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Fiduciary Flat-Fee Financial Advisors
Specializing in Estate Planning
Showing 13 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
Estate planning
$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
Estate planning
$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
Estate planning
$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
Estate planning
$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
Estate planning
$350 / 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
Estate planning
$275 / one hour
Phil Francois, CFP®
Financial Planner
4.99 (91) 258
- 10 years of experience
- Can help simplify your investment portfolio with index funds
- Advice to help you take action TODAY!
Estate planning
$200 / 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
Estate planning
$375 / 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
Estate planning
$375 / 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
Estate planning
$200 / 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 🤰🏼
Estate planning
$350 / 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
Estate planning
$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
Estate planning
$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.