The Smarter Way to Wealth: Flat-Fee Fiduciary Financial Advice
A flat-fee fiduciary advisor offers a smarter, more transparent approach. Instead of charging based on your assets, we charge a simple, predictable fee—ensuring unbiased advice that’s in YOUR best interest, not ours.
What is a
Fiduciary Flat Fee Advisor?
“Our Flat Fee Advisor solution is one of the most frequently asked-about services during our discovery calls. To address the most common questions and provide clarity, we’ve created a detailed video walkthrough. If you’ve been curious about how it works, this is the perfect place to start.”
Why AUM-Based Advisors Might Be Costing You More Than You Think
- Higher Costs Over Time – A $1M portfolio at 1% AUM fees costs $10,000/year. If your assets grow, so do your fees—without necessarily getting more value.
- Limited Financial Freedom – Advisors who earn based on your assets might discourage debt reduction, real estate investments, large purchases, or charitable giving—because they want to keep your money under their management.
- Biased Investment Advice – Your advisor might push investment products that benefit their bottom line, rather than what’s best for your financial goals.
- Hidden & Unclear Fees – Many AUM-based advisors deduct fees directly from your portfolio, making it hard to see what you’re really paying.
💡 Think you're overpaying for advice? Find out now.
Say Goodbye to High Fees & Conflicts of Interest
- Most financial advisors charge 1%-2% of your portfolio every year
- The more you have, the more you pay
- But does that mean you’re getting better advice?
Not necessarily.
Why Flat-Fee Fiduciary Advice is the Better Option
Fixed, Transparent Pricing
Know exactly what you’re paying, no matter how much wealth you have.
Conflict-Free Advice
We don't make money from managing assets, so we focus on what’s truly best for you.
Comprehensive Planning
From tax strategies to retirement, estate planning, and business growth, we cover it all.
More Investment Options
No pressure to keep assets in one place. We help you explore real estate, business investments, annuities, and more.
Big Savings Over Time
Instead of paying a growing percentage of your wealth, our flat fee stays the same—keeping more money in YOUR pocket.
Who Benefits the Most?
- 🔹 High-net-worth individuals seeking cost-effective, transparent advice.
- 🔹 Retirees who need long-term planning without rising fees.
- 🔹 DIY investors who want strategic guidance but prefer to manage their own assets.
- 🔹 Business owners & entrepreneurswho have wealth tied up in multiple ventures beyond traditional investment portfolios.
- 🔹 People who are working and a lot of the money is in a employer type plan like a 401k or TSP
- 🔹People who don't have say $500,000 to invest in accounts under a AUM model
Is flat fee financial planning right for you?
The following are common services included:
Comprehensive Financial Planning
- Personalized Financial Plan – A clear roadmap to achieving your goals.
- Retirement Planning – Maximize savings, optimize Social Security, and create a withdrawal strategy.
- Tax Strategies – Reduce tax liabilities through strategic investments and Roth conversions.
- Estate Planning – Guidance on trusts, wills, and legacy planning.
- Investment & Portfolio Advice – Smart asset allocation for growth and security.
- Debt & Cash Flow Management – Strategies to reduce debt and optimize cash flow.
- Real Estate & Business Planning – Expert advice for property investors and entrepreneurs.
- Insurance & Risk Management – Protect your assets and family with the right coverage.
- College & Education Planning – 529 plans, financial aid strategies, and education savings
plans.
Ongoing Support & Advice
Book a Free Consultation
Let’s assess your financial situation. Sign up now and secure your spot before seats fill up.
Learn Powerful Financial & Tax Strategies
Join us in person to gain expert insights on building wealth, saving on taxes, and securing your future.
Apply What You’ve Learned & Take Control
Leave the event with a clear action plan to start building long-term financial security and peace of mind.
Make the Switch & Take Control of Your Wealth
If you want transparent, cost-effective, and unbiased financial advice, it’s time to work with a flat-fee fiduciary advisor.
No hidden fees
No conflicts of interest
No pressure to keep assets under one roof
Your wealth should work for YOU—not your advisor.
📞 Schedule a Free Consultation Today & Start Maximizing Your Financial Future!
Your financial freedom starts here. Let’s make it happen—together!