Find Your Advice-Only Financial Advisor!

Discover the power of unbiased financial advice with the Advice-Only Network, your one-stop destination for connecting with dedicated, certified professionals from financial planning practices across the country. Our network ensures you receive objective guidance tailored to your unique financial goals and needs.

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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.

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Are you interested in launching an Advice‑Only practice?

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

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Meet Our Advice-Only Advisors

Advisor Directory

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Brian Clarke, CFP®, MBA
Clarke Financial Counsel, LLC
Hourly$325+/hr
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Brian Clarke, CFP®, MBA
Clarke Financial Counsel, LLC
Hourly$325+/hr
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I provide Hourly Fee Only Comprehensive Financial Planning for Individuals and Couples Approaching Retirement.
Ideal for
Pre-Retirees • Retirees
Specializes in
Pre-Retirement Planning • Investments • Retirement
Kaki Perdue, CPA, CFP®
Look Both Ways Financial
One-time$6,400
Hourly$300/hr
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Kaki Perdue, CPA, CFP®
Look Both Ways Financial
One-time$6,400
Hourly$300/hr
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Kaki is on a mission to help you feel safe, strong, and secure managing your own money! Check out my podcast: Look Both Ways Financial
Ideal for
Pre-Retirees • Retirees
Specializes in
Retirement • Tax Strategies • Retirement Life Planning
Praveen Krishnamurthy, CFP®
Empower Financial
One-time$4,500+
Hourly$300/hr
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Praveen Krishnamurthy, CFP®
Empower Financial
One-time$4,500+
Hourly$300/hr
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I help tech professionals transform their tech success into lasting wealth and security. I specialize in equity compensation, advanced tax planning, a...
Ideal for
Technology Professionals • Young Professionals
Specializes in
Employee Benefits • Investments • Retirement
Desiree Kaul, CFP®, ChFC®
Kaul Financial Solutions
Hourly$250/hr
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Desiree Kaul, CFP®, ChFC®
Kaul Financial Solutions
Hourly$250/hr
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Growing up without much understanding of money management, I developed a passion for finances after navigating my own financial hiccups early in my ca...
Ideal for
Veterans/Military Personnel • Widows/Widowers
Specializes in
Tax Strategies • Investments • Retirement
Christopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/mo
One-time$3,500+
Hourly$350/hr
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Christopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/mo
One-time$3,500+
Hourly$350/hr
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I help individuals and families gain a deeper understanding of their personal finances and work collaboratively to develop a roadmap to financial inde...
Ideal for
Pre-Retirees • High Earners ($250k - $500k)
Specializes in
Investments • Budgeting • Debt & Credit
Philip Murphy, CFA, CFP®
IndiePlan™ LLC
One-time$3,000+
Hourly$300/hr
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Philip Murphy, CFA, CFP®
IndiePlan™ LLC
One-time$3,000+
Hourly$300/hr
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IndiePlan™ is an advise-only financial planning firm because we believe this model creates the best alignment with our clients' interests.
Ideal for
High Earners ($250k - $500k) • DIY Investors
Specializes in
Investments
Pre-Retirement Planning • Retirement
Dan Honsberger, CFP®
Reel Financial Planning
Monthly$350+/mo
One-time$3,500+
Hourly$350/hr
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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 Strategies • Employee Benefits • Investments
Dustin Bell
Reflective Financial
Monthly$300+/mo
One-time$1,500+
Hourly$300/hr
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Dustin Bell
Reflective Financial
Monthly$300+/mo
One-time$1,500+
Hourly$300/hr
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I'm a former CFO, COO, and Fortune 50 strategy executive who helps DIY Investors confidently take control of their financial future.
Ideal for
DIY Investors • FIRE
Specializes in
Employee Benefits • Investments • Retirement
Al Faber, CFP®, ChFC®
DIWY Financial Planning
One-time$400+
Hourly$400+/hr
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Al Faber, CFP®, ChFC®
DIWY Financial Planning
One-time$400+
Hourly$400+/hr
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Holistic planning. Hourly or flat fee. Tools, support, and expert guidance on demand with no product sales or ongoing fees.
Ideal for
High Earners ($250k - $500k) • DIY Investors
Specializes in
Estate Planning
Budgeting • Investments
Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/mo
Annual$2,400+/yr
One-time$4,400+
Hourly$425/hr
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Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/mo
Annual$2,400+/yr
One-time$4,400+
Hourly$425/hr
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I help individuals and families achieve financial peace of mind with personalized plans to help you meet your goals while enjoying life along the way!
Ideal for
Retirees • Pre-Retirees
Specializes in
Retirement • Pre-Retirement Planning • Investments
Ross Dugas, Ph.D.
Scientific Financial
Monthly$65/mo
One-time$4,000
Hourly$200/hr
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Ross Dugas, Ph.D.
Scientific Financial
Monthly$65/mo
One-time$4,000
Hourly$200/hr
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As a former engineer I enjoying working with curious investors who seek to understand. No handwaving, just data and transparency.
Ideal for
Engineers and Scientists • DIY Investors
Specializes in
Retirement • Tax Strategies • Investments
Igor Aronov, CFP®
FAR Financial
One-time$5,000+
Hourly$300/hr
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Igor Aronov, CFP®
FAR Financial
One-time$5,000+
Hourly$300/hr
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Expert and creative approach to helping clients and their families untangle complexity, build structure and make intentional financial decisions.
Ideal for
Families with Children • DIY Investors
Specializes in
Mid-Career Planning
Insurance • College Savings
Phillip Durbin
Generational Wealth Development
One-time$3,200
Hourly$150/hr
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Phillip Durbin
Generational Wealth Development
One-time$3,200
Hourly$150/hr
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I help rural and middle-income families to learn about personal finance so that they can create Generational Wealth and change their families futures....
Ideal for
Young Professionals • Farmers
Specializes in
Early Career Planning • Debt & Credit • Mid-Career Planning
Jake Stalder, CFP®
Navigate Financial Planning LLC
Monthly$170+/mo
One-time$3,200+
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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
Investments • Pre-Retirement Planning • Budgeting
Grady Moshay, MBA, Investor Advisor Representative,
Emanciparé Investment Advisors, LLC
One-time$1,950+
Hourly$199/hr
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Grady Moshay, MBA, Investor Advisor Representative,
Emanciparé Investment Advisors, LLC
One-time$1,950+
Hourly$199/hr
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Whether you are a DIY'er who needs an extra pair of eyes to stress test your already developed plan or someone who desires to have a financial plan de...
Ideal for
DIY Investors • Pre-Retirees
Specializes in
Pre-Retirement Planning • Retirement Life Planning • Investments
Amy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
One-time$2,750+
Hourly$350+/hr
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Amy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
One-time$2,750+
Hourly$350+/hr
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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
Melissa Leonard, CFP®
Cairn Financial Planning
Annual$2,500+/yr
One-time$2,500+
Hourly$250/hr
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Melissa Leonard, CFP®
Cairn Financial Planning
Annual$2,500+/yr
One-time$2,500+
Hourly$250/hr
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Balancing all aspects of life is challenging. Let us help you with the financial pieces.
Ideal for
Young Professionals • High Earners ($250k - $500k)
Specializes in
Budgeting • Employee Benefits • Investments
Scott Grissom, PhD, CFP®
Socrates Financial Planning
One-time$2,500+
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Scott Grissom, PhD, CFP®
Socrates Financial Planning
One-time$2,500+
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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