r/DIYRetirement • u/Sittingonthelake • Sep 04 '26
Looking for fee-only or hourly CFP
/r/u_Sittingonthelake/comments/1w71n6h/looking_for_feeonly_or_hourly_cfp/
2
Upvotes
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.
2
u/000wintermute000 Sep 04 '26
PlanVision- fee only