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Flat fee financial planning

Three vetted ways to get planning help — without paying a percentage of your net worth for it.

No AUM fees Fee-only or flat-fee Vetted by BiggerPocketsMoney
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Domain Money

Partner

Ongoing, flat-fee CFP® planning — investments, tax, and equity comp, all covered.

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Equity FTW
Partner

Specialists in RSUs, ISOs, and startup equity — for the complicated part of your comp.

Get equity clarity

Nectarine

New

One paid session with a fee-only advisor — no ongoing commitment.

Find your advisor

Domain Money: BiggerPocketsMoney acts as a promoter for Domain Money Advisors, LLC and receives a flat fee per enrollment. Scott Trench is also a current client of Domain Money and has received non-cash compensation related to this promotion — a financial incentive to recommend their services.

Equity FTW & Nectarine: BiggerPocketsMoney may receive compensation if you engage these partners’ services through the links above, which creates a financial incentive to promote them. [Placeholder — confirm exact compensation terms with Blake before publishing.]

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