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.
May 13th, 2026
Jon Luskin, Advice Only Planner
June 10th, 2026
Stephen Lukan, Flat Fee advisor
July 8th, 2026
Mike Powers, Flat Fee advisor
August 12th, 2026
Andy Moran, Flat Fee advisor
September 9th, 2026
Meghan Rutherford, COO at Clark Asset Management, “How we fire Flat Fee talent”
October 14th, 2026
TBD
November 11th, 2026
Jean Keener, Hourly 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 through the contact form at the bottom of this page to apply. No cost to be listed.
- Grow your business
- Attend a "Flat Friday" meetup in your city
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 $25 contribution via this link.
You can also contribute via this PayPal link.
Questions?
Please email Sara Grillo at grilloinvest@gmail.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.
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Grillo Investment Management, LLC will strive to maintain current information however it may become out of date.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.