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.

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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

Explore Launch Package

Meet Our Advice-Only Advisors

Advisor Directory

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Keith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtr
One-time$5,000+
Hourly$300/hr
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Keith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtr
One-time$5,000+
Hourly$300/hr
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I 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 for
Pre-Retirees • Retirees
Specializes in
Retirement • Social Security • Pre-Retirement Planning
Carmetta Joyner, CFP®
Joyner Financial Planning
One-time$3,000
Hourly$300+/hr
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Carmetta Joyner, CFP®
Joyner Financial Planning
One-time$3,000
Hourly$300+/hr
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Helping first-generation professionals organize & optimize their financial lives to feel confident about their finances & future!
Ideal for
Young Professionals • Female Breadwinner
Specializes in
Budgeting • Debt & Credit • Employee Benefits
Chris Reddick, CFP®, EA
Chris Reddick Financial Planning, LLC
Monthly$150/mo
Hourly$200/hr
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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
Investments • Tax Strategies • Retirement Life Planning
John Bell, CFP®
Free State Financial Planning
Annual$3,000/yr
One-time$6,000
Hourly$400/hr
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John Bell, CFP®
Free State Financial Planning
Annual$3,000/yr
One-time$6,000
Hourly$400/hr
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Serving families with a focus on comprehensive ongoing financial planning. For those that want more limited engagements I also offer hourly/project p...
Ideal for
DIY Investors • Pre-Retirees
Specializes in
Pre-Retirement Planning • Retirement • Tax Strategies
Kevin Lam, CFP®, CPRS™
Age Wisely Financial
One-time$720+
Hourly$360/hr
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Kevin Lam, CFP®, CPRS™
Age Wisely Financial
One-time$720+
Hourly$360/hr
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I specialize in helping my fellow seniors age 60+ navigate challenges with retirement income, asset protection, safety, health, and legacy planning.
Ideal for
Retirees • Pre-Retirees
Specializes in
Retirement
Retirement Life Planning
Pre-Retirement Planning
Steven Fox, CFP®, EA
AdviceOnly
Hourly$300/hr
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Steven Fox, CFP®, EA
AdviceOnly
Hourly$300/hr
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Helping financial planners give advice, not sales pitches!
Ideal for
Young Professionals • Families with Children
Specializes in
Tax Strategies • Budgeting • Debt & Credit
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
Lynn Anderson, CFP®
Abundo Wealth
Monthly$189/mo
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Lynn Anderson, CFP®
Abundo Wealth
Monthly$189/mo
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Empowering clients with clear, unbiased financial advice—because money shouldn’t be scary, boring, or stand between you and the life you actually want...
Ideal for
Women • Young Professionals
Specializes in
Budgeting • Employee Benefits • Tax Strategies
Megan Kiesel, CFP®
Livelihood
One-time$2,300+
Hourly$175/hr
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Megan Kiesel, CFP®
Livelihood
One-time$2,300+
Hourly$175/hr
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At Livelihood we work with early- and mid-career clients who are looking to balance a joyful and meaningful life with long-term financial stability.
Ideal for
Non-profit professionals • Newlyweds/Couples
Specializes in
Budgeting • Retirement • Home Purchase
Kelly Palmer, CFA, CFP®
The Wealthy Parent
Monthly$750/mo
One-time$4,950
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Kelly Palmer, CFA, CFP®
The Wealthy Parent
Monthly$750/mo
One-time$4,950
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I help millennial families with equity compensation enjoy life now and feel confident about the future.
Ideal for
Families with Children • FIRE
Specializes in
Investments
Mid-Career Planning
Employee Benefits
Eric Smith, CFP®
Ridge Falls Financial Planning
Hourly$250+/hr
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Eric Smith, CFP®
Ridge Falls Financial Planning
Hourly$250+/hr
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Hourly, Advice Only, Pre-Retirement Financial Planning
Ideal for
Educators • Non-profit professionals
Specializes in
Retirement • Investments • College Savings
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
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
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
Andrew Kleinberg, CFP®, CFA
Grand Central Financial Planning
One-time$3,250
Hourly$400/hr
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Andrew Kleinberg, CFP®, CFA
Grand Central Financial Planning
One-time$3,250
Hourly$400/hr
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Investment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.
Ideal for
Families with Children • Individual
Specializes in
Investments • Tax Strategies • Employee Benefits
Brian Rhoads, CFA, EA
Checkpoint Financial Planning, LLC
One-time$2,450
Hourly$350/hr
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Brian Rhoads, CFA, EA
Checkpoint Financial Planning, LLC
One-time$2,450
Hourly$350/hr
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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
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
David Barfield, CFP®
Datapoint Financial Planning, LLC
Hourly$300/hr
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David Barfield, CFP®
Datapoint Financial Planning, LLC
Hourly$300/hr
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Hourly financial planning with no strings attached. Simply pay for the time you need when you need it.
Ideal for
Technology Professionals • Young Professionals
Specializes in
Employee Benefits • Investments • Retirement