Aptus Financial, founded by Sarah Catherine Gutierrez CFP, charges a flat fee for advice-only planning and investing. They offer comprehensive financial plans and more limited reviews with ongoing support services to help their clients implement recommendations. Whether you are an experienced Do-It-Yourself investor or just getting started managing your own finances, they can help you get on the right financial path.
My favorite part? They are believers in teaching you how to fish instead of fishing for you, or better said “You can do it yourself, but you don’t have to do it alone!”.