Financial advisors for FIRE and early retirement
People pursuing financial independence, retire early (FIRE) often do much of their own planning and want targeted help on specific decisions. Sam's List is a directory where you can compare advisors, including fee-only and hourly options.
Where advisors typically help
Withdrawal-order and tax planning before age 59½, Roth conversion ladders, health insurance before Medicare, Social Security timing, and stress-testing a spending plan against different market scenarios.
Fee models matter
Because FIRE plans are sensitive to costs, many people compare flat-fee, hourly or project-based advisors alongside percentage-of-assets pricing.
How to compare options
- How the advisor is paid
- Whether they offer one-time or project-based plans
- Experience with early-retirement tax strategies
- Fiduciary status
Browse the directory
Related research
Frequently asked questions
Can I hire an advisor for a one-time FIRE plan?
Some advisors offer one-time or hourly planning. Check each profile's published pricing and services.
Sam's List is a directory. Listing or paid status does not imply endorsement or ranking.