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.

Find an Advisor Learn more

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.

Get Listed

Are you interested in launching an Advice‑Only practice?

Templates and compliance support
Education and coaching
6 months of membership included

Explore Launch Package

Meet Our Advice-Only Advisors

Advisor Directory

Try filtering to find your perfect match

Kevin Estes, CFP®, CCFC, MBA
Scaled Finance, LLC
One-time$3,000+
Hourly$250/hr
View Profile
Kevin Estes, CFP®, CCFC, MBA
Scaled Finance, LLC
One-time$3,000+
Hourly$250/hr
View Profile
Hourly financial planner helping tech professionals and families live their best lives.
Ideal for
Technology Professionals • FIRE
Specializes in
Tax Strategies
Pre-Retirement Planning
Mid-Career Planning
Amy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
One-time$2,750+
Hourly$350+/hr
View Profile
Amy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
One-time$2,750+
Hourly$350+/hr
View Profile
Amy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning and education firm focused on women, families, and entrepreneur...
Ideal for
Women • Newlyweds/Couples
Specializes in
Investments • Employee Benefits • Retirement
Avanti Shetye, MBA, CFA, CFP®
Wealthwyzr, LLC
Quarterly$1,200+/qtr
One-time$7,500+
Hourly$500/hr
View Profile
Avanti Shetye, MBA, CFA, CFP®
Wealthwyzr, LLC
Quarterly$1,200+/qtr
One-time$7,500+
Hourly$500/hr
View Profile
Advice-only financial planner helping you make smart, informed financial decisions with confidence.
Ideal for
DIY Investors • High Net Worth
Specializes in
Investments • Retirement • Tax Strategies
Desiree Kaul, CFP®, ChFC®
Kaul Financial Solutions
Monthly$200/mo
One-time$750+
Hourly$250/hr
View Profile
Desiree Kaul, CFP®, ChFC®
Kaul Financial Solutions
Monthly$200/mo
One-time$750+
Hourly$250/hr
View Profile
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 Business • Pre-Retirement Planning
John Bell, CFP®
Free State Financial Planning
Quarterly$750/qtr
Annual$3,000/yr
One-time$3,000+
Hourly$400/hr
View Profile
John Bell, CFP®
Free State Financial Planning
Quarterly$750/qtr
Annual$3,000/yr
One-time$3,000+
Hourly$400/hr
View Profile
Serving families with a focus on comprehensive financial planning. For those that want more limited engagements I also offer hourly planning.
Ideal for
DIY Investors • Pre-Retirees
Specializes in
Pre-Retirement Planning • Retirement • Tax Strategies
Shannon Fleener, CFP®
Sage Financial
Monthly$200+/mo
Quarterly$600+/qtr
Annual$2,400+/yr
One-time$2,000+
Hourly$300+/hr
View Profile
Shannon Fleener, CFP®
Sage Financial
Monthly$200+/mo
Quarterly$600+/qtr
Annual$2,400+/yr
One-time$2,000+
Hourly$300+/hr
View Profile
I specialize in serving First Generation Wealth Builders who want to change their financial family trees, as well as progressive professionals and inv...
Ideal for
FIRE • Philanthropists
Specializes in
Budgeting • Retirement • Home Purchase
Riki Cooke, CFP®
Abundo Wealth
Monthly$189/mo
View Profile
Riki Cooke, CFP®
Abundo Wealth
Monthly$189/mo
View Profile
On a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal for
Travelers • Newlyweds/Couples
Specializes in
Employee Benefits • Retirement • Early Career Planning
Maggie Klokkenga, CFP®, AFC®
Abundo Wealth
Not accepting clients
Monthly$189/mo
View Profile
Not accepting clients
Maggie Klokkenga, CFP®, AFC®
Abundo Wealth
Not accepting clients
Monthly$189/mo
View Profile
Maggie is passionate about helping her clients align their money with what they truly value.
Ideal for
FIRE • Newlyweds/Couples
Specializes in
Tax Strategies
Budgeting • Pre-Retirement Planning
Jorge Soriano, CFP®
Financial Optimist
Monthly$325+/mo
One-time$3,200+
Hourly$360/hr
View Profile
Jorge Soriano, CFP®
Financial Optimist
Monthly$325+/mo
One-time$3,200+
