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
Eric Smith, CFP®
Ridge Falls Financial Planning
Hourly$250+/hrHourly, Advice Only, Pre-Retirement Financial Planning
Ideal forEducators • Non-profit professionalsSpecializes inRetirement • Investments • College Savings
Shannon Fleener, CFP®
Sage Financial
Monthly$200+/moQuarterly$600+/qtrAnnual$2,400+/yrOne-time$2,000+Hourly$300+/hrShannon Fleener, CFP®
Sage Financial
Monthly$200+/moQuarterly$600+/qtrAnnual$2,400+/yrOne-time$2,000+Hourly$300+/hrI specialize in serving First Generation Wealth Builders who want to change their financial family trees, as well as progressive professionals and inv...
Ideal forFIRE • PhilanthropistsSpecializes inBudgeting • Retirement • Home Purchase
Mike Staman, CFP®, MSPFP, CAP, AEP®
Delaware Financial Planning
Monthly$475+/moOne-time$5,000+Hourly$400/hrMike Staman, CFP®, MSPFP, CAP, AEP®
Delaware Financial Planning
Monthly$475+/moOne-time$5,000+Hourly$400/hrServing mid- to late-stage corporate and non-profit professionals, I believe in the value of ongoing planning but can also work on a project basis.
Ideal forPre-Retirees • High Earners ($250k - $500k)Specializes inTax Strategies • Pre-Retirement Planning • Retirement
Chad Gammon, CFP®, EA, MBA
Custom Fit Financial LLC
Monthly$159+/moOne-time$2,250+Hourly$180/hrChad Gammon, CFP®, EA, MBA
Custom Fit Financial LLC
Monthly$159+/moOne-time$2,250+Hourly$180/hrI help individuals and families make confident financial decisions with a focus on retirement and tax planning. Through personalized, objective guidan...
Ideal forPre-Retirees • DIY InvestorsSpecializes inRetirementBudgeting • Investments
John Bell, CFP®
Free State Financial Planning
Annual$3,000/yrOne-time$6,000Hourly$400/hrServing families with a focus on comprehensive ongoing financial planning. For those that want more limited engagements I also offer hourly/project p...
Ideal forDIY Investors • Pre-RetireesSpecializes inPre-Retirement Planning • Retirement • Tax Strategies
Kevin Lam, CFP®, CPRS™
Age Wisely Financial
One-time$720+Hourly$360/hrI specialize in helping my fellow seniors age 60+ navigate challenges with retirement income, asset protection, safety, health, and legacy planning.
Ideal forRetirees • Pre-RetireesSpecializes inRetirementRetirement Life PlanningPre-Retirement Planning
Michael Rodriguez, CFP®
Equanimity Wealth
Monthly$169/moOne-time$299Hourly$175/hrMichael, a CFP® from Glendale, CA, helps families achieve financial clarity with a people-first approach.
Ideal forFamilies with Children • Business OwnersSpecializes inDebt & Credit • Employee Benefits • Investments
Rupa Pereira, CFP®,EA,CSLP®
FWJ Planning
Quarterly$300+/qtrOne-time$4,000+Hourly$200+/hrI offer 'Tax-Optimal' financial planning for young families, women-led households and those with cross-border sensitivities - through hourly and compr...
Ideal forCross-Border • Female BreadwinnerSpecializes inTax Strategies • Retirement • College Savings
Ross Dugas, Ph.D.
Scientific Financial
Monthly$65/moOne-time$4,000Hourly$200/hrAs a former engineer I enjoying working with curious investors who seek to understand. No handwaving, just data and transparency.
Ideal forEngineers and Scientists • DIY InvestorsSpecializes inRetirement • Tax Strategies • Investments
Paulo Lopes, J.D.
Woodmont Financial Partners LLC
One-time$5,000+Hourly$385/hrAttorney turned financial planner offering retirement, tax, estate, and investment advice — all billed hourly, with no ongoing fees or obligations. Ju...
Ideal forDIY Investors • Pre-RetireesSpecializes inInvestments • Retirement • Estate Planning
Tim Melia, CFP®, MBA
Embolden Financial Planning LLC
Hourly$350/hrBE EMBOLDENED. Let’s work together to create a plan to achieve your financial goals and find the answers to your important money questions.
Ideal forPre-Retirees • RetireesSpecializes inTax StrategiesRetirement Life PlanningReal Estate
Josh Gallogly, CFP®, EA
Milestones Financial, LLC
One-time$2,490+Hourly$249/hrI serve clients by providing flat-fee and hourly financial advice on things like reducing their tax bill, investing smarter, and retirement income.
Ideal forPre-Retirees • RetireesSpecializes inTax StrategiesRetirement • Pre-Retirement Planning
Chris Maggio, RICP®
Retirement Planning Partner LLC
One-time$1,200+Hourly$120/hrI specialize in retirement planning, earning the Retirement Income Certified Professional (RICP®) designation to provide expert guidance in this compl...
Ideal forPre-Retirees • RetireesSpecializes inRetirementInvestments • Tax Strategies
Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/moAnnual$2,400+/yrOne-time$4,400+Hourly$425/hrKatherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/moAnnual$2,400+/yrOne-time$4,400+Hourly$425/hrI 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 forRetirees • Pre-RetireesSpecializes inRetirement • Pre-Retirement Planning • Investments
Brian Clarke, CFP®, MBA
Clarke Financial Counsel, LLC
Hourly$325+/hrI provide Hourly Fee Only Comprehensive Financial Planning for Individuals and Couples Approaching Retirement.
Ideal forPre-Retirees • RetireesSpecializes inPre-Retirement Planning • Investments • Retirement
Riki Cooke, CFP®
Abundo Wealth
Monthly$189/moOn a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal forTravelers • Newlyweds/CouplesSpecializes inEmployee Benefits • Retirement • Early Career Planning
Krystal Fortner, CFP®
Krystal Fortner
One-time$4,800+Hourly$350/hrNo nonsense, advice-only planner who dreams of everyone having a financial plan.
Ideal forDIY Investors • Fitness/Wellness EnthusiastsSpecializes inTax Strategies • Pre-Retirement Planning • Debt & Credit
Grady Moshay, MBA, Investor Advisor Representative,
Emanciparé Investment Advisors, LLC
One-time$1,499+Hourly$199/hrGrady Moshay, MBA, Investor Advisor Representative,
Emanciparé Investment Advisors, LLC
One-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 de...
Ideal forDIY Investors • Pre-RetireesSpecializes inPre-Retirement Planning • Retirement Life Planning • Investments
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