I've looked at some online financial planners (e.g. Personal Capital) and it looks like all of them charge based on a percentage of the portfolio being managed.

I am looking for a site to help create a financial plan, but I would be fine with implementing it myself.

Does anyone know of one that is purely fee-based?

  • As asked, the question (asking for a specific service recommendation) is off topic. I'm closing but with link to similar question whose answer might help. – JTP - Apologise to Monica Feb 19 '15 at 14:15

One that I am familiar with is Wealth Logic by Allan Roth. I have gotten a lot of good advice from him on the bogleheads forum and my understanding is that Wealth Logic is fee-only hourly for creation of a plan.


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  • Thanks @jmg229. At the very least, they have an awesome URL. – Harlan Wescott Feb 16 '15 at 15:46

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