Financial Advisors
Charlotte, NC
Flat Fee Financial is a Charlotte-based financial planning firm specializing in tax-efficient wealth management and retirement planning. They serve clients age 50+, dentists, small business owners, and those managing sudden money like inheritances. Unlike traditional advisors, they charge transparent flat fees rather than assets-under-management percentages, and operate as fiduciaries legally obligated to act in clients' best interests.
Ideal for: Age 50+ professionals, dentists and small business owners, tax-efficient investors, individuals managing inheritances or sudden wealth
Service area: Charlotte, NC and surrounding areas
Flat Fee Pricing Model: Charges transparent flat fees based on financial complexity rather than assets under management, saving clients money as their wealth grows. Eliminates conflicts of interest inherent in percentage-based compensation.
Tax Planning Expertise: Specializes in tax-efficient investing and retirement strategies, with particular focus on clients age 50+ and high-earning professionals like dentists and business owners.
Fiduciary Standard: Legally obligated to act in clients' best interests at all times, not pushing products or hiding fees like some commission-based advisors.
Address: 919 Berryhill Rd Ste 102, Charlotte, NC 28208
Phone: (704) 774-5390
Website: flatfee-financial.com
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