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

  • Kaki Perdue

    Kaki Perdue, CPA, CFP®

    Look Both Ways Financial

    One-time$6,400
    Hourly$300/hr
    View Profile

    Kaki is on a mission to help you feel safe, strong, and secure managing your own money! Check out my podcast: Look Both Ways Financial

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    RetirementTax StrategiesRetirement Life Planning
  • Jeremy Zuke

    Jeremy Zuke

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo
    View Profile

    I became a planner as a post-corporate passion career to help working professionals keep more of their money and reach financial independence faster.

    Ideal for
    Young Professionals • FIRE
    Specializes in
    Mid-Career PlanningInvestmentsPre-Retirement Planning
  • Zach Hidden

    Zach Hidden, CFP®

    Perk Planning

    Hourly$340/hr
    View Profile

    I am passionate about providing easy-to-understand financial advice by the hour. I enjoy simplifying complex situations and creating actionable plans....

    Ideal for
    DIY Investors • Business Owners
    Specializes in
    RetirementSmall BusinessPre-Retirement Planning
  • Brian Rhoads

    Brian Rhoads, CFA, EA

    Checkpoint Financial Planning, LLC

    One-time$2,450
    Hourly$350/hr
    View Profile

    I support Validators and DIYers with financial advice at personal checkpoints. Advice only, and only when needed.

    Ideal for
    DIY Investors • FIRE
    Specializes in
    InvestmentsInsuranceTax Strategies
  • Andrew Dressel

    Andrew Dressel, CFP®, CRPC®, APMA®

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo
    View Profile

    Andrew Dressel is a CFP® at Abundo Wealth, where he helps clients achieve their financial goals. He values transparency, innovation, and honesty.

    Ideal for
    Photographers • FIRE
    Specializes in
    Debt & CreditRetirementInsurance
  • Kate Wilusz

    Kate Wilusz, CFP®

    Fiat Lux Financial Planning

    One-time$6,000+
    Hourly$400/hr
    View Profile

    Kate has over twenty years of experience with financial planning, investment management, equity compensation, real estate and business management.

    Ideal for
    Women • Female Breadwinner
    Specializes in
    InvestmentsInsuranceTax Strategies
  • Joe Conklin Shure

    Joe Conklin Shure, CFP®, EA

    Conklin Shure Financial

    Monthly$320+/mo
    One-time$3,200+
    Hourly$325/hr
    View Profile

    Values-driven CFP® helping you align money with life—let’s navigate this late-capitalist hellscape together 🔥

    Ideal for
    Technology Professionals • Non-profit professionals
    Specializes in
    Budgeting
    Career PlanningTax Strategies
  • Chris Reddick

    Chris Reddick, CFP®, EA

    Chris Reddick Financial Planning, LLC

    Monthly$150/mo
    Hourly$200/hr
    View Profile

    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
    InvestmentsTax StrategiesRetirement Life Planning
  • Philip Murphy
    One-time$3,000+
    Hourly$300/hr
    View Profile

    IndiePlan™ is an advise-only financial planning firm because we believe this model creates the best alignment with our clients' interests.

    Ideal for
    High Earners ($250k - $500k) • DIY Investors
    Specializes in
    Investments
    Pre-Retirement PlanningRetirement
  • Daryoosh Khalilollahi

    Daryoosh Khalilollahi, CFP, RIA, MBA, MSEE

    DABK Financial Planning Services

    Hourly$250/hr
    View Profile

    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
  • DJ Jack

    DJ Jack

    Abundo Wealth

    Monthly$189/mo
    View Profile

    On a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!

    Ideal for
    FIRE • Young Professionals
    Specializes in
    Debt & Credit
    BudgetingInvestments
  • Chad Gammon

    Chad Gammon, CFP®, RICP®, EA, MBA

    Custom Fit Financial LLC

    Monthly$159+/mo
    One-time$2,250+
    Hourly$180/hr
    View Profile

    I help DIY pre-retirees, engineers, and educators make clear, tax-smart decisions and build a retirement they feel truly ready for.

    Ideal for
    DIY Investors • Pre-Retirees
    Specializes in
    Tax Strategies
    Pre-Retirement Planning
    Career Planning
  • Riki Cooke

    Riki Cooke, CFP®

    Abundo Wealth

    Monthly$189/mo
    View Profile

    On a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!

    Ideal for
    Travelers • Newlyweds/Couples
    Specializes in
    Employee BenefitsRetirementEarly Career Planning
  • Chandler Fugate-Laus
    One-time$2,800+
    View Profile

    Comprehensive planning meets burnout recovery: I help Millennials position their money to quit the hamster wheel and start living better, now.

    Ideal for
    Women • Technology Professionals
    Specializes in
    Mid-Career Planning
    Home PurchaseBudgeting
  • Aleksandr Fridlyand
    Annual$3,500+/yr
    One-time$3,500+
    Hourly$210/hr
    View Profile

    As a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), Alex combines deep technical knowledge with strategic insight to delive...

    Ideal for
    Retirees • Pre-Retirees
    Specializes in
    Retirement
    InvestmentsTax Strategies
  • Lynn Anderson
    Monthly$189/mo
    View Profile

    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 Dunford

    Kevin Dunford, CFP®, EA

    Better World Planning

    Monthly$350/mo
    One-time$4,000
    Hourly$250/hr
    View Profile

    Fee-only fiduciary planner (CFP®, EA, CPT) guiding clients through comprehensive financial, tax, and wellness strategies.

    Ideal for
    Families with Children • Fitness/Wellness Enthusiasts
    Specializes in
    InvestmentsEstate PlanningTax Strategies
  • Rupa Pereira
    Monthly$150/mo
    Quarterly$125/qtr
    Annual$1,200/yr
    One-time$4,500+
    Hourly$250+/hr
    View Profile

    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 StrategiesCollege SavingsPre-Retirement Planning

Need Help Finding the Right Advisor?

Answer a few questions to help us understand your needs and find advisors who specialize in helping clients like you. (No email required)

Question 1 of 5

I'm looking for this kind of relationship with an advisor...