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.
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
Kevin Burkle, CFP®
HCP Wealth Planning
One-time$2,400+I am an early retirement planning expert. For a flat dollar fee, I offer one-time plans that include ongoing access to my powerful planning software.
Ideal forPre-Retirees • FIRESpecializes inTax StrategiesPre-Retirement PlanningInvestments
Christopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/moOne-time$3,500+Hourly$350/hrChristopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/moOne-time$3,500+Hourly$350/hrI help individuals and families gain a deeper understanding of their personal finances and work collaboratively to develop a roadmap to financial inde...
Ideal forPre-Retirees • High Earners ($250k - $500k)Specializes inInvestments • Budgeting • Debt & Credit
Monthly$189/moNot accepting clientsOn a mission is to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal forYoung Professionals • Pre-RetireesSpecializes inPre-Retirement PlanningEarly Career Planning • Debt & Credit
Chris Reddick, CFP®, EA
Chris Reddick Financial Planning, LLC
Monthly$150/moHourly$200/hrChris Reddick helps professionals in corporate, education, and public service careers with advice-only investment, retirement, and tax planning—offeri...
Ideal forEducators • Government EmployeesSpecializes inInvestments • Tax Strategies • Retirement Life Planning
Zach Lundak, CFA, CFP®
Barrett FP
Hourly$300+/hrI am in business because I saw too many clients that want help from an advisor, but don’t want to give up managing their investments.
Ideal forDIY Investors • Pre-RetireesSpecializes inRetirementPre-Retirement PlanningTax Strategies
Sarah Dickenson
Abundo Wealth
Monthly$189/moMy mission as a financial planner is to help people gain clarity on their finances so they can spend more time pursuing their dreams.
Ideal forArtists/Creatives • PhotographersSpecializes inBudgeting • Debt & Credit • Career Planning
One-time$1,600+Hourly$320/hrNot accepting clientsOne-time$1,600+Hourly$320/hrFlat project fee and hourly planner with over 30 years of industry experience. Credentials: CFA, CFP®, EA and MBA (Wharton). Specializes in advising...
Ideal forPre-Retirees • RetireesSpecializes inInvestments • Retirement • Tax Strategies
Monthly$189/moNot accepting clientsI became a planner as a post-corporate passion career to help working professionals keep more of their money and reach financial independence faster.
Ideal forYoung Professionals • FIRESpecializes inMid-Career Planning • Investments • Pre-Retirement Planning
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
Aleksandr Fridlyand, CFP®, CPA
Technos Financial
Annual$2,750+/yrOne-time$2,750+Hourly$210/hrAleksandr Fridlyand, CFP®, CPA
Technos Financial
Annual$2,750+/yrOne-time$2,750+Hourly$210/hrAs a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), Alex combines deep technical knowledge with strategic insight to delive...
Ideal forRetirees • Pre-RetireesSpecializes inBudgeting • Investments • Retirement
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
Holly Davis, CFP®, CPA
Alta Via Financial Planning
Annual$6,000+/yrOne-time$6,500+Hourly$400/hrHolly Davis, CFP®, CPA
Alta Via Financial Planning
Annual$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 wor...
Ideal forHigh Earners ($250k - $500k) • Families with ChildrenSpecializes inInvestments • Retirement • Tax Strategies
David Barfield, CFP®
Datapoint Financial Planning, LLC
Hourly$300/hrHourly financial planning with no strings attached. Simply pay for the time you need when you need it.
Ideal forTechnology Professionals • Young ProfessionalsSpecializes inEmployee Benefits • Investments • Retirement
Kelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yrOne-time$5,000+Hourly$350/hrKelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yrOne-time$5,000+Hourly$350/hrI provide advice on an hourly, project, or ongoing basis, depending on your needs and preferences.
Specializes inInvestments • Estate Planning • Tax Strategies
Avanti Shetye, MBA, CFA, CFP®
Wealthwyzr, LLC
Quarterly$1,200+/qtrOne-time$7,500+Hourly$500/hrAvanti Shetye, MBA, CFA, CFP®
Wealthwyzr, LLC
Quarterly$1,200+/qtrOne-time$7,500+Hourly$500/hrAdvice-only financial planner helping you make smart, informed financial decisions with confidence.
Ideal forDIY Investors • High Net WorthSpecializes inInvestments • Retirement • Tax Strategies
Ashley Rittershaus, CFP®
Curious Crow Financial Planning
One-time$5,000I'm an advice-only financial planner who is passionate about helping people achieve the life they dream about and feel more confident managing their m...
Ideal forDIY Investors • FIRESpecializes inRetirementTax StrategiesBudgeting
Rupa Pereira, CFP®,EA,CSLP®
FWJ Planning
Annual$1,800+/yrOne-time$5,000+Hourly$250+/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 • Budgeting • Pre-Retirement Planning
Thomas Hendrix
Hendrix Financial Planning
One-time$2,950Hourly$150/hrI am a fee-only, advice-only financial planner who believes that financial planning is life planning. I help DIY investors develop and implement compr...
Ideal forDIY Investors • Veterans/Military Personnel
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