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

Financial Advisor Experience AUM Minimum Assets Fee Structure
Matthew Goff
11 Greenway Plaza, Suite 1425,
Houston, TX 77046
25 Years $457,552,800 $500,000 Fee-Only
Gary Vassalotti
1409 3rd Ave,
Suite 5,
Duncansville, PA 16635
36 Years $10,127,000 $50,000 Fee-Only
Michael Lynch
1700 Eureka Road, Suite 155,
Roseville, CA 92805
19 Years $50,000,000 $0 Fee-Only
Adam Wiles
420 E Park Ave,
Suite 303,
Greenville, SC 29601
15 Years $295,000,000 $250,000 Fee-Only
Dave Wilder
Certified Trust and Financial Advisor (CTFA), CFP®, Accredited Investment Fiduciary® (AIF)
4665 Cornell Rd,
Suite 160,
Cincinnati, OH 45241
30 Years $0 $5,000 Fee-Only
Gregory Jennings
5789 Widewaters Parkway,
Dewitt, NY 13214
32 Years $210,000,000 $100,000 Fee-Only
Nilos T. Sakellariou
61 Cornhill Street,
Annapolis, MD 21401
29 Years $150,000,000 $500,000 Fee-Only
Sam Evans
6340 Sugarloaf Parkway,
Suite 200,
Duluth, GA 30097
10 Years Not Specified $1,000,000 Fee-Only
John Kvale
8222 Douglas Avenue,
Suite 590,
Dallas, TX 75225
29 Years $100,000,000 $1,000,000 Fee-Only
W. Steve Marbert
205 Hudson Trace,
Augusta, GA 30907
28 Years $0 $100,000 Fee-Only

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    Information on Qualified Fee-Only Financial Advisors

    Qualifications CRD# 2390431
    Firm CRD# 114796

    Compensation/Fee Fee-Only, Flat Fee, Based on Assets

    Office Location 11 Greenway Plaza, Suite 1425,
    Phone Number 713-850-8900

    Matthew Goff is the founder and Chief Investment Officer of the Goff Financial Group, an SEC registered investment advisory company which manages over $380 million in private accounts. After graduating from the University of Texas in Austin with a major in finance, Matt began his career in financial services working on fixed income portfolios at Lehman Brothers in 1993. His company manages portfolios for individuals, couples, trusts, retirement plans and corporations. For four consecutive years Mr. Goff has been included in the Five Star Award Professionals list as featured in Texas Monthly Magazine. He has also been rated as a Five Star advisor by the Paladin Registry since 2006. Matt is also an active member of the National Association of Personal Financial Advisors (NAPFA), the country's leading professional association of fee-only financial advisors.

    About The Goff Financial Group

    The Goff Financial Group

    Your financial goals are our highest priority. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first. Unlike many other firms, all of our services are provided on a fee-only basis, we have a FIDUCIARY DUTY to put your interests first, and you always have direct access to the investment manager for your accounts as opposed to a sales agent. In addition, we have the knowledge, experience, and integrity to help you achieve what is most important to you, including financial independence, a secure and comfortable retirement, a college education for your children, travel, and a second home.

    Advisory Services Provided:

    Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals

    Qualifications CRD# 2563777
    Firm CRD# 119009
    Series 65

    Compensation/Fee Fee-Only, Hourly, Based on Assets

    Office Location 1409 3rd Ave,
    Suite 5,
    Phone Number 814-693-5093

    I began my career as an Equity Analyst and Portfolio Manager for First American Bank, NA in Washington, DC. At first American, I covered many different sectors and countries. First Union National Bank subsequently acquired first American, where I continued as an equity analyst until joining a small independent investment counselor, Montag Management. After working for two years at Montag Management, setting up investment systems and procedures, I left and started VIMCOR in 1998. Wall street style research reports where generated and published by Investrends, Inc.

