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.

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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.

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Are you interested in launching an Advice‑Only practice?

Templates and compliance support
Education and coaching
6 months of membership included

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Meet Our Advice-Only Advisors

Advisor Directory

Try filtering to find your perfect match

Avanti Shetye, MBA, CFA, CFP®
Wealthwyzr, LLC
Quarterly$1,200+/qtr
One-time$7,500+
Hourly$500/hr
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Avanti Shetye, MBA, CFA, CFP®
Wealthwyzr, LLC
Quarterly$1,200+/qtr
One-time$7,500+
Hourly$500/hr
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Advice-only financial planner helping you make smart, informed financial decisions with confidence.
Ideal for
DIY Investors • High Net Worth
Specializes in
Investments • Retirement • Tax Strategies
Sara Young, CFP®
Live and Give Financial
Annual$3,600+/yr
One-time$4,500
Hourly$350/hr
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Sara Young, CFP®
Live and Give Financial
Annual$3,600+/yr
One-time$4,500
Hourly$350/hr
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I guide physicians and healthcare professionals with tax-smart, values-centered planning built through open, collaborative conversations.
Ideal for
Medical Professionals • Healthcare Workers
Specializes in
Tax Strategies
Pre-Retirement Planning • College Savings
Carmetta Joyner, CFP®
Joyner Financial Planning
One-time$3,000
Hourly$300+/hr
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Carmetta Joyner, CFP®
Joyner Financial Planning
One-time$3,000
Hourly$300+/hr
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Helping first-generation professionals organize & optimize their financial lives to feel confident about their finances & future!
Ideal for
Young Professionals • Female Breadwinner
Specializes in
Budgeting • Debt & Credit • Employee Benefits
Sarah Gerber, CFP®, AFC®
Momentum Financial Planning LLC
Monthly$349+/mo
Quarterly$1,047+/qtr
Annual$4,188+/yr
One-time$949+
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Sarah Gerber, CFP®, AFC®
Momentum Financial Planning LLC
Monthly$349+/mo
Quarterly$1,047+/qtr
Annual$4,188+/yr
One-time$949+
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Momentum helps newlywed couples, young families, and early-career individuals build their financial foundation and make the most of their money.
Ideal for
Newlyweds/Couples • Technology Professionals
Specializes in
Budgeting • Early Career Planning • Mid-Career Planning
Eric Smith, CFP®
Ridge Falls Financial Planning
Hourly$250+/hr
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Eric Smith, CFP®
Ridge Falls Financial Planning
Hourly$250+/hr
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Hourly, Advice Only, Pre-Retirement Financial Planning
Ideal for
Educators • Non-profit professionals
Specializes in
Retirement • Investments • College Savings
Melissa Leonard, CFP®
Cairn Financial Planning
Annual$2,500+/yr
One-time$2,500+
Hourly$250/hr
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Melissa Leonard, CFP®
Cairn Financial Planning
Annual$2,500+/yr
One-time$2,500+
Hourly$250/hr
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Balancing all aspects of life is challenging. Let us help you with the financial pieces.
Ideal for
Young Professionals • High Earners ($250k - $500k)
Specializes in
Budgeting • Employee Benefits • Investments
Alex Ammar, CFP®
Paradox Financial
One-time$6,000
Hourly$350/hr
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Alex Ammar, CFP®
Paradox Financial
One-time$6,000
Hourly$350/hr
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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
Investments • Retirement • Estate Planning
Lorne Abramson, CFA, CFP®, EA, MBA
Abramson Financial Planning, LLC
Not accepting clients
One-time$1,600+
Hourly$320/hr
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Not accepting clients
Lorne Abramson, CFA, CFP®, EA, MBA
Abramson Financial Planning, LLC
Not accepting clients
One-time$1,600+
Hourly$320/hr
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Flat project fee and hourly planner with over 30 years of industry experience. Credentials: CFA, CFP®, EA and MBA (Wharton). Specializes in advising...
Ideal for
Pre-Retirees • Retirees
