Fee-Only Fiduciary Financial Planners | Parse

Fee-Only Fiduciary Financial Planners in AI answers

Data as of Oct 18, 2026Based on 358 AI responsesReviewed by Dimitry Apollonsky

AI summary

National Association of Personal Financial Advisors (NAPFA) holds a wide lead as the most recommended directory for fee-only, fiduciary financial planners. When tech employees ask about equity compensation, Creative Planning and Brooklyn Fi are commonly suggested instead.

Most-mentioned brands

Rank and Mentioned in · since Jul 5

#	Brand	Recommended for	Mentioned in
1	National Association of Personal Financial Advisors (NAPFA)66% vetting fee-only, fiduciary planners through its national professional directory	vetting fee-only, fiduciary planners through its national professional directory	66%
2	XY Planning Network 45% fee-only fiduciary advisors offering monthly retainers for modern professionals	fee-only fiduciary advisors offering monthly retainers for modern professionals	45%
3	Garrett Planning Network 37% hourly, project-based, or as-needed financial planning without asset minimums	hourly, project-based, or as-needed financial planning without asset minimums	37%
4	Fee-Only Network 26% locating verified independent fiduciary advisors filtered by region and specialty	locating verified independent fiduciary advisors filtered by region and specialty	26%
5	Advice Only Network 18% planners charging flat fees without managing assets or taking commissions	planners charging flat fees without managing assets or taking commissions	18%
6	Investment Adviser Public Disclosure (IAPD)U.S. Securities and Exchange Commission product line 11% background checks and regulatory verification for Registered Investment Advisers	background checks and regulatory verification for Registered Investment Advisers	11%
7	Flat Fee Advisors 11% finding planners who charge fixed fees instead of asset percentages	finding planners who charge fixed fees instead of asset percentages	11%
8	Certified Financial Planner Board of Standards, Inc.9% searching credentialed CFP professionals with fee-only filters	searching credentialed CFP professionals with fee-only filters	9%
9	Creative Planning 8% holistic advisory services for tech employees with equity compensation packages	holistic advisory services for tech employees with equity compensation packages	8%
10	Darrow Wealth Management 8% advising corporate professionals on stock options, RSUs, and complex taxes	advising corporate professionals on stock options, RSUs, and complex taxes	8%
11	FINRA BrokerCheckFINRA product line 8%		8%
12	Facet 6%		6%
13	Hello Nectarine 5%		5%
14	TwoTen Planning 5%		5%
15	Brooklyn Fi 5%		5%
16	Fortitude Financial Planning 5%		5%
17	Mercer Advisors 4%		4%
18	New Wave Financial Services 4%		4%
19	Secfi 4%		4%
20	Modera Wealth 3%		3%
21	Range 3%		3%
22	Ad Astra Financial Planning 3%		3%
23	Level Up Financial Planning 3%		3%
24	PlanVision 3%		3%
25	SeedSafe Financial 2%		2%
26	KB Financial Advisors 2%		2%
27	Wealthtender 2%		2%
28	Abundo Wealth 2%		2%
29	Fortrove Partners 2%		2%
30	Mission Wealth 2%		2%
31	Clarity Capital Advisors 2%		2%
32	Alliance of Comprehensive Planners 2%		2%
33	HB Wealth 1%		1%
34	Stone Steps Financial 1%		1%
35	VisionQuest Financial Planning LLC 1%		1%
36	Tech Wealth 1%		1%
37	Impact Fiduciary 1%		1%
38	Level Wealth Management 1%		1%
39	North River Wealth Advisors 1%		1%
40	Emerick Financial Planning, LLC 1%		1%
41	Lock Wealth Management 1%		1%
42	AIO Fee Only Financial Advisors 1%		1%
43	Capital Benchmark Partners 1%		1%
44	Minerva Planning Group 1%		1%
45	Covenant Wealth Advisors 1%		1%
46	All-Pro Advisors LLC 1%		1%
47	The Peak FP 1%		1%
48	Full Bloom Financial 1%		1%
49	Cerity Partners 1%		1%
50	Michael Garber Financial Planning 1%		1%
51	Legend Financial Advisors, Inc.1%		1%
52	Capital Fiduciary Advisors 1%		1%
53	Owl & Ore Wealth Planning 1%		1%
54	Savant Wealth Management 1%		1%
55	Keener Financial Planning 1%		1%
56	Capital Area Planning Group 1%		1%
57	EP Wealth Advisors 1%		1%
58	Woven Capital 1%		1%
59	Timothy Financial Counsel 1%		1%
60	Pure Financial Advisors 1%		1%
61	Able Wealth Management 1%		1%
62	Winthrop Partners 1%		1%
63	Falcon Wealth Planning 1%		1%
64	S.E.E.D. Planning Group 1%		1%
65	Archer Investment Management 1%		1%
66	Liberty Financial Planning, Inc.1%		1%
67	U.S. Securities and Exchange Commission 1%		1%
68	Compass Wealth Management 1%		1%
69	Mission Street Wealth Planning 1%		1%
70	Afton Advisors 1%		1%
71	Francis Financial 1%		1%
72	Theresa Pablos 1%		1%
73	Scholar Financial Advising 1%		1%
74	Elwood & Goetz 1%		1%
75	Harbor Light Planning 1%		1%
76	FINRA 1%		1%
77	Fyooz Financial Planning 1%		1%
78	Sherman Financial 1%		1%
79	Stock Plan Advisory Group 1%		1%
80	VIP Wealth Advisors 1%		1%
81	Oak Street Advisors 1%		1%
82	Birchcreek Wealth Management 1%		1%
83	FAR Financial 1%		1%
84	Bogart Wealth 1%		1%
85	Wrought Financial Planning 1%		1%
86	Digital Wealth, LLC 1%		1%
87	Clark Financial Planning Services LLC 1%		1%
88	Deller Wealth Management 1%		1%
89	Essa Financial 1%		1%
90	ACT Advisors 1%		1%
91	Skylark Wealth 1%		1%
92	Bluegrass Financial Planning, LLC 1%		1%
93	Concurrent Wealth Management 1%		1%
94	Austin Creek Capital 1%		1%
95	Dynamic Financial Planning LLC 1%		1%
96	Augustus Wealth 1%		1%
97	Amaral Financial Planning 1%		1%
98	Grand Central Financial Planning 1%		1%
99	Hilltop Financial Advisors 1%		1%
100	WealthGuides 1%		1%

Recommendations by AI engine

ChatGPT SearchGoogle AI Mode

Widest split: Garrett Planning Network, 14% on ChatGPT Search and 60% on Google AI Mode.

Mentioned in on each AI engine, by brand
Brand	ChatGPT Search	Google AI Mode
National Association of Personal Financial Advisors (NAPFA)	55%	76%
XY Planning Network	29%	61%
Garrett Planning Network	14%	60%
Fee-Only Network	13%	39%
Advice Only Network	7%	29%
Investment Adviser Public Disclosure (IAPD)	5%	18%
Flat Fee Advisors	Outside ChatGPT Search's top 25	20%
Certified Financial Planner Board of Standards, Inc.	11%	6%
Creative Planning	3%	13%
Darrow Wealth Management	4%	12%

Fee-Only Fiduciary Financial Planners in AI answers

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