What is a transparent
financial advisor?
- A financial advisor who clearly discloses fees on the website and in all places where cost is discussed, in actual dollar amounts
- A financial advisor who does not charge AUM fees
- A financial advisor who does not charge commissions
- Charges on a flat fee, hourly, or advice-only basis
- Expresses all aspects of service delivery with absolute clarity
- Embraces logic, fairness, and clarity in all interactions with clients
Our community is the future of financial advice
These meetups are free.
We meet over Zoom on the second Wednesday of every month at 1 PM ET.
Click HERE to join the next one.
August 12th, 2026
Andy Moran, Flat Fee advisor
September 9th, 2026
Meghan Rutherford, COO at Clark Asset Management, “How we hire Flat Fee talent”
October 14th, 2026
Lori Atwood, Hourly Financial Advisor
November 11th, 2026
Jean Keener, Hourly Planner
December 9th, 2026
Richard Busillo, founder of a multi-advisor flat fee practice and advisor mentor
January 13th, 2027
John Abernethy, Hourly Planner
February 10th, 2027
Ryan Kelly, Flat Fee Advisor
March 10th, 2027
No Zoom meetup due to Immersion2027 in Dallas, the annual, in-person transparency meetup
April 14th, 2027
Immersion2027 takeaways; what flat fee, advice-only, and hourly planners can take away from our annual meetup
May 12th, 2027
Speaker TBD
June 16th, 2027
Joseph Conklin-Shure, advice-only planner
If you can not make the meetup, please register
for the replay!
Join the Immersion, our in-person annual event, dedicated to Flat Fee, Advice Only, and Hourly Advisors.
- Join a Transparency Directory
Send an email to grilloinvest@gmail.com to apply. No cost to be listed.
- Grow your business
- Attend a "Transparency Friday" meetup in your city
September 18th, 2026
September 18th, 2026
September 25th, 2026
October 16th, 2026
October 16th, 2026
October 16th, 2026
October 16th, 2026
We’re on a mission!
The meetups, online directories, and community activities we have created over the past few years have benefitted many.
Please support our movement by making a $50 contribution via this link.
You can also contribute via this PayPal link.
Questions?
Disclaimers
Rates may vary as a function of geographic location due to exchange rate differences, fees, surcharges, and other factors. These offers are limited to the services advertised in the promotions contained on this page. Additional services may be provided at an additional cost at rates that are subject to negotiation.
Grillo Investment Management, LLC does not guarantee any specific level of performance, the success of any strategy that Grillo Investment Management, LLC may use, or the success of any program.
Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Grillo Investment Management, LLC is under no obligation to advise users of subsequent changes to statements or information contained herein. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.