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.
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.
Meet Our Advice-Only Advisors
Advisor Directory
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Grady Moshay, Investment Advisor Representative, MBA
Emancipare' Investment Advisors, LLC
Accepting ClientsMonthly$399/moOne-time$1,499+Hourly$199/hrWhether 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 developed from scratch, I look forward to working with you to achieve your goals.
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DIY Investors • Pre-Retirees • Retirees
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.
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Non-profit professionals • Newlyweds/Couples • Families with Children
Maggie is passionate about helping her clients align their money with what they truly value.
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FIRE • Newlyweds/Couples • DIY Investors
I help tech professionals transform their tech success into lasting wealth and security. I specialize in equity compensation, advanced tax planning, and investment diversification strategies.
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Technology Professionals • Young Professionals • FIRE
Wealth Gardens is financial consulting for Ukrainians globally
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Immigrants • Technology Professionals • Families with Children
Holly Davis, CFP®, CPA
Alta Via Financial Planning
Accepting ClientsAnnual$6,000+/yrOne-time$6,500+Hourly$400/hrPlanning for families with active outdoor lifestyles who have multiple competing financial goals. Also specializes in equity compensation for tech workers.
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High Earners ($250k - $500k) • Families with Children • Technology Professionals
Michael, a CFP® from Glendale, CA, helps families achieve financial clarity with a people-first approach.
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Families with Children • Business Owners • Newlyweds/Couples
I'm an advice-only financial planner who is passionate about helping people achieve the life they dream about and feel more confident managing their money.
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DIY Investors • FIRE • Young Professionals
Hourly financial planning with no strings attached. Simply pay for the time you need when you need it.
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Technology Professionals • Young Professionals • Business Owners
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