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

  • Ty Rollins

    Ty Rollins, MBA, EA

    Ty Rollins, Inc.

    One-time$800+

    I work with clients who are near or already in retirement. My Retirement Roadmap focuses on streamlining retirement.

    Ideal for
    Retirees • Pre-Retirees
    Specializes in
    RetirementTax StrategiesInvestments
  • Brian Clarke

    Brian Clarke, CFP®, MBA

    Clarke Financial Counsel, LLC

    Hourly$325+/hr

    I provide Hourly Fee Only Comprehensive Financial Planning for Individuals and Couples Approaching Retirement.

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    Pre-Retirement PlanningInvestmentsRetirement
  • Sarah Dickenson

    Sarah Dickenson

    Abundo Wealth

    Monthly$189/mo

    My mission as a financial planner is to help people gain clarity on their finances so they can spend more time pursuing their dreams.

    Ideal for
    Artists/Creatives • Photographers
    Specializes in
    BudgetingDebt & CreditCareer Planning
  • Joe Conklin Shure

    Joe Conklin Shure, CFP®, EA

    Conklin Shure Financial

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

    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
  • Melissa Leonard

    Melissa Leonard, CFP®

    Cairn Financial Planning

    Annual$2,500+/yr
    One-time$2,500+
    Hourly$250/hr

    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
    BudgetingEmployee BenefitsInvestments
  • Desiree  Kaul

    Desiree Kaul, CFP®, ChFC®

    Kaul Financial Solutions

    Hourly$250/hr

    Growing up without much understanding of money management, I developed a passion for finances after navigating my own financial hiccups early in my ca...

    Ideal for
    Veterans/Military Personnel • Widows/Widowers
    Specializes in
    Tax StrategiesInvestmentsRetirement
  • Chris Maggio

    Chris Maggio, RICP®

    Retirement Planning Partner LLC

    One-time$1,200+
    Hourly$120/hr

    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
    InvestmentsTax Strategies
  • Eric Simonson

    Eric Simonson, CFP®, CRPC®, CLTC®

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo

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

    Ideal for
    Young Professionals • Pre-Retirees
    Specializes in
    Pre-Retirement Planning
    Early Career PlanningDebt & Credit
  • 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
  • Praveen Krishnamurthy
    One-time$4,500+
    Hourly$300/hr

    I help tech professionals transform their tech success into lasting wealth and security. I specialize in equity compensation, advanced tax planning, a...

    Ideal for
    Technology Professionals • Young Professionals
    Specializes in
    Employee BenefitsInvestmentsRetirement
  • Lisa Eaton

    Lisa Eaton, MS, DPT

    Firm Footing Financial Planning

    Hourly$250+/hr

    I am a financial planner passionate about providing affordable access to financial advice to all people.

    Ideal for
    Healthcare Workers • Business Owners
    Specializes in
    BudgetingDebt & CreditCareer Planning
  • Maggie Klokkenga

    Maggie Klokkenga, CFP®, AFC®

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo

    Maggie is passionate about helping her clients align their money with what they truly value.

    Ideal for
    FIRE • Newlyweds/Couples
    Specializes in
    Tax Strategies
    BudgetingPre-Retirement Planning
  • Dan Honsberger

    Dan Honsberger, CFP®

    Reel Financial Planning

    Monthly$350+/mo
    One-time$3,500+
    Hourly$350/hr

    I specialize in navigating complex financial situations with clarity and confidence. I invest a substantial amount of time to fully understand each c...

    Ideal for
    Families with Children • Young Professionals
    Specializes in
    Tax StrategiesEmployee BenefitsInvestments
  • Chris Williams

    Chris Williams, CPA

    Inceptive Financial

    Monthly$125/mo
    Quarterly$225/qtr
    Annual$525/yr
    One-time$695+

    I am the founder of Inceptive Financial and the solo planner; specializing in preparing comprehensive financial plans for a fixed fee.

    Ideal for
    High Earners ($250k - $500k) • Families with Children
    Specializes in
    Pre-Retirement Planning
    InvestmentsCollege Savings
  • Rupa Pereira
    Monthly$150+/mo
    Quarterly$300+/qtr
    Annual$1,000+/yr
    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
  • Jill Raderstorf

    Jill Raderstorf, MBA

    Aptus Financial

    Monthly$193/mo
    Annual$1,160/yr
    One-time$3,480

    Jill Raderstorf is a financial planner at Aptus Financial, an advice only financial planning firm that helps people invest on their own. She is dedic...

    Ideal for
    Medical Professionals • High Earners ($250k - $500k)
    Specializes in
    RetirementEarly Career PlanningMid-Career Planning
  • Thomas Hendrix

    Thomas Hendrix

    Hendrix Financial Planning

    One-time$2,950
    Hourly$150/hr

    I 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 for
    DIY Investors • Veterans/Military Personnel
  • Aleksandr Fridlyand
    Annual$2,750+/yr
    One-time$2,750+
    Hourly$210/hr

    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
    BudgetingInvestmentsRetirement

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