Financial Advisor/Financial Planner/CFP-Fee only/Flat Fee

I am seeking an experienced Financial Advisor / Financial Planner / Certified Financial Planner (CFP) / Financial Writer who can assist me with holistic personal and small-business (solo LLC) financial planning. I need clear, practical guidance at both the individual and small-business levels. Scope of Support Needed Retirement Planning Review and optimize my existing Solo 401(k) (opened ~3 years ago) Compare Solo 401(k) vs. SEP IRA for my situation (contribution strategy and tax efficiency) Long-term retirement income planning Fixed Index Annuities (FIAs): suitability, pros/cons, and use cases Investment Planning Diversified investment strategy beyond only S&P 500, mutual funds, or individual stocks Alternative investments and risk-adjusted asset allocation Real-estate-related investments such as REITs Tax Planning Tax-efficient investing strategies Retirement contribution optimization (employee vs employer contributions) Small-business tax planning considerations Insurance Planning Life, disability, and risk-protection planning aligned with financial goals Estate Planning (Advisory Level) Basic estate planning guidance and coordination considerations Education Planning Kid’s college education planning and savings strategies Engagement Model Requirement (Important) I have been working with a CFP for the past three years under an AUM model along with an annual planning fee. Going forward, I am specifically seeking a fee-only / advice-only CFP. No AUM-based pricing No commissions or product sales Flat-fee or hourly advisory model only Strategy, planning, and education focus — I will implement independently Apply tot his job