	116
Public Service Employee	110
Parents	89
Early retirement planning	79
Married/Couples/Partners	72
Dual Income Family	65
Consultant	56
Entertainment Industry	56
Student loan debt	52
Government Employee	50
Widow/Widower	48
Veterinarian	46
Sandwich Generation	45
Union Employee	41
University Employee	36
FIRE (Financial Independence Retire Early)	32
Entity structure planning (LLC, S-Corp)	31
Real Estate Professional	31
Engineering Professional	30
Inheritance planning	30
LGBTQIA	29
Inherited wealth	26
Divorced Women	24
Cross-border & expatriate issues	23
Women Business Owners	22
Artists or Creative	21
Immigrants	20
Multi-state taxation	19
Single Women	19
Newlywed/Engaged	18
Gifting strategies	17
Career Changers	16
Scientific Professional	16
African Americans/Black	14
Minorities	13
Home buying	12
Biotech Professional	10
Exec comp design	10
Hispanic/Latino/Latinx	10
Key person insurance & risk mitigation	9
Sales Professional	9
Independent Contractor	8
Startup equity planning	8
Female Executives	7
Financial coaching / therapy	7
Pharmacist	7
Oil & Gas	6
Optometrist	5
Work/Life Balance	5
Childfree	4
Umbrella liability	4
Caretaker	3
Caring for aging parents	3

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