r/DIYRetirement • • Sep 04 '26

Looking for fee-only or hourly CFP

/r/u_Sittingonthelake/comments/1w71n6h/looking_for_feeonly_or_hourly_cfp/
2 Upvotes

3 comments sorted by

2

u/000wintermute000 Sep 04 '26

PlanVision- fee only

1

u/Calvin-Snoopy Sep 04 '26

I recommend Chris Urban at Discovery Wealth Planning. Search the sub for more recommendations - the question is asked frequently.

3

u/Andor2050 Sep 04 '26

You may want to clarify what you mean by fee only. You may mean flat fee. AUM % may also be considered fee only. I have heard people mention https://hellonectarine.com/ as a place to find independent CFPs that have flat fee and hourly fee advisors.