Specializes in
Investments • Retirement • Tax Strategies
Scott Grissom, PhD, CFP®
Socrates Financial Planning
One-time$2,500+
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Scott Grissom, PhD, CFP®
Socrates Financial Planning
One-time$2,500+
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I was a college professor for many years and now I teach couples how to approach retirement with confidence.
Ideal for
Educators • DIY Investors
Specializes in
Pre-Retirement Planning
Budgeting • Investments
Bill Hines, Investment Advisor Representative, Financial Planner
Emanciparé Financial Planning
Monthly$399+/mo
One-time$399+
Hourly$199/hr
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Bill Hines, Investment Advisor Representative, Financial Planner
Emanciparé Financial Planning
Monthly$399+/mo
One-time$399+
Hourly$199/hr
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We help clients build a lifetime financial roadmap (plan) using tools available to consumers. We teach how to maintain it and interpret the results.
Ideal for
DIY Investors • FIRE
Specializes in
Retirement
Pre-Retirement Planning
Retirement Life Planning
Nancy Doyle, CFA, CFT
Manage Your Financial Life
Hourly$250/hr
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Nancy Doyle, CFA, CFT
Manage Your Financial Life
Hourly$250/hr
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It is time to get your financial house in order. As an advice-only hourly planner, I help women become more knowledgeable and engaged in their financi...
Ideal for
Women • Divorced Individuals
Specializes in
Investments • Retirement Life Planning • Pre-Retirement Planning
Chad Gammon, CFP®, RICP®, EA, MBA
Custom Fit Financial LLC
Monthly$250/mo
Quarterly$750/qtr
Annual$3,000/yr
One-time$3,000
Hourly$200/hr
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Chad Gammon, CFP®, RICP®, EA, MBA
Custom Fit Financial LLC
Monthly$250/mo
Quarterly$750/qtr
Annual$3,000/yr
One-time$3,000
Hourly$200/hr
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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
Retirement
Pre-Retirement Planning
Tax Strategies
Lynn Anderson, CFP®
Abundo Wealth
Monthly$189/mo
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Lynn Anderson, CFP®
Abundo Wealth
Monthly$189/mo
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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
Budgeting • Employee Benefits • Tax Strategies
Chris Maggio, RICP®
Retirement Planning Partner LLC
One-time$1,833+
Hourly$150/hr
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Chris Maggio, RICP®
Retirement Planning Partner LLC
One-time$1,833+
Hourly$150/hr
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I specialize in retirement planning, earning the Retirement Income Certified Professional (RICP®) designation to provide expert guidance in this compl...
Ideal for
Pre-Retirees • Retirees
Specializes in
Retirement
Investments • Tax Strategies
Daryoosh Khalilollahi, CFP, RIA, MBA, MSEE
DABK Financial Planning Services
Hourly$250/hr
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Daryoosh Khalilollahi, CFP, RIA, MBA, MSEE
DABK Financial Planning Services
Hourly$250/hr
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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
Investments • Retirement • Tax Strategies
Zach Hidden, CFP®
Perk Planning
Hourly$340/hr
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Zach Hidden, CFP®
Perk Planning
Hourly$340/hr
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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
Retirement • Small Business • Pre-Retirement Planning
Lisa Eaton, MS, DPT
Firm Footing Financial Planning
Hourly$250+/hr
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Lisa Eaton, MS, DPT
Firm Footing Financial Planning
Hourly$250+/hr
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I am a financial planner passionate about providing affordable access to financial advice to all people.
Ideal for
Healthcare Workers • Business Owners
Specializes in
Budgeting • Debt & Credit • Career Planning
Joe Conklin Shure, CFP®, EA
Conklin Shure Financial
Monthly$320+/mo
One-time$3,200+
Hourly$325/hr
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Joe Conklin Shure, CFP®, EA
Conklin Shure Financial
Monthly$320+/mo
One-time$3,200+
Hourly$325/hr
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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 Planning • Tax Strategies