Personalized Advice For Portfolio Size of 100k And Above
FINRA/SEC Registered AdvisorsPersonalized Advice For Portfolio Size of 100k And Above
Best Fee-Only Financial Advisors Near You
A fee-only financial advisor is compensated solely by the fees paid by their clients for financial planning, investment management, or advisory services. Unlike advisors who may earn commissions from selling financial products, fee-only advisors typically do not receive compensation from third-party providers. This compensation model is often preferred by investors who want advice structured to minimize potential conflicts of interest.
Many investors seek fee-only advisors because their compensation is generally tied directly to the services they provide rather than to product recommendations. This structure can support a more transparent advisory relationship focused on long-term financial planning, portfolio management, retirement planning, and wealth management strategies.
However, it is important to understand that not all advisors operate under the same compensation structure. Some advisors follow a fee-based model, where they may charge advisory fees but can also earn commissions from certain financial products.
NOTE: The list below does not include all the vetted fee-only financial advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free advisor match service to compare all financial advisors near you.
List of Qualified Fee-Only Financial Advisors
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| N/A | $100,000,000 | $500,000 | Fee-Only | |
| N/A | $210,000,000 | $100,000 | 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 |
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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.
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.
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.
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.
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Frequently Asked Questions
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