Tell Us Your Financial Goals
Compare Advisors
Select the Advisor That is Right For You
Compare 3 financial advisors near you matched to your specific needs
Personalized Advice For Portfolio Size of 100k And Above
FINRA/SEC Registered AdvisorsYour Information is Safe and Secure
Compare 3 financial advisors near you matched to your specific needsFINRA/SEC Registered Advisors
Personalized Advice For Portfolio Size of 100k And Above
Tell Us Your Financial Goals
Compare Advisors
Select the Advisor That is Right For You
Your Information is Safe and Secure
Best Fee-Only Financial Advisors Near You
Fee-only financial advisors are advisors that charge a fee solely
for the services they provide and do not earn commission by
selling any financial products. A fee-only financial advisor may
be the right choice for your financial needs if you’re looking
for an advisor who is transparent in the services they offer, has
no conflict of interest with the financial advice they provide,
and no hidden charges in their fee structure. Additionally, most
fee-only advisors are also fiduciaries, which indicates that they
are legally required to act in your best interests.
WiserAdvisor has shortlisted a list of vetted fee-only financial advisors that may be suited to meet your unique financial requirements. You may find more information on our fee-only financial advisors below, including information on their qualifications, years of experience, and the financial services they offer to help you assess if they are the best financial advisor for your financial needs.
NOTE: The list of financial advisors mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you.
List of Qualified Fee-Only Financial Advisors
VETTED
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| N/A | Not Specified | $100,000 | Fee-Only | |
| N/A | $100,000,000 | $500,000 | Fee-Only | |
| N/A | $210,000,000 | $100,000 | Fee-Only | |
| N/A | $650,000,000 | Not Specified | Fee-Only | |
| N/A | $270,770,414,647 | Not Specified | Fee-Only | |
Edelman Financial Engines, LLC18881 West Dodge RoadOmaha, NE 68022 1960 Satellite BoulevardDuluth, GA 30097 200 Galleria Drive SEAtlanta, GA 30339 | N/A | $270,770,414,647 | Not Specified | Fee-Only |
| N/A | $205,600,000,000 | Not Specified | Fee-Only | |
| N/A | $0 | $250,000 | Fee-Only |
Financial Advisor
ExperienceN/A
AUMNot Specified
Minimum Assets$100,000
Fee StructureFee-Only
Financial Advisor
ExperienceN/A
AUM$100,000,000
Minimum Assets$500,000
Fee StructureFee-Only
Financial Advisor
ExperienceN/A
AUM$210,000,000
Minimum Assets$100,000
Fee StructureFee-Only
Financial Advisor
ExperienceN/A
AUM$650,000,000
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
ExperienceN/A
AUM$270,770,414,647
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Edelman Financial Engines, LLC
18881 West Dodge RoadOmaha, NE 68022
1960 Satellite BoulevardDuluth, GA 30097
200 Galleria Drive SEAtlanta, GA 30339
ExperienceN/A
AUM$270,770,414,647
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
ExperienceN/A
AUM$205,600,000,000
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
ExperienceN/A
AUM$0
Minimum Assets$250,000
Fee StructureFee-Only
Are you a Financial Advisor?
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
VETTED
Daniel R. Hill
About Edelman Financial Engines, LLC - tariktest
In any successful relationship, TRUST is essential. When looking for a financial advisor, you deserve
to know how we operate so you can make an informed decision about working with us. Our Firm knows
and understands the serious consequences that can happen when people receive biased advice. For this
reason, Hill Wealth Strategies, was founded, to legally and ethically act in a fiduciary
capacity providing unbiased advice.
Qualifications
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
10800 Midlothian Turnpike,Suite 154,Richmond,VA 23235
Phone Number
757-603-0323
VETTED
Mark Starosciak
About Edelman Financial Engines, LLC - tariktest
Like many start-up businesses, Infinium Investment Advisors was born out of two driving forces:
to build a better mouse trap to deliver personal financial services, and to fix the problems
prevalent in the industry today.
In 2008, founder Mark Starosciak had spent a decade with Merrill Lynch as a financial advisor to dozens of families. A little thing called the Great Recession came along and brought down Wall Street giants such as Bear Sterns, Lehmann Brothers, and Merrill Lynch (until Bank of America saved them).
