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Fiduciary Flat-Fee Financial Advisors
Specializing in 401k Rollover
Showing 26 matching advisors.
Linda Grizely, CFP®, MSFS, CAP®
Financial Planner
5.00 (9) 23
- Feel behind? Overwhelmed? Not sure where to start?
- Judgment-free planning that meets you where you are
- Clear next steps, no shame
401k rollover
$350 / one hour
Darci Zaunmiller, CFP®, CDFA
Financial Planner
5.00 (71) 185
- 15+ years experience in the financial industry
- Turns complexity into clarity and action
- Enjoys working with clients who are values driven
401k rollover
$300 / one hour
Melody Brady, MBA, CFP®
Financial Planner
4.90 (30) 83
- 🌟 Helping high-achievers make confident money decisions
- 🕰️ 13 years guiding busy families
- 🤝 Practical advice and planning for life’s big decisions
401k rollover
$300 / one hour
Carla Adams, CFP®
Financial Planner
4.95 (147) 452
- 15+ years experience guiding clients with their finances
- Enjoys helping women take control of their financial lives
- Expert in equity comp including RSUs
401k rollover
$300 / one hour
Devin Watts, CFP®
Financial Planner
4.99 (74) 242
- Makes sure you're putting your savings where they work best
- Healthcare professionals (WCI) & growing families
- I want YOU to be confident with your finances
401k rollover
$350 / one hour
John O'Callaghan, CFP®
Financial Planner
4.99 (153) 402
- Reduce stress around investing, taxes, and retirement😌
- Ongoing access to RightCapital financial planning software📈
- Get tailored strategies built for your life & your goals! ✅
401k rollover
$200 / one hour
Kathleen Boyd, CFP®, CSLP
Financial Planner
4.96 (78) 173
- 14 yrs. guiding investing, debt, & major financial decisions
- Specialty in student loans, tax planning, & real estate
- Walk away with a clear plan after one session
401k rollover
$275 / one hour
Arik Peterson, CFP®
Financial Planner
4.99 (111) 397 Frequently Rebooked!
- Serve as an unbiased sounding board for DIY investors.
- Build a simple, tax-efficient investment strategy
- Turn your savings into a retirement paycheck
401k rollover
$225 / one hour
Tommy Modec
Financial Planner
4.99 (196) 568 Frequently Rebooked!
- Easy-to-understand advice with action-focused follow-ups 💻
- Second opinions on advisors, investments, and insurance 🔍
- Friendly, welcoming vibe (Golden Retriever cameos) 🦮
401k rollover
$250 / one hour
Max Pashman, CFP®
Financial Planner
4.97 (115) 355
- 10 years experience
- Turning complexity into simple and actionable advice!
- Specialty in FIRE & equity comp: ISO, NSO, RSU, ESPP, etc.
401k rollover
$250 / one hour
Sara Zuckerman, MBA, CFP®
Financial Planner
4.89 (160) 478
- Over 20 years in financial services, past 10 as an advisor
- Former financial advisor at Vanguard & Fidelity
- Passionate about helping navigate financial life transitions
401k rollover
$350 / one hour
Nick Kyburz
Financial Planner
5.00 (79) 165 Most Reviewed!
- Know exactly when work becomes optional
- Personalized advice with clear, actionable next steps
- Turn your equity compensation into long-term wealth
401k rollover
$175 / one hour
Lillian Turner, CFP®, RLP®, CSLP®
Financial Planner
5.00 (76) 213 Frequently Rebooked!
- Helping you build wealth while living a life you love
- Compassionate and shame-free advice
- Cashflow queen & budgeting expert! 👑
401k rollover
$250 / one hour
Heather Comella, CFP®
Financial Planner
5.00 (34) 117
- I love tax planning ❤️
- Equity comp expert & former tech startup employee
- 15+ years experience
401k rollover
$375 / one hour
Chris Reddick, CFP®, PhD, EA
Financial Planner
4.91 (258) 743
- Comprehensive retirement and investment guidance
- Tax preparation and strategic tax planning expertise
- Specialized in serving educators and public servants
401k rollover
$250 / one hour
Nick Booth, CFP®
Financial Planner
4.97 (97) 298
- Helping you Retire and achieve Financial Independence
- Focus on strategies to reduce your lifetime tax bill
- Ongoing access to RightCapital financial planning software
401k rollover
$375 / one hour
David Barta, CFA, CFP®
Financial Planner
5.00 (52) 106 Most Reviewed!
- 13+ Yrs Experience | UCLA MBA | Ex-Vanguard
- Tax-Efficient Retirement, Cash Flow, & Private Investments
- Specialist in Equity Comp (ISOs/RSUs) & Expat Finances
401k rollover
$350 / one hour
Mark Reyes, CFP®
Financial Planner
4.96 (78) 197
- 13 years of experience
- Passionate about financial wellness and literacy
- Enjoys helping millennials & Gen Z adults with their money
401k rollover
$250 / one hour
James Mwombela, CFP®, CSLP®
Financial Planner
4.98 (87) 205 Frequently Rebooked!
- 10+ years experience
- I have helped over 400 clients with student loan strategies
- I like to keep things as simple and low stress as possible
401k rollover
$200 / one hour
Sara Young, CFP®
Financial Planner
4.99 (114) 219 Most Reviewed!
- Retirement, Tax planning, and Tax prep experience
- Jargon-free financial guidance; Actionable follow-up
- Worked & Trained at $2B Independent Fee-only Firm
401k rollover
$350 / one hour
Kelly Palmer, CFA, CFP®
Financial Planner
4.99 (116) 357
- 14 years of experience giving clear, approachable guidance
- Feel calmer and more confident 🙌🏻 in your money decisions
- Maternity leave begins October 2026 🤰🏼
401k rollover
$350 / one hour
Michelle Onaka
Financial Planner
4.99 (217) 507
- Shame-free education & advice to help you feel confident
- Helping you reach your goals while making money talk FUN
- Former educator supporting first-gen college students
401k rollover
$225 / one hour
Adam Coleman, CRPC®, AFC®
Financial Planner
5.00 (334) 1001 Frequently Rebooked!
- 17 years experience
- Enjoys helping millennials & Gen X through major life events
- Ongoing access to RightCapital Financial Planning Software
401k rollover
$400 / one hour
Madison Sharick, CFA, CFP®
Financial Planner
4.99 (165) 414
- 13 years of experience
- I help families level up financially
- Reached Coast FI/RE before motherhood
401k rollover
$400 / one hour
Vinee Mehta, CFP®, AIF®
Financial Planner
4.99 (235) 562 Frequently Rebooked!
- 20+ years experience
- Former Vice President at Fidelity Investments
- Personalized, detailed, unbiased guidance and advice
401k rollover
$225 / one hour
Diana Louie
Financial Planner
5.00 (127) 245 Frequently Rebooked!
- Achieved FIRE fr. Google/Apple with strategies to share
- Love:Tax Saving, RSU, 401K, 529, (Mega) Backdoor Roth
- Mom of 3 with tips to help set kids up for financial success
401k rollover
$400 / one hour
The endorsements displayed on this Website have been provided by clients who have completed an engagement with an Advisor. No compensation was paid for any endorsement and the endorsements may not necessarily be representative of all Nectarine experiences.