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Fiduciary Flat-Fee Financial Advisors
Specializing in Charitable Giving
Showing 12 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
Charitable giving
$350 / 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
Charitable giving
$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
Charitable giving
$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
Charitable giving
$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
Charitable giving
$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! 👑
Charitable giving
$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
Charitable giving
$375 / 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
Charitable giving
$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 🤰🏼
Charitable giving
$350 / 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
Charitable giving
$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
Charitable giving
$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
Charitable giving
$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.