Hourly$360/hr
View Profile
Jorge loves to work with young families that are intentional about early retirement and tax optimization. He loves to educate and offer clarity to wha...
Ideal for
FIRE • Business Owners
Specializes in
Retirement • Tax Strategies • Small Business
Kelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yr
One-time$5,000+
Hourly$350/hr
View Profile
Kelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yr
One-time$5,000+
Hourly$350/hr
View Profile
I provide advice on an hourly, project, or ongoing basis, depending on your needs and preferences.
Specializes in
Investments • Estate Planning • Tax Strategies
Tim Melia, CFP®, MBA
Embolden Financial Planning LLC
Hourly$350/hr
View Profile
Tim Melia, CFP®, MBA
Embolden Financial Planning LLC
Hourly$350/hr
View Profile
BE EMBOLDENED. Let’s work together to create a plan to achieve your financial goals and find the answers to your important money questions.
Ideal for
Pre-Retirees • Retirees
Specializes in
Tax Strategies
Retirement Life Planning
Real Estate
Brian Rhoads, CFA, EA
Checkpoint Financial Planning, LLC
One-time$2,450
Hourly$350/hr
View Profile
Brian Rhoads, CFA, EA
Checkpoint Financial Planning, LLC
One-time$2,450
Hourly$350/hr
View Profile
I support Validators and DIYers with financial advice at personal checkpoints. Advice only, and only when needed.
Ideal for
DIY Investors • FIRE
Specializes in
Investments • Insurance • Tax Strategies
Rupa Pereira, CFP®,EA,CSLP®
FWJ Planning
Monthly$150/mo
Quarterly$125/qtr
Annual$1,200/yr
One-time$4,500+
Hourly$250+/hr
View Profile
Rupa Pereira, CFP®,EA,CSLP®
FWJ Planning
Monthly$150/mo
Quarterly$125/qtr
Annual$1,200/yr
One-time$4,500+
Hourly$250+/hr
View Profile
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 Strategies • College Savings • Pre-Retirement Planning
Holly Davis, CFP®, CPA
Alta Via Financial Planning
Annual$6,000+/yr
One-time$6,500+
Hourly$400/hr
View Profile
Holly Davis, CFP®, CPA
Alta Via Financial Planning
Annual$6,000+/yr
One-time$6,500+
Hourly$400/hr
View Profile
Planning for families with active outdoor lifestyles who have multiple competing financial goals. Also specializes in equity compensation for tech wor...
Ideal for
High Earners ($250k - $500k) • Families with Children
Specializes in
Investments • Retirement • Tax Strategies
Jill Raderstorf, MBA
Aptus Financial
Monthly$193/mo
Annual$1,160/yr
One-time$3,480
View Profile
Jill Raderstorf, MBA
Aptus Financial
Monthly$193/mo
Annual$1,160/yr
One-time$3,480
View Profile
Jill 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 for
Medical Professionals • High Earners ($250k - $500k)
Specializes in
Retirement • Early Career Planning • Mid-Career Planning
Chris Mamula, CFP®
Abundo Wealth
Not accepting clients
Monthly$189/mo
View Profile
Not accepting clients
Chris Mamula, CFP®
Abundo Wealth
Not accepting clients
Monthly$189/mo
View Profile
Helping working families keep more of their money and reach financial independence faster.
Ideal for
FIRE • Pre-Retirees
Specializes in
Investments • Retirement • Pre-Retirement Planning
Krystal Fortner, CFP®
Krystal Fortner
One-time$5,500+
Hourly$350/hr
View Profile
Krystal Fortner, CFP®
Krystal Fortner
One-time$5,500+
Hourly$350/hr
View Profile
No nonsense, advice-only planner who dreams of everyone having a financial plan.
Ideal for
DIY Investors • Fitness/Wellness Enthusiasts
Specializes in
Tax Strategies
Pre-Retirement Planning
Retirement
Scott Grissom, PhD, CFP®
Socrates Financial Planning
One-time$2,500+
View Profile
Scott Grissom, PhD, CFP®
Socrates Financial Planning
One-time$2,500+
View Profile
I was a college professor for many years and now I teach couples how to approach retirement with confidence.
Ideal for
Educators • DIY Investors
Specializes in
Pre-Retirement Planning
Budgeting • Investments