Although the large Wall Street firms had years of history and success behind them, their purpose had slowly been lost to the endless pursuit of fees and bottom-line financial results. The legacy of "Firm first, client second," that got those stalwarts into trouble still exists. The recent examples of Wells Fargo, Morgan Stanley, and others remind us that there is plenty of room for objective and unbiased financial advice in a sea of just the opposite.
We invite you to learn more about us and our mission to deliver valuable, low-cost financial advice to Technology investors, executives & entrepreneurs.
In 2008, founder Mark Starosciak had spent a decade with Merrill Lynch as a financial advisor to dozens of families. A little thing called the Great Recession came along and brought down Wall Street giants such as Bear Sterns, Lehmann Brothers, and Merrill Lynch (until Bank of America saved them).
Although the large Wall Street firms had years of history and success behind them, their purpose had slowly been lost to the endless pursuit of fees and bottom-line financial results. The legacy of "Firm first, client second," that got those stalwarts into trouble still exists. The recent examples of Wells Fargo, Morgan Stanley, and others remind us that there is plenty of room for objective and unbiased financial advice in a sea of just the opposite.
We invite you to learn more about us and our mission to deliver valuable, low-cost financial advice to Technology investors, executives & entrepreneurs.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Qualifications
Compensation/Fee
Fee-Only, Hourly, Based on Assets
Office Location
50 South Steele Street,#830,Denver,CO 80209
Phone Number
720-253-1818
VETTED
Gregory Jennings
About Edelman Financial Engines, LLC - tariktest
OMC Financial Services is an independent Registered Investment Advisory firm. We provide
objective and unbiased fee-only investment management, estate planning, retirement
planning/counseling, and advisory services to individuals, families, professionals, small
business owners, and trusts. For 40 years, we have been establishing long-term partnerships with
our clients while taking an active role in their financial well-being as we work together toward
achieving what is important to them.
Every day we strive to deliver our guidance and professional management with exceptional client service. We truly believe that "client service isn't everything, it's the only thing," and our commitment to that is evident in all that we do.
Every day we strive to deliver our guidance and professional management with exceptional client service. We truly believe that "client service isn't everything, it's the only thing," and our commitment to that is evident in all that we do.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
5789 Widewaters Parkway,Dewitt,NY 13214
Phone Number
315-446-8720
VETTED
Dash Investments
About Dash Investments
Ranked "TOP ADVISOR 2024" by Forbes, Newsweek, USA Today, and Rated 5 Stars on Google Reviews. For 20+ years, we have provided expert Financial Planning, Portfolio Management, Tax, and Estate Planning services. Dash is a fee-only Independent Fiduciary Investment firm. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success.
Google Reviews
Read articles by Jonathan Dash
Google Reviews
Read articles by Jonathan Dash
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
21600 Oxnard Street Ste 1755,Woodland Hills,CA 91367
Phone Number
469-915-4786
VETTED
Kay Russell
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.
1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
1111 West 6th Street, Building B,Suite 310,Austin,TX 78703
Phone Number
877-208-7414
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.
1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Locations
VETTED
Eric Pailing
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.
1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
45 River Park Place West,Suite 103,Fresno,CA 93730
Phone Number
877-208-7414
VETTED
Michael Finer
About Edelman Financial Engines, LLC - tariktest
Finer Wealth Managements' investment philosophy is one of balance. We believe that the use of asset allocation strategies is the wisest approach to conserve assets and maximize growth. Our business is the careful crafting of customized diversified investment plans. We design each plan to achieve an appropriate balance considering the individual risk tolerance, liquidity needs and short- and long-term goals of our clients. Finer Wealth Management, Inc. provides fee-based portfolio management services. As a fee-based advisor, we derive our income from one advisory fee- a sliding scale percentage ? based on the size of your managed account. Our one-on-one approach to client relations means that our professional staff will take the worry out of managing your assets.
Qualifications
Compensation/Fee
Fee-Only
Office Location
530 Loring Avenue, Suite 302,Salem,MA 01970
Phone Number
978-740-1011
WiserAdvisor Reviews
Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
Frequently Asked Questions
What is a fee-only financial advisor?
How much does a fee-only financial advisor cost?
Are fee-only financial advisors worth it?
How to find a fee-only financial advisor?
Do big investment firms have fee-only financial advisors?
Does a fee-only financial advisor use an Assets Under Management (AUM) fee-structure?
