• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

RobBerger.com

Digital Marketing for the Professional Blogger

  • Join the Newsletter
  • Morningstar User’s Guide
  • Empower Review and User’s Guide
  • 12 Personal Finance, Investing and Retirement Tools
You are here: Home / Investing / A List of Low Cost Financial Advisors (Say NO to 1% Advisors)

A List of Low Cost Financial Advisors (Say NO to 1% Advisors)

March 29, 2022 by Rob Berger

Some of the links in this article may be affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase or open an account. I only recommend products or services that I (1) believe in and (2) would recommend to my mom. Advertisers have had no control, influence, or input on this article, and they never will.

Investment advisors charging one percent of the investments they manage for you is the industry norm. Many charge more than that.

Not sure how fees may affect your wealth over time, then check out this report.

In an effort keep more of your money in your pocket, I've created this list of low cost financial advisors. It includes both flat-fee advisors as well as those who charge 50 basis points (1/2%) or less.

Please understand that I am not recommending these advisors. You'll need to do your own due diligence to determine whether they are a good fit for your financial needs and goals.

Mark Zoril

Mark Zoril

Fees: $239 the first year, then $8/month
Services: Financial planning, investment management
Website: https://planvisionmn.com/


Rick Ferri

Rick Ferri

Fees: $450/hour
Services: Hourly advice for DIY investors
Website: https://rickferri.com/


Jack Zarinsky

Jack Zarinsky

Fees: Charges a one upfront flat fee and annual flat fee (details here)
Services: Financial planning, investment management and tax preparation
Website: https://mysafebridge.com/


Asset Builder

Fees: 0.35% (on average)
Services: Investment management using DFA funds
Website: https://assetbuilder.com/


Vanguard Advisor Services

Website
Fee: 0.30% ($50,000 minumum)
Services: Financial planning, investment management

Andrew Dressel, CFP®, APMA®, CRPC®

Abundo Wealth
Fee: $375-$450 start-up fee, then $89-$139/month
Services: Financial planning

Michael T. Powers, CPA, PFS, CFP®

Manuka Financial
Fee: $950 initial fee + an ongoing flat fee of $1,250 – $6,250 per quarter
Services: Retirement planning, investment management, tax preparation

Jon Luskin, CFP

Website
Fee: For a one-time financial review, you pay a one-time fee: $1,725. Additional in-depth work (many clients don’t need this) and returning clients are billed at $350 an hour.
Services: Hourly advice for DIY investors.

Lorne Abramson, CFA, CFP®, EA 

Website

Fee: Flat fee based on services provided
Services: Financial review, Comprehensive retirement plan, hourly consultation

Here's a list of flat-fee planners put together by Cody Garrett, CFP.

Here's a list of flat-fee and advisors put together by Sara Grillo.

If you know of other advisors who should make this list, please let me know.

Rob Berger
Website | + posts

Rob Berger is a former securities lawyer and founding editor of Forbes Money Advisor. He is the author of Retire Before Mom and Dad and the personality behind the Financial Freedom Show.

  • Rob Berger
    https://robberger.com/author/robberger/
    6 Best Tax Software Programs in 2023 (for 2022 Returns)
  • Rob Berger
    https://robberger.com/author/robberger/
    Personal Capital (Empower) vs Mint: My Ratings After Using Both for Years
  • Rob Berger
    https://robberger.com/author/robberger/
    Best Round-Up Apps for Saving and Investing in 2023
  • Rob Berger
    https://robberger.com/author/robberger/
    13 Best Investment Broker Bonus Offers of 2023

Filed Under: Investing

Primary Sidebar

Featured Bank Offers

Sallie Mae 14-Month No-Penalty CD offered by SaveBetter: 4.40% APY


Sallie Mae 27-Month CD offered by Save Better: 4.85% APY

My Book

 

 

Buy it on Amazon

Latest Articles

6 Best Tax Software Programs in 2023 (for 2022 Returns)

Personal Capital (Empower) vs Mint: My Ratings After Using Both for Years

Best Round-Up Apps for Saving and Investing in 2023

13 Best Investment Broker Bonus Offers of 2023

8 Best Mint Alternatives for 2023 (Free & Paid)

© 2022 RobBerger.com. All Rights Reserved. Contact | Privacy Policy | Terms of Use