Browse all Flat-fee advisors

Pick a state to find advisors near you, or a specialty to find someone who focuses on your situation.

Browse by location

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

State	Advisors
Texas	77,576
California	25,538
Florida	22,238
New York	14,511
Pennsylvania	12,169
New Jersey	10,237
Illinois	10,182
North Carolina	9,662
Ohio	8,914
Virginia	8,359
Michigan	7,857
Georgia	7,655
Colorado	7,600
Massachusetts	6,719
Minnesota	6,692
Washington	6,511
Arizona	6,211
Wisconsin	5,968
Maryland	5,777
Missouri	5,679
South Carolina	5,480
Connecticut	5,403
Indiana	4,777
Louisiana	4,226
Tennessee	3,927
Kansas	3,873
Oregon	3,541
Utah	3,144
Iowa	3,142
Alabama	3,140
Kentucky	2,900
Nebraska	2,661
Nevada	2,637
New Hampshire	2,393
Oklahoma	2,146
Arkansas	1,919
Idaho	1,905
Delaware	1,539
Maine	1,527
New Mexico	1,414
Mississippi	1,398
Rhode Island	1,342
District of Columbia	1,299
Montana	1,291
Hawaii	1,208
South Dakota	1,031
West Virginia	955
Vermont	885
North Dakota	783
Wyoming	768
Alaska	600
Virgin Islands	360
Puerto Rico	255

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	145,418
Retired	106,632
Wealth management	83,050
Executive	73,055
Retirement plans for business owners (SEP, solo 401k)	70,802
Tax-loss harvesting	68,525
Private / alternative investments	32,342
College savings (529s, UTMA, etc.)	32,169
General retirement planning	27,355
Retirement income strategy	26,572
Options & derivatives strategies	24,782
Annuities	21,273
Active portfolio management	19,966
ESG / Sustainable investing	18,589
Approaching retirement	18,012
Charitable giving & philanthropy	17,596
HENRY (High Earners, Not Rich Yet)	17,025
Business exit / sale strategy	14,337
Cash flow / budgeting	13,889
Concentrated stock management	11,500
Passive / index investing	9,956
Business succession planning	9,394
Real estate investing	6,523
Self-Employed	6,390
Social Security optimization	5,018
General estate planning guidance	4,950
Income planning	4,844
Financial Professional	4,427
General tax planning	3,929
Established Professionals	3,691
Mid-Career Professionals	3,368
Equity compensation tax strategy	3,133
Debt management	2,990
Long-term care insurance	2,696
Business ownership considerations	2,636
Tax strategies for small businesses	2,251
Values-based investing	1,544
Women Professionals	1,512
Retirement withdrawal strategies	1,434
Factor investing / smart beta	1,286
Intergenerational Families	1,218
Retired	1,157
Dentist	1,128
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	1,085
Life insurance needs analysis	953
Business sale tax planning	854
Doctor or Medical Professional	830
Educators, Teachers, and Academics	713
Family Business	707
Divorce financial planning	681
Roth conversion strategy	624
Professional Athlete	560
Charitable giving tax strategies	511
Religious/faith focused	506
Multi-generational wealth transfer	499
Young Professionals	472
Divorced	430
Equity Recipients (RS/RSU, SOP, ESPP)	392
Medicare planning	328
Business Financial Management	301
Airline Pilot	293
Attorney	283
Liquidity event planning	255
Military & Veterans	226
Trust structures (GRAT, IDGT, revocable)	202
Disability insurance	193
Christian Faith Based	183
Cross-border / expatriate tax planning	170
Expats	160
Young Families	155
Elder care planning	149
Stock option exercise strategy	131
Technology Professional	118
Women's Finance	117
Public Service Employee	109
Parents	90
Planning for children with special needs	81
Early retirement planning	79
Married/Couples/Partners	74
Dual Income Family	60
Consultant	56
Entertainment Industry	54
Student loan debt	50
Widow/Widower	48
Government Employee	47
Veterinarian	46
Sandwich Generation	45
Union Employee	41
FIRE (Financial Independence Retire Early)	32
Entity structure planning (LLC, S-Corp)	31
Real Estate Professional	31
Engineering Professional	28
Inheritance planning	28
LGBTQIA	28
Inherited wealth	25
University Employee	25
Divorced Women	23
Women Business Owners	21
Artists or Creative	20
Immigrants	20
Multi-state taxation	19
Newlywed/Engaged	18
Single Women	18
Cross-border & expatriate issues	17
Gifting strategies	17
Career Changers	15
Scientific Professional	15
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
Independent Contractor	8
Sales Professional	8
Startup equity planning	8
Female Executives	7
Financial coaching / therapy	7
Pharmacist	6
Oil & Gas	5
Optometrist	5
Work/Life Balance	5
Umbrella liability	4
Caretaker	3
Caring for aging parents	3
Childfree	3

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support