- 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 14th, 2026
Jon Luskin, Advice Only Planner
June 10th, 2025
Open Chat Around
July 15th, 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
Emanciparé is unique. We use a high-fidelity planning tool that is available to anyone. It
checks our audience’s boxes–inexpensive, private, high-fidelity, comprehensive.
The most common comment leads and new clients make is “Thank God we found you.
We didn’t think anything like this existed.” This belongs on every Main Street, USA.
No advertising. Leads come in organically from happy client word-of-mouth, SEO, DIY
forums, organic searches.
Ideal buyers:
Registered advisor/planner at a hamster-wheel brokerage or wire house, tired of making the money for them, who dreams of operating their own shop, setting their own hours, doing things right, and wants a quick exit ramp to get started immediately (or transition out of their current job over time while running this part-time!)
● Personal finance grad who has always dreamed of stepping into a well-built, pre-built business rather than undergo the
time, cost, drudgery, and mistakes of building one from scratch
● Existing CPA, CFP, or registered investment advisory who already does tax, insurance, etc for mid-to-high net worth clients but wants to grow by cultivating a new client base of do-it-yourselfers and those who want to pay for planning, and do this by owning a wholly owned subsidiary or brand
● Someone who hates what they’re currently doing, loves personal finance, and wants an easy way to slide over part-time while at the current gig, build it up and then step away from the day job and into this full time.
● CPAs and attorneys don’t have to take the 65 exam or register if these services are incidental to their practice
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.
- Paraplanner match
COMING SOON
Send us a note if you are either looking for a paraplanner or if you are a paraplanner looking to gain work. It’s katie@transparentfinancialadvisor.com.
- 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.