independent hourly financial advice

At Scholar Financial Advising, we specialize in providing hourly, fee-only financial planning services designed exclusively for DIY investors. We understand the unique financial pressures you face—from tax efficiency and investment strategy to real estate and planning for a secure retirement—and we’re here to help.

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Everyone Needs Financial Advice, But Not Everyone Needs a Wealth Manager

Why Work With Us?

100% Fiduciary, 100% of the Time
As a fiduciary firm, our commitment is to serve your best interests with no hidden agendas or undisclosed fees. Our advice is unbiased, based on rigorous analysis and tailored to your personal financial situation. We do not charge an AUM fee and do not sell products. We charge a flat fee for financial advice based on the complexity of your situation.

Empowering DIY Investors
Our clients are DIY investors. Our role is to partner with you to equip you with advanced financial strategies and specific advice so that you can easily act on recommendations (even down to the fund and dollar amount level).

Expert Advice
We are a boutique advisory firm providing personalized financial advice to high-net-worth individuals by advisors who all hold a Ph.D. in Finance. We value having an educated and highly credentialed team and you should too.

How Can We Help?

Retirement Planning
Whether you are planning to retire soon, or are just starting, we’ll design an efficient plan that fits your specific situation and goals. We cover topics such as Roth conversions, healthcare in retirement, RMD’s, and tax efficient withdrawal strategies.

Investment Simplification and Strategy
We’ll create strategies that focus on helping you manage your assets in an efficient manner. We provide recommendations down to the fund level “Sell Fund X and buy Fund Y in your IRA” or “You should plan to convert $100,000 to your Roth IRA going forward”

Estate Concerns and Gifting
We assist with strategizing for estate planning concerns both now and in the future. We want to take into account the longevity of your wealth rather than being short-sighted with your plans. We will discuss gifting strategies, helping children prepare for wealth, and charitable giving.

We are a paying sponsor of Spike’s Car Radio. You can read more about these conflicts of interest and the risks of investing here.

What’s Next?

Use the link below to schedule an Introductory Meeting. This initial call is completely free allows us to discuss whether our working together is a good fit.