Flat-Fee
Financial Advice

No AUM Fees. No Commissions.

Our Difference

The Scholar Advising Difference

Experience

Our team is highly credentialed and experienced in advising on the complex finances of high income and high net worth individuals.

Relationships

Your financial situation is complex and unique. We work closely together with you to create a tailored financial plan.

Fee Only

We believe in reducing conflicts of interest and providing financial advice for a flat fee. No commissions, no AUM fees.

Technology

Our team uses a variety of tools to collect and secure your data so that we can work with you wherever you are in the USA.

Our Expertise

Specializations

We treat every project with a unique approach and fresh thinking.

DIY investor working on a laptop

Flat-Fee & Hourly Financial Planning

Clear, focused financial guidance when you need it, with transparent pricing and no commissions or sales tactics.

high net worth client reviewing presentation on a tablet

Planning for Complex Wealth

As high-net-worth specialists, we bring deep expertise to the complex financial lives of clients who require more than traditional advice.

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Signature Client Program

Concierge-level service with a personal CFO experience through private family office-level expertise and monthly ongoing support.

Services

Our Services

We provide advice on many financial concerns. Here are some of the most popular.

Retirement Planning

Tax Efficient Investing

Entrepreneurial Finances

Windfalls & Inheritance

Concentrated Positions

Gifting Strategies

The testimonials above were provided by current clients of Scholar Financial Advising, LLC and the endorsements above were provided by former clients of Scholar Financial Advising, LLC. No compensation was provided in connection with such testimonials or endorsements. Your experience may differ.

Let’s work together

Let’s discuss how we can work together to plan for your future.