    About Vimcor


    VIMCOR is a registered investment advisor in the state of Pennsylvania. We offer discretionary and advisory only Investment Management and personal tax preparation. Investment accounts can be set up as IRA, Simple IRA retirement plants, 401k and Keogh plans, usually without a setup charge. All investment ideas are internally researched and must pass certain financial screens and parameters. Those that pass are then put into respective client portfolios based upon that clients needs and risk attributes.

    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, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services

    Qualifications CRD# 5062414
    Firm CRD# 137094
    Series 65

    Compensation/Fee Fee-Only, Flat Fee

    Office Location 1700 Eureka Road, Suite 155,
    Phone Number 916-772-3103

    Let me introduce myself. I am Mike Lynch, the founder of Lynch Financial Advisors. I started advising clients in 2000 back in New Jersey after my wife's and my financial advisor urged me to work with him. When we moved back to California in 2002, I started my own practice. What is important to me? Like most people, my wife, kids, my family, friends, and my dog. When I set my goals, these are the things that are uppermost in my mind. And without doing my own planning, I cannot reach the goals that give my life balance and happiness. Like many, I put in fair portion of hours at work. Fortunately for me I LOVE going in and helping my clients meet their goals and put together solutions that makes their lives better. As you can see through our website, this practice is centered around knowing what is important to YOU. It is NOT some marketing line by some national firm. We truly love what we do and are passionate about our clients.

    About Lynch Financial Advisors

    Lynch Financial Advisors

    Lynch Financial Advisors is a Fee-Only (no commissions and no sales of ANY sort) Wealth and Tax Advisory firm. If your looking for advisors that look at your full financial picture in order to construct the best road to financial independence, we should talk.

    Advisory Services Provided:

    Tax Advice and Services

    Qualifications CRD# 4798512
    Firm CRD# 145499

    Compensation/Fee Fee-Only, Flat Fee, Based on Assets

    Office Location 420 E Park Ave,
    Suite 303,
    Phone Number 864-272-0818

    Adam is a native of Iva, SC and graduated Cum Laude from Wofford College with a BA in Finance. While at Wofford, he participated on the football team as both a back-up and starting quarterback. He has ten years of experience as a trader in the Commodity Lumber industry. He worked for two years at Merrill Lynch before joining Global View in 2005. Adam is focused on investment strategy, retirement planning, risk management, and new client identification. He has extensive experience and training in identifying clients needs and explaining solutions. Adam and his wife Laurie live in Greenville's North Main area and have two children, boy-girl twins, Ellis and Calla.

    About Global View, LLC

    Global View, LLC

    Global View is an independent, fee-ONLY Registered Investment Advisory firm headquartered in Greenville, SC. Our team of fiduciaries - consisting of five Advisors and support staff - work together to satisfy the needs of our clients. All of our partners are CERTIFIED FINANCIAL PLANNER Practioners. Your advisor will incorporate an understanding of income taxation and estate planning issues into investment management, and will work closely with accountants and attorneys to satisfy your needs.
    Because we are not affiliated with a major investment bank, we do not sell proprietary products. Our business as a fiduciary Registered Investment Advisory firm means that we only accept payment from our clients, and that our clients will never pay commissions, penalties, or any other unexpected fees. We believe this better aligns our interests with those of our clients', with the end goal of always helping the client attain their goal.
    Our practice is based on the fundamental principal that human beings often make errors in decision making that are avoidable. Behavioral research and market performance history clearly illustrate that individual investors suffer largely because they do not make choices based on a rational framework. We feel it is our responsibility to provide that framework to our clients and implement it for them based on their unique needs and circumstances including income goals, investment time horizon, survivorship needs, and estate and legacy planning.

