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
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
Sarah Gerber, CFP®, AFC®
Momentum Financial Planning LLC
Monthly$349+/moQuarterly$1,047+/qtrAnnual$4,188+/yrOne-time$949+Sarah Gerber, CFP®, AFC®
Momentum Financial Planning LLC
Monthly$349+/moQuarterly$1,047+/qtrAnnual$4,188+/yrOne-time$949+Momentum helps early career professionals, couples, and young families navigate the personal financial world and gets them started on the right financ...
Ideal forNewlyweds/Couples • Technology ProfessionalsSpecializes inEarly Career PlanningMid-Career PlanningHome Purchase
Dustin Bell
Reflective Financial
Monthly$300+/moOne-time$1,500+Hourly$300/hrI'm a former CFO, COO, and Fortune 50 strategy executive who helps DIY Investors confidently take control of their financial future.
Ideal forDIY Investors • FIRESpecializes inEmployee Benefits • Investments • Retirement
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
Chris Maggio, RICP®
Retirement Planning Partner LLC
One-time$1,200+Hourly$120/hrI specialize in retirement planning, earning the Retirement Income Certified Professional (RICP®) designation to provide expert guidance in this compl...
Ideal forPre-Retirees • RetireesSpecializes inRetirementInvestments • Tax Strategies
Dan Honsberger, CFP®
Reel Financial Planning
Monthly$350+/moOne-time$3,500+Hourly$350/hrI specialize in navigating complex financial situations with clarity and confidence. I invest a substantial amount of time to fully understand each c...
Ideal forFamilies with Children • Young ProfessionalsSpecializes inTax Strategies • Employee Benefits • Investments
Monthly$399+/moOne-time$399+Hourly$199/hrMonthly$399+/moOne-time$399+Hourly$199/hrWe help clients build a high-fidelity financial/retirement plan with tools available to consumers, teach how to maintain it, and interpret the results
Ideal forDIY Investors • FIRESpecializes inPre-Retirement PlanningRetirement Life PlanningBudgeting
Sage Duguay
Wealthy With Intention
Annual$3,000+/yrOne-time$1,500+Hourly$250+/hrChemical Engineer turned Financial Planner. I help fellow Women in STEM take control of their finances and build wealth intentionally.
Ideal forEngineers and Scientists • DIY InvestorsSpecializes inBudgeting • Early Career Planning • Investments
Eric Smith, CFP®
Ridge Falls Financial Planning
Hourly$250+/hrHourly, Advice Only, Pre-Retirement Financial Planning
Ideal forEducators • Non-profit professionalsSpecializes inRetirement • Investments • College Savings
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
Mike Halper, CFP®, SE-AWMA, CDAA, CBDA
Strateon Intelligent Wealth
Monthly$500/moQuarterly$1,500/qtrAnnual$6,000/yrOne-time$7,500Hourly$300/hrMike Halper, CFP®, SE-AWMA, CDAA, CBDA
Strateon Intelligent Wealth
Monthly$500/moQuarterly$1,500/qtrAnnual$6,000/yrOne-time$7,500Hourly$300/hrFee-only, flat fee, fiduciary financial planning and investment advice as a one-time engagement or on an ongoing basis.
Ideal forFamilies with Children • IndividualSpecializes inCryptocurrencyInvestments • Retirement
Nancy Doyle, CFA, CFT
Manage Your Financial Life
Hourly$250/hrIt is time to get your financial house in order. As an advice-only hourly planner, I help women become more knowledgeable and engaged in their financi...
Ideal forWomen • Divorced IndividualsSpecializes inInvestments • Retirement Life Planning • Pre-Retirement Planning
Al Faber, CFP®, ChFC®
DIWY Financial Planning
One-time$400+Hourly$400+/hrHolistic planning. Hourly or flat fee. Tools, support, and expert guidance on demand with no product sales or ongoing fees.
Ideal forHigh Earners ($250k - $500k) • DIY InvestorsSpecializes inEstate PlanningBudgeting • Investments
Stephan Shipe, Ph.D., CFP®, CFA
Scholar Financial Advising
One-time$5,000+Hourly$385/hrWe help DIY investors by providing financial advice that they can implement for a flat fee.
Ideal forHigh Net Worth • DIY InvestorsSpecializes inInvestments • Tax Strategies • Pre-Retirement Planning
Melissa Leonard, CFP®
Cairn Financial Planning
Annual$2,500+/yrOne-time$2,500+Hourly$250/hrMelissa Leonard, CFP®
Cairn Financial Planning
Annual$2,500+/yrOne-time$2,500+Hourly$250/hrBalancing all aspects of life is challenging. Let us help you with the financial pieces.
Ideal forYoung Professionals • High Earners ($250k - $500k)Specializes inBudgeting • Employee Benefits • Investments
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
Jake Stalder, CFP®
Navigate Financial Planning LLC
Monthly$170+/moOne-time$3,200+I help early retirees navigate the nuances of early retirement, by crafting unique financial strategies in achieving financial independence, that alig...
Ideal forPre-Retirees • FIRESpecializes inInvestments • Pre-Retirement Planning • Budgeting
Daryoosh Khalilollahi, CFP, RIA, MBA, MSEE
DABK Financial Planning Services
Hourly$250/hrMy mission is to make individuals and families establish a clear financial path for reaching their lifetime goals and help them avoid mistakes in the...
Ideal forFIRE • Business OwnersSpecializes inInvestments • Retirement • Tax Strategies
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