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Fiduciary Flat-Fee Financial Advisors
Specializing in Fi/re
Showing 16 matching advisors.
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
FI/RE
$350 / 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) 🦮
FI/RE
$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.
FI/RE
$250 / one hour
Derek Merkler, CFP®
Financial Planner
4.95 (187) 617
- Spent 8 years as a US Army Aviator.
- Loves helping people FIRE!
- Additional focus on tax planning.
FI/RE
$300 / 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
FI/RE
$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! 👑
FI/RE
$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
FI/RE
$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
FI/RE
$350 / 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
FI/RE
$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
FI/RE
$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 🤰🏼
FI/RE
$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
FI/RE
$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
FI/RE
$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
FI/RE
$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
FI/RE
$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
FI/RE
$400 / one hour
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