    Qualifications CRD# 2063597
    Firm CRD# 174434
    Series 65 (Not needed as an RIA)

    Compensation/Fee Fee-Only, Flat Fee, Based on Assets

    Office Location 4665 Cornell Rd,
    Suite 160,
    Phone Number 513-984-6696

    As Chief Investment Officer, Dave chairs Total Wealth Planning's Investment Policy Committee and leads and manages the investment management team. He is primarily responsible for investment research, preparing and communicating Total Wealth Planning's economic and investment outlook. As Principal, Dave is responsible for investment advice, with extensive client contact and client-relationship management. He has a Master's in Tax Law (MST) from Villanova University and is a CFP®, a Certified Trust and Financial Advisor (CTFA), and a Certified Exit Planning Advisor (CEPA). Dave's background and experience includes: - 25+ years professional investment management and financial planning experience, including 12 years with The Vanguard Group as a senior investment advisor within the managed account service. - Professional Memberships in the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association, Cincinnati Estate Planning Council, and the American Bankers Association. - Serves on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired
    - Five-Star Advisor through Paladin Registry
    - 2008 Reuters Top Advisor
    - Bloomberg Business Week magazine, a 2011 Top 50 Most Experienced Advisors in the United States. Villanova University Bachelor of Science, Accounting Dave enjoys time with his family of three children. He coaches softball/baseball and spends time outdoors skiing, scuba diving, hiking and running.

    About Total Wealth Planning LLC.

    Total Wealth Planning LLC.

    For over 30 years, our mission has been to place our clients' interests first, to provide comprehensive financial planning and investment management, and to be a premier provider of innovative and timely strategies that ensure every client meets their established lifetime objectives.

    Advisory Services Provided:

    Financial Advice & Consulting

    Qualifications CRD# 2169365
    Firm CRD# 110528
    Series 66

    Compensation/Fee Fee-Only, Based on Assets

    Office Location 5789 Widewaters Parkway,
    Phone Number 315-446-8720

    Gregory W. Jennings has been associated with OMC Financial Services, Ltd., an independent, fee-only Registered Investment Advisory (RIA) firm, since 1994. He specializes in investment management, estate planning, and retirement planning/ counseling for individuals, families, small business owners and trusts. Greg actively manages his clients' portfolios and is responsible for research, asset selection, purchases and sales, monitoring and evaluation. He meets with each client personally, conducts regular reviews and strives to form long-lasting relationships. He is also actively involved in many of the day-to-day operations of OMC including marketing, business development, determining the firm's corporate strategy and developing/ adjusting the firm's management style and investment philosophy. Greg has been a guest on WCNY's Financial Fitness, WSTM's Noon Financial 411 and News 10 Now discussing retirement planning, investments and other financial topics. He has conducted seminars for current and displaced employees of several local companies and has also addressed schools, churches, and civic groups on various investment and retirement planning topics. He has written several articles for publication in the Central New York Business Journal and has also been published in the Eagle Newspapers.

    About OMC Financial Services, Ltd.

    OMC Financial Services, Ltd.

    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.

    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 CRD# 2108146
    Firm CRD# 124504
    Series 7, 10, 31, 63, 65, 66

    Compensation/Fee Fee-Only

    Office Location 61 Cornhill Street,
    Phone Number 410-263-1313

    please email me for a current biography. Or visit my firm's website for additional information www.NTSBEARING.com

    About NTS Bearing-Total Wealth Management.

    NTS Bearing-Total Wealth Management.

    NTS Bearing is a registered branch of Arete Wealth Management LLC., member FINRA, SIPC & NFA. NTS Bearing offers the professional experience and investment knowledge of Mr. Nilos T. Sakellariou, CFM, who for over 27 years has helped high net-worth individuals and prominent families achieve their financial goals, grow & preserve their wealth and build lasting legacies for their future generations and loved ones. Using a private family office model, Mr. Sakellariou manages his firm within the parameters of his core principles: trust, knowledge, integrity, discretion and an unwavering focus on overall investment results. The firm's emphasis on the private family office model ensures a level of service which distinguishes and sets NTS Bearing apart from the standard cookie-cutter mentality prevalent at the big-name investment houses. The firm is uniquely positioned to offer customized investment strategies tailored to each client's unique circumstance. Mr. Sakellariou's proprietary CORE Equity Strategies and Defensive Capital Appreciation Methodology provide unique opportunities for those clients who desire more breadth from their investment portfolios. I sincerely invite you to contact us to fully appreciate how my firm can enhance your family's financial future.

