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Advisors who specialize in education savings and financial aid optimization.

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Featured College Planning Advisors

Top-rated college planning advisors across the country

Michael Johnson

Johnson Wealth Advisors

Fiduciary
4.9 (73)
College PlanningVerified
Michael Johnson
Georgia,

Fee Structure

Fee-Based

Min. Assets

$1,000,000

Experience

9 years

Response Time

Same day

Certifications

CFPCCFSChFC

Primary Focus

comprehensive financial planning

Sarah Brown

Brown Financial Group

Fiduciary
4.5 (84)
College PlanningVerified
Sarah Brown
Georgia,

Fee Structure

Fee-Only

Min. Assets

$250,000

Experience

16 years

Response Time

Within 1 hour

Certifications

CFPCCFSChFC

Primary Focus

retirement income strategies

Michael Johnson

Johnson Wealth Advisors

4.9 (50)
College Planning
Michael Johnson
South Carolina,

Fee Structure

Fee-Only

Min. Assets

No Minimum

Experience

18 years

Response Time

Within 1 hour

Certifications

CFPCCFSChFC

Primary Focus

comprehensive financial planning

Sarah Brown

Brown Financial Group

Fiduciary
4.5 (61)
College PlanningVerified
Sarah Brown
South Carolina,

Fee Structure

Commission-Based

Min. Assets

$500,000

Experience

25 years

Response Time

Same day

Certifications

CFPCCFSChFC

Primary Focus

retirement income strategies

Michael Johnson

Johnson Wealth Advisors

Fiduciary
4.9 (73)
College PlanningVerified
Michael Johnson
Florida,

Fee Structure

Fee-Based

Min. Assets

$1,000,000

Experience

9 years

Response Time

Same day

Certifications

CFPCCFSChFC

Primary Focus

comprehensive financial planning

Sarah Brown

Brown Financial Group

Fiduciary
4.5 (84)
College PlanningVerified
Sarah Brown
Florida,

Fee Structure

Fee-Only

Min. Assets

$250,000

Experience

16 years

Response Time

Within 1 hour

Certifications

CFPCCFSChFC

Primary Focus

retirement income strategies

Choosing a College Planning Advisor: What You Need to Know

What to Look For

  • Verify fiduciary status and fee structure
  • Check relevant certifications (CFP, CFA, etc.)
  • Review client testimonials and track record
  • Compare multiple advisors before deciding
  • Confirm their specialty aligns with your needs

Typical Fee Structures

  • Fee-only: Flat fee or hourly rate
  • AUM-based: 0.5% - 1.5% of assets managed
  • Commission-based: Varies by product
  • Fee-based: Combination approach
  • Many offer free initial consultations