- 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
Are you a transparent financial advisor?
These meetups are free.
The goal is to learn from each other about how to grow and manage a transparent practice for the benefit of clients.
We meet over Zoom on the second Wednesday of every month at 1 PM ET.
January 14th, 2026
Mike Bard: Flat Fee Advisor
February 11th, 2026
Tom Nowak: Hourly Planner
March 10th, 2026
Immersion2026 in Kansas City
April 8th, 2026
Andrew Fallwell, CFP: How I built my Flat Fee practice using YouTube
May 13th, 2026
Jon Luskin, Advice Only Planner
June 10th, 2025
Stephen Lukan, flat fee advisor
July 8th, 2025
Mike Powers, flat fee advisor
August 12th, 2025
Andy Moran, flat fee advisor
If you can not make the meetup, please register
for the replay!
Join the Immersion, the industry’s only in-person event solely dedicated to Flat Fee, Advice Only, and Hourly Advisors
- Grow your business
- Succession match
SELLING A PRACTICE:
Emanciparé Investment Advisors LLC for Sale
Contact: bill@emancipare.com (484) 442-0639 https://emancipare.com
WANTING TO BUY A PRACTICE: Are you a Flat Fee, Advice Only, or Hourly practice looking to acquire a flat fee, advice only, or hourly practice? If so, email Send an email to katie@transparentfinancialadvisor.com and for free you can place your query here.
- Join a Transparency Directory
Send an email to katie@transparentfinancialadvisor.com to apply. No cost to be listed.
- Our Transparency Allies
Make sure you check these resources out!
- News Board
Steven Fox press appearance: Financial Planning magazine . New AdviceOnly RIA pitches fewer conflicts, lower cost, more access.
Mike Hunsberger press appearance: Forbes article. “Is it smarter to file your taxes early, or wait until the last minute?”
Kevin Estes press appearance: Yahoo!Finance article. “Want to retire in your 50s?”
Sara Grillo press appearance: Financial Planning Magazine. ‘Work harder’: Transparent Advisor Movement aims for industry change”
Matteo Hoch press appearance: Kiplinger. 5 Great Tools for DIY Stock Investors
Al Faber press appearance: Financial Planning Magazine. Why Black clients save less for retirement, and how advisors can fix it
We’re on a mission.
If you are finding this website and the work done by the Transparent Advisor Movement to be valuable, please feel free to support our progress.
Please consider making a $20 contribution via this PayPal link or via Zelle to sara@saragrillo.com.
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.