    Advisory Services Provided:

    Portfolio Management, Risk Management

    Qualifications CRD# 5715560
    Firm CRD# 151640

    Compensation/Fee Fee-Only, Flat Fee, Based on Assets

    Office Location 6340 Sugarloaf Parkway,
    Suite 200,
    Phone Number 770-828-8303

    After experiences with several different advisors for his own finances, Sam Evans noticed the need for a different type of approach - one that allows advisors to serve clients rather than corporate interests. In response to this, Sam established Evans Wealth Management, a fee-only financial advisory firm that does something simple yet astonishingly rare: treats people the way he wanted to be treated. This involves listening, staying attuned to the needs and objectives of clients, and being proactive to ensure meeting them in time. By definition, this helps clients steer clear of the regret of succumbing to sales tactics used daily by other advisors to peddle unnecessary products. Instead, Sam spends the time to understand his clients, which enables personalized guidance to navigate the maze of financial options, without sacrificing freedom of choice or ambition. Sam knew he wouldn't be able to place a client's interests above the corporation's at a large firm. At Evans Wealth Management, he's found a way to deliver high-quality financial guidance with a personalized touch, while staying loyal to those he serves. Looking for an experienced, trustworthy financial advisor that works in your family's best interest, without exception? Get in touch with Evans Wealth Management today.

    About Evans Wealth Management

    Evans Wealth Management

    Driven solely by client goals, Evans Wealth Management keeps you on track toward your success? No hype, no sales pitches, no pressure. You may have a laundry list of questions about your money, and how to handle it moving forward. As an independent, relationship-driven, fee-only advisory firm, Evans Wealth Management knows that the answers to these questions don't lie in high-cost products with overly optimistic growth projections. Through objective financial guidance and proactive wealth management, we help you leverage your finances as the tool they're intended to be: for happiness, success, peace of mind, and a confident future. You Point, We'll Drive Your long-term success is the destination, your money the vehicle. At Evans Wealth Management, we approach our relationship differently. By understanding your story, aspirations, and preferences, we identify opportunities you may not see for yourself, agree on a way forward, and keep you on track, making changes when necessary along the way. Acting in your family's best interests, we empower you to pursue your short- and long-term financial goals on your own terms. We're not just another financial advisory firm. We're a new breed'one whose service will never leave you wondering if your account is a priority. No pressure, no obligation. Call us today at (770) 828-8303 for a free consultation, and experience the Evans difference for yourself.

    Advisory Services Provided:

    Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

    Qualifications CRD# 2047457
    Firm CRD# 114929

    Compensation/Fee Fee-Only

    Office Location 8222 Douglas Avenue,
    Suite 590,
    Phone Number 214-706-4300

    John A. Kvale CFA, CFP, is the founder of J.K. Financial, Inc. and with 29 years of industry experience is currently the president of J.K.Financial, a fee only total financial planning. J.K. Financial specializes in total concierge financial planning and wealth management. The company has a global presence, serving individual and institutional clients across the United States as well as multiple clients residing in foreign countries.

    About J.K. Financial, Inc.

    J.K. Financial, Inc.

    J.K. Financial, Inc. is a Fee Only, Financial Planning and Wealth Management firm that acts as a fiduciary for clients. The firm's founder, John A. Kvale is a CFA Charter holder, and CFP designee, with 18 years of experience. Incorporated in 1995, with the sole purpose of financial advisory services, J.K. Financial, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETFs, low cost mutual funds, and individual bonds for client portfolios, on a fully discretionary basis. J.K. Financial, Inc does not accept commissions, soft dollars, or order flow rebates. Members of the firm strictly adhere to the CFA Institute Code of Ethics. The firm currently accepts new clients, with investable assets of $1,000,000 or more.

