Join our community of flat-fee financial advisors

Grow you flat-fee client base with DoshGuide

You may be starting out, starting to diversify to include a fee-based model, shifting toward one or building on an established one: DoshGuide is a place to build your reputation, pipeline and client base.

More and more clients are seeking objective, unbiased, unconflicted financial guidance. But they haven’t known how or where to get it. Until now.

At the same time, more and more financial advisors and planners are seeking willing fee-based clients, but haven’t known how or where to find more of them. Until now.

DoshGuide is a matchmaker, helping like-minded clients find like-minded financial advisors – and vice versa.

If you’re aligned with our values, DoshGuide can help you market yourself to and gain exposure with exactly the kind of clients you’re looking for, and who’re looking for you.