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Fiduciary Flat-Fee Financial Advisors
Specializing in Real Estate
Showing 10 matching advisors.
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
Real estate
$275 / 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.
Real estate
$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.
Real estate
$300 / 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
Real estate
$250 / 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
Real estate
$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
Real estate
$250 / 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
Real estate
$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
Real estate
$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
Real estate
$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
Real estate
$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.