The Most Transparent Financial Advisors on Sam's List
Kimberly Green | 2026-04-12
The Most Transparent Financial Advisors on Sam's List Most financial advisors are not transparent about price. They'll schedule a call, run you through a discovery process, and present a proposal at the end. The fee is a number you find out after you've already invested time and built a relationship. That's not an accident — it's a sales structure. The advisors on this list do it differently. Pricing is on the profile. Ideal client descriptions are specific. Services are listed clearly, not buried in fine print. That transparency is a professional choice — and it tells you something about how they operate. Advisors Who Publish Their Fees Anthony Syracuse, CFP — $7,500/year flat retainer The most transparent thing about Anthony's practice is the price: $7,500 per year, flat. No percentage of your assets. No "it depends." No sliding scale revealed after a multi-step discovery process. That number is on his Sam's List profile before you schedule a call. If it doesn't work for you, you know before you've spent any time. Beyond pricing, his ideal client description is unusually specific: high earners, high-net-worth individuals, and tech professionals who want financial planning that connects to actual life goals. He's not for everyone. He knows who he's for. Services include comprehensive financial planning, investment management, and tax strategy — all under the flat fee. Find him on Sam's List Bull Oak Capital — Flat $15,000/year, no AUM fee on first $1M Bull Oak publishes a specific pricing structure: $15,000 per year, covering financial planning, investment management, tax strategy, and tax preparation. No AUM fee on the first $1M in assets managed. That last part matters more than it looks. Most advisors charge a percentage of assets under management — so as your wealth grows, so does their fee, even if the work doesn't. Bull Oak's model decouples fee from asset growth. You know what you're paying. It doesn't change when your portfolio does. Full-service advisory from a team recognized on InvestmentNews 40 Under 40. Based in Rancho Santa Fe, California. Find them on Sam's List Ian Weiner, CFP, CEPA — 0.5%–1.75% of AUM, clearly disclosed Ian publishes an AUM range, not a single number — 0.5% to 1.75% depending on portfolio size and service complexity. That's not a trick; it's accurate. Fee-only advisors charging on AUM typically scale down as assets grow, and Ian discloses the range so you can estimate where you land before the first conversation. His profile also makes his specialization clear upfront: business owners planning exits, wealth...