    Advisory Services Provided:

    Retirement Planning, 401K Rollovers, Financial Planning for Individuals

    Qualifications CRD# 2590560
    Firm CRD# 126124

    Compensation/Fee Fee-Only

    Office Location 205 Hudson Trace,
    Phone Number 706-739-0725

    Steve is the President/Owner of Richard Young Associates. He grew up in Aiken, SC and graduated from Clemson University in 1986 with a BS in Chemical Engineering. After nine years working as a chemical engineer, mostly at the Savannah River Site, Steve joined Richard Young Associates in 1995 as a financial planner and advisor. In 1998 he completed his CFP® coursework through the College of Financial Planning and obtained his designation as a Certified Financial Planner. He is licensed in investment advice and insurance. Steve has served as the financial chairperson for Aiken Young Life for over 20 years, and is a Qualified Kingdom Advisor for planning and investments. He serves as the Treasurer and a Deacon at New Covenant Presbyterian Church. Steve and his wife, Kathy, have three children and reside in Aiken, SC.

    About Richard Young Associates, Ltd.

    Our mission is to help clients obtain financial security and peace of mind while adhering to our values of integrity, honesty and glorifying God. We strive to help you achieve your goals and objectives by employing the latest academic research in planning and money management. We pride ourselves in providing impeccable client service and excellent financial advice.

    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, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

    Frequently Asked Questions

    A fee-only financial advisor is an advisor that is compensated on the basis of the financial services they provide and does not earn commissions through any additional financial products they sell or trade. They differ from commission-only advisors whose income is earned solely on the accounts they open and/or the products they sell to their clients.

    A fee-only financial advisor can cost you a flat fee of $1,500 to $3,000 for services such as the creation of a financial plan, while hourly fees can range anywhere from $150 to $400/hour and $1000 to $7,500 annually. For a fee-only advisor that charges as per a percentage of your assets, this amount can range from 1%-2% annually. Note that these prices vary based on the professional expertise, experience and years of service the financial advisor holds.

    A fee-only financial advisor may be a suitable choice for you and worth hiring for your financial needs and goals if you're looking for an advisor who is transparent in their services, has no conflict of interest in the advice they offer to you, and has no hidden charges. Moreover, fee-only financial advisors are usually bound by a fiduciary duty, which means they are legally bound to put your interests before their own in the advice and services they offer.

    To hire a suitable fee-only financial advisor, you may consider asking your friends or family for a few recommendations. You may also consider using search engines such as Google, Yahoo and Bing to look up 'fee-only financial advisors' near you. However, if you're looking for a match service that can help connect you with the most suitable and vetted financial advisor for your unique financial situation and future financial goals, consider using the services of a free match service provided by WiserAdvisor. Answer a few simple questions and get matched to upto 3 qualified financial advisors suited to your needs.

    You may also use WiserAdvisor's Financial Advisor Directory to research and find a suitable fit for your specific needs. The directory also provides pertinent information on the advisor's experience, qualifications, financial services, and more, to help you assess if they are a good fit for you.

    Although not as common as fee-based agreements, some larger investment firms do have advisors who offer fee-only arrangements based on the services provided. Because larger firms are often more directly tied to their broker/dealer, they are more frequently classified as fee-based. If you are considering going with a larger firm but you are concerned whether the advisors are fee-only or not, it is best to ask them directly or check the information available on their website before engaging in business with them.

    A fee-only financial advisor may use several different fee structures to charge for their services. Some of the commonly used fee structures include a flat-fee model, an hourly fee model, as well as the Assets Under Management (AUM) fee method.

    Under an AUM model, the fee-only advisor charges a percentage of the total assets they manage on behalf of their client. This percentage typically ranges from 1-2%. For example, if the client's AUM is worth $500,000, the advisor fees for their services can range from $5000 to $10,000.