Find Your Advice-Only Financial Advisor!
Discover the power of objective financial advice with no commissions, no asset management, and no sales pressure. Welcome to the Advice-Only Network, your one-stop destination for connecting with dedicated advice-only financial planners from firms across the country. Our network connects you with advisors who aim to provide objective guidance tailored to your unique financial goals and needs -- no commissions and no assets under management. Just pure advice.
What is Advice-Only?
Advice-Only is the Future of Financial Planning
An Advice-Only advisor provides comprehensive financial planning with transparent pricing in a fiduciary capacity at all times and aims to avoid any conflicts of interest.
- Transparent Pricing
No hidden fees from product sales, assets under management (AUM) or expensive investment funds. You’ll know exactly what you’re paying.
- Fiduciary At All Times
Advice-Only advisors are committed to act in the best interest of their clients at all times.
- Empowering Investment Advice
Advice-only advisors can give investment advice without taking custody of your account. Unlike many traditional advisors, Advice-Only advisors don't require you to move your money to them to manage.
- Reduces Conflicts of Interest
Charging only for advice reduces conflicts of interest compared to advisors who are compensated by selling products, receiving commissions, or managing assets.
Are you an Advice-Only advisor?
Get listed on the directory and reach clients looking for advice‑only planners.
Are you interested in launching an Advice‑Only practice?
- Templates and compliance support
- Education and coaching
- 6 months of membership included
Meet Our Advice-Only Advisors
Advisor Directory
Advisor filters
Holly Davis, CFP®, CPA
Alta Via Financial Planning
Annual$6,000+/yrOne-time$6,500+Hourly$400/hrHolly Davis, CFP®, CPA
Alta Via Financial Planning
Annual$6,000+/yrOne-time$6,500+Hourly$400/hrPlanning for families with active outdoor lifestyles who have multiple competing financial goals. Also specializes in equity compensation for tech wor...
Ideal forHigh Earners ($250k - $500k) • Families with ChildrenSpecializes inInvestments • Retirement • Tax Strategies
Justin Horowitz, CFP®
Just Advising
One-time$1,800+Hello! I'm Justin, founder of Just Advising. My practice is for young adults and family starters who want to demystify their financial complexity.
Ideal forYoung Professionals • DIY InvestorsSpecializes inBudgetingEarly Career PlanningEmployee Benefits
Jill Raderstorf, MBA
Aptus Financial
Monthly$193/moAnnual$1,160/yrOne-time$3,480Jill Raderstorf is a financial planner at Aptus Financial, an advice only financial planning firm that helps people invest on their own. She is dedic...
Ideal forMedical Professionals • High Earners ($250k - $500k)Specializes inRetirement • Early Career Planning • Mid-Career Planning
Monthly$189/moNot accepting clientsHelping working families keep more of their money and reach financial independence faster.
Ideal forFIRE • Pre-RetireesSpecializes inInvestments • Retirement • Pre-Retirement Planning
Keith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtrOne-time$5,000+Hourly$300/hrKeith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtrOne-time$5,000+Hourly$300/hrI help pre-retirees and retirees make informed financial choices by building/updating a plan that is clear and actionable. I have a very transparent...
Ideal forPre-Retirees • RetireesSpecializes inRetirement • Social Security • Pre-Retirement Planning
Sara Young, CFP®
Live and Give Financial
Monthly$172+/moOne-time$2,880Hourly$350/hrHi! I partner with early- to mid-career professionals and families to maximize their life with high-impact, accessible planning.
Ideal forFamilies with Children • Medical ProfessionalsSpecializes inTax Strategies • Investments • Budgeting
Audrey Emerson, CFP®
Cents of Joy Financial Planning
Monthly$200+/moOne-time$2,700+Hourly$300/hrAudrey Emerson, CFP®
Cents of Joy Financial Planning
Monthly$200+/moOne-time$2,700+Hourly$300/hrReady for a more joyful relationship with money? Hi! I’m Audrey and I help creatives, freelancers, & DIY millennials swap money anxiety for financial...
Ideal forArtists/Creatives • Newlyweds/CouplesSpecializes inSmall Business • Budgeting • Tax Strategies
Andrew Kleinberg, CFP®, CFA
Grand Central Financial Planning
One-time$3,250Hourly$400/hrInvestment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.
Ideal forFamilies with Children • IndividualSpecializes inInvestments • Tax Strategies • Employee Benefits
Nick Booth, CFP®, CDAA
Nine Inning Finance
Annual$3,000/yrOne-time$3,600+Hourly$300/hrI love working with: 1) Those approaching retirement 2) Millennials seeking help planning for life events while striking a balance with saving for ret...
Ideal forPre-Retirees • Young ProfessionalsSpecializes inPre-Retirement Planning • Investments • Tax Strategies
Jon Luskin, CFP®
JonLuskin.com
One-time$4,695Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary specializing in hourly advice to do-it-yourself i...
Ideal forDIY Investors • RetireesSpecializes inInvestmentsRetirement • Pre-Retirement Planning
Riki Cooke, CFP®
Abundo Wealth
Monthly$189/moOn a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal forTravelers • Newlyweds/CouplesSpecializes inEmployee Benefits • Retirement • Early Career Planning
Kelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yrOne-time$5,000+Hourly$350/hrKelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yrOne-time$5,000+Hourly$350/hrI provide advice on an hourly, project, or ongoing basis, depending on your needs and preferences.
Specializes inInvestments • Estate Planning • Tax Strategies
Phillip Durbin
Generational Wealth Development
One-time$3,200Hourly$150/hrI help rural and middle-income families to learn about personal finance so that they can create Generational Wealth and change their families futures....
Ideal forYoung Professionals • FarmersSpecializes inEarly Career Planning • Debt & Credit • Mid-Career Planning
Patrick Bourbon, CFA, CFP®
Bourbon Financial Management
Monthly$500+/moPatrick is your personal Chief Financial Officer. His main goal is to give you the best tools possible to improve your financial decisions.
Ideal forBusiness Owners • High Net WorthSpecializes inTax Strategies • Investments • Retirement
Aleksandr Fridlyand, CFP®, CPA
Technos Financial
Annual$2,750+/yrOne-time$2,750+Hourly$210/hrAleksandr Fridlyand, CFP®, CPA
Technos Financial
Annual$2,750+/yrOne-time$2,750+Hourly$210/hrAs a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), Alex combines deep technical knowledge with strategic insight to delive...
Ideal forRetirees • Pre-RetireesSpecializes inBudgeting • Investments • Retirement
Kevin Lam, CFP®, CPRS™
Age Wisely Financial
One-time$720+Hourly$360/hrI specialize in helping my fellow seniors age 60+ navigate challenges with retirement income, asset protection, safety, health, and legacy planning.
Ideal forRetirees • Pre-RetireesSpecializes inRetirementRetirement Life PlanningPre-Retirement Planning
Krystal Fortner, CFP®
Krystal Fortner
One-time$4,800+Hourly$350/hrNo nonsense, advice-only planner who dreams of everyone having a financial plan.
Ideal forDIY Investors • Fitness/Wellness EnthusiastsSpecializes inTax Strategies • Pre-Retirement Planning • Debt & Credit
Philip Murphy, CFA, CFP®
IndiePlan™ LLC
One-time$3,000+Hourly$300/hrIndiePlan™ is an advise-only financial planning firm because we believe this model creates the best alignment with our clients' interests.
Ideal forHigh Earners ($250k - $500k) • DIY InvestorsSpecializes inInvestmentsPre-Retirement Planning • Retirement
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