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.

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

  • Julia Lilly
    One-time$4,000
    Hourly$250/hr

    Founder of Ryerson Financial - I partner with families and individuals to bring their financial future into focus 🔎

    Ideal for
    Families with Children • High Earners ($250k - $500k)
    Specializes in
    BudgetingInvestmentsTax Strategies
  • Kirk Reagan

    Kirk Reagan, CFP®, MQFP®, ChFC®

    High Flight Financial LLC

    One-time$2,500
    Hourly$250/hr

    I am a retired Air Force Officer. I then went to work for Vanguard in order to gain experience and earn my CFP. I started my firm to be able to better...

    Ideal for
    Veterans/Military Personnel • FIRE
    Specializes in
    InvestmentsRetirementEstate Planning
  • Keith Hensley

    Keith Hensley, CFP®

    Florida Financial Planning

    Quarterly$1,500+/qtr
    One-time$5,000+
    Hourly$300/hr

    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
    RetirementSocial SecurityPre-Retirement Planning
  • Ross Dugas

    Ross Dugas, Ph.D.

    Scientific Financial

    Monthly$65/mo
    One-time$4,000
    Hourly$200/hr

    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
    RetirementTax StrategiesInvestments
  • Daryoosh Khalilollahi

    Daryoosh Khalilollahi, CFP, RIA, MBA, MSEE

    DABK Financial Planning Services

    Hourly$250/hr

    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
  • Diane Esser

    Diane Esser, CPA, CFP®, RICP®, CEPS

    Direction Financial Management, LLC

    Not accepting clients
    Hourly$360/hr

    Diane Esser works with clients approaching retirement and already retired to ensure they obtain their best return on life.

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    RetirementSocial SecurityPre-Retirement Planning
  • Eric Smith

    Eric Smith, CFP®

    Ridge Falls Financial Planning

    Hourly$250+/hr

    Hourly, Advice Only, Pre-Retirement Financial Planning

    Ideal for
    Educators • Non-profit professionals
    Specializes in
    RetirementInvestmentsCollege Savings
  • Katherine Edwards

    Katherine Edwards, CFP®

    MainStreet Financial Planning

    Monthly$210+/mo
    Annual$2,400+/yr
    One-time$4,400+
    Hourly$425/hr

    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
    RetirementPre-Retirement PlanningInvestments
  • Megan Kiesel
    One-time$2,300+
    Hourly$175/hr

    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
    BudgetingRetirementHome Purchase
  • Stephan Shipe

    Stephan Shipe, Ph.D., CFP®, CFA

    Scholar Financial Advising

    One-time$5,000+
    Hourly$385/hr

    We help DIY investors by providing financial advice that they can implement for a flat fee.

    Ideal for
    High Net Worth • DIY Investors
    Specializes in
    InvestmentsTax StrategiesPre-Retirement Planning
  • Jim  Mahaney

    Jim Mahaney, CFP®, MSFS

    Mavericus Retirement Services

    Not accepting clients
    Annual$1,700/yr

    Jim runs a flat fee, retirement-focused firm. He is the author of two books, is a published researcher, and the holder of three patents.

    Ideal for
    Retirees • Pre-Retirees
    Specializes in
    RetirementPre-Retirement PlanningTax Strategies
  • Jenn Steliga
    Annual$6,000/yr
    One-time$2,600+

    Jenn specializes in working with those who are serious about designing and achieving their version of financial independence (FI).

    Ideal for
    FIRE • Veterans/Military Personnel
    Specializes in
    BudgetingDebt & CreditEmployee Benefits
  • Lynn Anderson
    Monthly$189/mo

    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
    BudgetingEmployee BenefitsTax Strategies
  • Kevin Lam

    Kevin Lam, CFP®, CPRS™

    Age Wisely Financial

    One-time$720+
    Hourly$360/hr

    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
  • Sarah Gerber

    Sarah Gerber, CFP®, AFC®

    Momentum Financial Planning LLC

    Monthly$349+/mo
    Quarterly$1,047+/qtr
    Annual$4,188+/yr
    One-time$949+

    Momentum helps early career professionals, couples, and young families navigate the personal financial world and gets them started on the right financ...

    Ideal for
    Young Professionals • Technology Professionals
    Specializes in
    Early Career PlanningBudgetingDebt & Credit
  • Alex Ammar

    Alex Ammar, CFP®

    Paradox Financial

    One-time$6,000
    Hourly$350/hr

    Advanced financial planning strategies for people who want to be Financially Independent & Retire Early in the next 10 years

    Ideal for
    FIRE • DIY Investors
    Specializes in
    InvestmentsRetirementEstate Planning
  • Rupa Pereira
    Quarterly$300+/qtr
    One-time$4,000+
    Hourly$200+/hr

    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 StrategiesRetirementCollege Savings
  • Dale Hershman

    Dale Hershman

    Sick Advisory Services

    Annual$2,918/yr
    One-time$918
    Hourly$300/hr

    Specialist in Biotech stocks, Healthcare Stocks, Dividend Stocks and Passive Income Author of 5 books about investing, Publisher of two financial blo...

    Ideal for
    FIRE • Business Owners
    Specializes in
    Investments
    Career PlanningInsurance

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