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

  • Daryoosh Khalilollahi

    Daryoosh Khalilollahi, CFP, RIA, MBA, MSEE

    DABK Financial Planning Services

    Hourly$250/hr
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    My 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 for
    FIRE • Business Owners
    Specializes in
    InvestmentsRetirementTax Strategies
  • Dustin Bell

    Dustin Bell, MBA

    Reflective Financial

    Monthly$300+/mo
    One-time$2,000+
    Hourly$300/hr
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    Former CFO who helps high-earners achieve financial independence with smart tax strategies and low-cost investment portfolios.

    Ideal for
    High Earners ($250k - $500k) • High Net Worth
    Specializes in
    Tax Strategies
    Mid-Career Planning
    Retirement
  • Lisa Eaton

    Lisa Eaton, MS, DPT

    Firm Footing Financial Planning

    Hourly$250+/hr
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    I am a financial planner passionate about providing affordable access to financial advice to all people.

    Ideal for
    Healthcare Workers • Business Owners
    Specializes in
    BudgetingDebt & CreditCareer Planning
  • Desiree  Kaul

    Desiree Kaul, CFP®, ChFC®

    Kaul Financial Solutions

    Monthly$200/mo
    One-time$750+
    Hourly$250/hr
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    Finances should be personal. I enjoy helping others find financial wellness that reflects their values and beliefs.

    Ideal for
    Veterans/Military Personnel • Government Employees
    Specializes in
    Tax Strategies
    Small BusinessPre-Retirement Planning
  • Chris Maggio

    Chris Maggio, RICP®

    Retirement Planning Partner LLC

    One-time$1,833+
    Hourly$150/hr
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    I specialize in retirement planning, earning the Retirement Income Certified Professional (RICP®) designation to provide expert guidance in this compl...

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    Retirement
    InvestmentsTax Strategies
  • Zach Lundak
    Hourly$300+/hr
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    I am in business because I saw too many clients that want help from an advisor, but don’t want to give up managing their investments.

    Ideal for
    DIY Investors • Pre-Retirees
    Specializes in
    Retirement
    Pre-Retirement Planning
    Tax Strategies
  • Aubrey Williams

    Aubrey Williams, MS, MBA

    Open Path Financial, LLC

    Hourly$385/hr
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    Hi, I'm Aubrey and I'm here to help. Advice-only, fee-only, fiduciary 100% of the time, on the hourly model for FI/RE clients with ADHD/neurodiversity...

    Ideal for
    LGBTQ+ • FIRE
    Specializes in
    Tax StrategiesSmall BusinessRetirement Life Planning
  • Sarah Dickenson

    Sarah Dickenson

    Abundo Wealth

    Monthly$189/mo
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    My mission as a financial planner is to help people gain clarity on their finances so they can spend more time pursuing their dreams.

    Ideal for
    Artists/Creatives • Photographers
    Specializes in
    BudgetingDebt & CreditCareer Planning
  • Dan Honsberger

    Dan Honsberger, CFP®

    Reel Financial Planning

    Monthly$350+/mo
    One-time$3,500+
    Hourly$350/hr
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    I specialize in navigating complex financial situations with clarity and confidence. I invest a substantial amount of time to fully understand each c...

    Ideal for
    Families with Children • Young Professionals
    Specializes in
    Tax StrategiesEmployee BenefitsInvestments
  • Chris Reddick

    Chris Reddick, CFP®, EA

    Chris Reddick Financial Planning, LLC

    Monthly$150/mo
    Hourly$200/hr
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    Chris Reddick helps professionals in corporate, education, and public service careers with advice-only investment, retirement, and tax planning—offeri...

    Ideal for
    Educators • Government Employees
    Specializes in
    InvestmentsTax StrategiesRetirement Life Planning
  • Jeremy Zuke

    Jeremy Zuke

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo
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    I became a planner as a post-corporate passion career to help working professionals keep more of their money and reach financial independence faster.

    Ideal for
    Young Professionals • FIRE
    Specializes in
    Mid-Career PlanningInvestmentsPre-Retirement Planning
  • Rupa Pereira
    Monthly$150/mo
    Quarterly$125/qtr
    Annual$1,200/yr
    One-time$4,500+
    Hourly$250+/hr
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    I offer 'Tax-Optimal' financial planning for young families, women-led households and those with cross-border sensitivities - through hourly and compr...

    Ideal for
    Cross-Border • Female Breadwinner
    Specializes in
    Tax StrategiesCollege SavingsPre-Retirement Planning
  • Jake Stalder

    Jake Stalder, CFP®

    Navigate Financial Planning LLC

    Monthly$170+/mo
    One-time$3,200+
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    I help early retirees navigate the nuances of early retirement, by crafting unique financial strategies in achieving financial independence, that alig...

    Ideal for
    Pre-Retirees • FIRE
    Specializes in
    InvestmentsPre-Retirement PlanningBudgeting
  • Linda Rapisardo
    Monthly$300+/mo
    Annual$3,600+/yr
    One-time$2,500+
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    I help first-gen professionals who've had to figure it all out build financial confidence and freedom.

    Ideal for
    Families with Children • Young Professionals
    Specializes in
    BudgetingEmployee BenefitsInvestments
  • Paulo Lopes

    Paulo Lopes, J.D.

    Woodmont Financial Partners LLC

    One-time$5,000+
    Hourly$385/hr
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    Attorney turned financial planner offering retirement, tax, estate, and investment advice — all billed hourly, with no ongoing fees or obligations. Ju...

    Ideal for
    DIY Investors • Pre-Retirees
    Specializes in
    InvestmentsRetirementEstate Planning
  • Jon Luskin

    Jon Luskin, CFP®

    JonLuskin.com

    One-time$4,695
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    Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary specializing in hourly advice to do-it-yourself i...

    Ideal for
    DIY Investors • Retirees
    Specializes in
    Investments
    RetirementPre-Retirement Planning
  • Eric Simonson

    Eric Simonson, CFP®, CRPC®, CLTC®

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo
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    On a mission is to provide low-cost, conflict-free, comprehensive financial planning to everyone!

    Ideal for
    Young Professionals • Pre-Retirees
    Specializes in
    Pre-Retirement Planning
    Early Career PlanningDebt & Credit
  • Bob Buehler

    Bob Buehler, CPA, ChFC®

    FirstTen Financial

    Quarterly$500+/qtr
    One-time$2,000+
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    I specialize in helping new retirees navigate the initial years of their retirement

    Ideal for
    Retirees • Pre-Retirees
    Specializes in
    Retirement
    Tax StrategiesSocial Security

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