Updated July 1, 2026
Compare financial advisor fees in dollars.
Start with the financial planning calculators, run the financial advisor fee calculator, see how much a financial advisor costs, compare advisor fees in dollars, then open fee-only advisor near me, fiduciary advisor near me, or local fee guides before you book an intro call.
We show every choice in dollars — start with Start Here, compare quotes with the financial advisor fee calculator or financial planning calculators, use the financial advisor fee comparison guide, check fee-only financial advisor near me, flat fee financial advisor near me, fee-for-service financial planner near me, or fiduciary financial advisor near me, or browse local fee guides.
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Silicon Valley retirement planner routes.
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North Sound and Lake Washington routes.
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Austin fee-only planner and suburb routes.
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Alameda, Berkeley, Lamorinda, and Tri-Valley.
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Fee-only planner and retirement planning costs.
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Start with a number, not an article
Compute it before anyone pitches you: home-sale capital gains & the §121 exclusion · executor fees in the 8 statutory states · surrendering a life insurance policy · self-insuring long-term care · when to claim Social Security · 529-to-Roth rollovers · what a 1% advisor fee costs.
Reference data, statute-cited and free to reuse: probate cost in every state · the verified TOD-deed state table · retirement taxes in all 50 states · US financial advisor statistics. Or browse every guide on the site and every calculator.
Every topic on this site, and where to start in each.
- Switching financial advisors: Leaving, firing, or being handed a new adviser – and what it costs. — How to Fire a Financial Advisor (You Can Skip the Conversation Entirely), What It Costs to Switch Financial Advisors: Transfer-Out Fees, and How to Find Yours, What Will Not Transfer In Kind When You Leave Your Advisor
- Vetting a financial advisor: The twenty-minute background check, and what the record actually means. — Financial Advisor Background Check: How to Read BrokerCheck, IAPD and CRD Disclosures, Financial Advisor Red Flags: 12 Warning Signs and the Check That Confirms Each, Is My Financial Advisor a Fiduciary? A 5-Minute Verification (Do Not Just Ask)
- Do you need an advisor at your balance?: The service-tier ladder, and the measured cost at each rung. — Is $250,000 Enough to Hire a Financial Advisor?, You Have $1 Million. Do You Actually Need a Financial Advisor?, Retiring With $500k: Do You Need a Financial Advisor or Just a Plan?
- Is an advisor worth it?: Break-even by situation, and whether your current fee is high. — Am I Paying Too Much in Advisor Fees? Compare Yours to Real Form ADV Disclosures, Financial Advisor vs Doing It Yourself: Break-Even by Decision, Not by Vibes, Advice-Only Is Not Fee-Only: The Difference, and Who Each Fits
- Roth conversions: When to convert, what it sets off, and whether your state taxes it. — Roth Conversion Taxes in 2026: What a $100,000 Conversion Actually Costs (Federal + State + Medicare), Will a Roth Conversion Raise Your Medicare Premiums? The 2026 IRMAA Cliffs — and the Two-Year Lag, 72(t) or a Roth Conversion Ladder? (2026)
- Retirement withdrawals: Which account to draw from, RMDs, and getting money out before 59 and a half. — Retirement Withdrawal Order Calculator (This Year), The ‘Taxable First’ Rule Is Not Always Right, The Three SEPP Calculation Methods (2026)
- Social Security timing: What delaying buys, what it does not, and how benefits are taxed. — Social Security Claiming Age Calculator (62 to 70), Claiming Social Security at 62 vs 70, The Earnings Test Withholds. It Does Not Confiscate.
- Equity compensation: RSUs, ISOs, ESPP and pre-IPO stock, in the order the deadlines arrive. — Can You File an 83(b) Election on RSUs? (2026), The ISO $100,000 Limit, Explained (2026), What to Do With a Concentrated Stock Position (2026)
- Inherited IRA rules: The ten-year clock, who is exempt, and when annual RMDs also apply. — Who Is an Eligible Designated Beneficiary? (2026), Inherited 401(k) vs Inherited IRA (2026), Disclaiming an Inherited IRA: The 9-Month Window (2026)
- Settling an estate: Deadlines after a death, what it costs, and the executor’s personal risk. — Deadlines After a Death: The Calculator Every Executor Needs, The Creditor Claim Window: Why Executors Who Pay Early Pay Personally, Buying Out Siblings on an Inherited House: The Three Tax Rules Articles Get Wrong
- Trusts: Whether a living trust is worth it in your state, and how trust income is taxed. — Distributing More Than DNI Buys You Nothing, Grantor or Non-Grantor: Who Actually Pays the Tax, The 65-Day Rule Has Two Deadlines, Not One
- Probate cost by state: What probate actually costs where you live, from published fee schedules. — Probate Cost Calculator (2026): What Probate Actually Costs, by State, Probate Cost Statistics (2026): Filing Fees, Statutory Percentages & Small-Estate Limits
- Transfer-on-death deeds: Which states allow a TOD deed for real property, and the limits. — TOD Deed vs Adding Your Child to the Deed: One Is a Gift
- Medicaid and your house: What a state may recover after Medicaid pays for care, and the exemptions. — The Medicaid Caregiver-Child Exemption: Two Years, Real Care, and Paperwork That Holds
- Long-term care planning: Insure, self-fund, or something between – and what waiting costs. — How Much Does Long-Term Care Insurance Cost? 2026 Premiums by Age, Self-Insure vs Long-Term Care Insurance: Breakeven Calculator
- Pension and annuity decisions: Lump sum or income, the survivor option, and getting out of a contract. — Your Employer Offered a Pension Buyout: the Six Questions That Decide It, Single Life or Joint and Survivor: You Are Buying Insurance on the Second Death
- When a spouse dies: Filing status, what steps up in basis, and the deadlines that follow. — The Year of Death Is the Last Year You File Jointly, Your IRA Never Gets a Step-Up. In Any State.
- Home sale taxes: The exclusion, the exceptions, and what you actually owe. — Home Sale Capital Gains Exclusion Calculator (Section 121), Selling a House Before 2 Years: What the Gain Actually Costs
- IRMAA: The Medicare surcharge a single dollar can trigger, and the two-year lookback. — IRMAA Is a Cliff. One Dollar Moves a Whole Bracket., IRMAA Uses a Two-Year-Old Return. Usually.
- Business owners: Choosing a plan, and what happens to the tax bill when you sell. — The Seven Asset Classes and Who Wins Each One, The Controlled Group Trap (It Kills the SEP Too)
- Life insurance decisions: Surrender, sell, exchange or keep – and how each is taxed. — Should You Surrender a Whole Life Policy? Check the Four Doors First, Life Settlement vs Surrender: Which Pays More, and the Tax Nobody Explains
- Charitable giving: AGI limits by what you give, the 2026 floor, and QCDs. — QCDs Start at 70½. RMDs Start at 73., 60% Is Cash Only. Appreciated Stock Is Capped at 30%.
- Divorce and your money: QDROs, basis, and why December 31 decides your filing year. — The Four Things a QDRO Must Say or the Plan Rejects It, Your IRA Cannot Be Split by QDRO
- Retirement taxes and moving states: What each state taxes in retirement, and what a move actually saves. — Retirement Tax Comparison Tool (2026): Compare Any Two States
- Advisor statistics by state: How many advisers there are, and where.
- Research: our five datasets: Original, statute-verified data, free to reuse under CC BY 4.0.
- All calculators: Every calculator on the site, in one index.