Flat-Fee Advisor RFP Generator (Request for Proposal)

Updated on November 23, 2025

Create a clear, professional RFP to request flat-fee proposals from fiduciary advisors. In 5–7 minutes you’ll generate a sign-ready brief and an email you can send to multiple firms. The output now includes a Scope Comparison Matrix for side-by-side bids.

You have the request. Now you need advisers to send it to.

A flat-fee RFP only works if it reaches firms that will answer it in writing. The advisers below pay for the introduction, so the request is yours to make. It is free to you, and it is not the only way to find an adviser.

Before you start, what actually happens. The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.

The Kapitalwise form opens here — you stay on this page.

What happens when you press the button

It asks about nine questions — age, investable assets, location — then your name, email and phone number, and verifies the phone by text. Nothing loads and nothing reaches Kapitalwise until you press the button.

What the filings actually say. We measured the fee schedules 176 SEC-registered advisers publish in their Form ADV Part 2A filings: at $250,000 only 28.4% disclose a fee you can price at all, and the weighted median annual cost among those that do is $2,000 to $2,500. The full benchmark, with method.