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

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Rupa Pereira, CFP®,EA,CSLP®
FWJ Planning
Monthly$150/mo
Quarterly$125/qtr
Annual$1,200/yr
One-time$4,500+
Hourly$250+/hr
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Rupa Pereira, CFP®,EA,CSLP®
FWJ Planning
Monthly$150/mo
Quarterly$125/qtr
Annual$1,200/yr
One-time$4,500+
Hourly$250+/hr
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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 Strategies • College Savings • Pre-Retirement Planning
Chris Reddick, CFP®, EA
Chris Reddick Financial Planning, LLC
Monthly$150/mo
Hourly$200/hr
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Chris Reddick, CFP®, EA
Chris Reddick Financial Planning, LLC
Monthly$150/mo
Hourly$200/hr
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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
Investments • Tax Strategies • Retirement Life Planning
Zach Lundak, CFA, CFP®
Barrett FP
Hourly$300+/hr
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Zach Lundak, CFA, CFP®
Barrett FP
Hourly$300+/hr
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I 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 for
DIY Investors • Pre-Retirees
Specializes in
Retirement
Pre-Retirement Planning
Tax Strategies
Kevin Estes, CFP®, CCFC, MBA
Scaled Finance, LLC
One-time$3,000+
Hourly$250/hr
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Kevin Estes, CFP®, CCFC, MBA
Scaled Finance, LLC
One-time$3,000+
Hourly$250/hr
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Hourly financial planner helping tech professionals and families live their best lives.
Ideal for
Technology Professionals • FIRE
Specializes in
Tax Strategies
Pre-Retirement Planning
Mid-Career Planning
Aubrey Williams, MS, MBA
Open Path Financial, LLC
Hourly$385/hr
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Aubrey Williams, MS, MBA
Open Path Financial, LLC
Hourly$385/hr
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Hi, I'm Aubrey and I'm here to help. Advice-only, fee-only, fiduciary 100% of the time, on the hourly model for FI/RE clients with ADHD/neurodiversity...
Ideal for
LGBTQ+ • FIRE
Specializes in
Tax Strategies • Small Business • Retirement Life Planning
Ross Dugas, Ph.D.
Scientific Financial
Monthly$65/mo
One-time$4,000
Hourly$200/hr
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Ross Dugas, Ph.D.
Scientific Financial
Monthly$65/mo
One-time$4,000
Hourly$200/hr
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As a former engineer I enjoying working with curious investors who seek to understand. No handwaving, just data and transparency.
Ideal for
Engineers and Scientists • DIY Investors
Specializes in
Retirement • Tax Strategies • Investments
Robert Tucker, CFP®, CFA
Tucker Wealth Advisory
Quarterly$750+/qtr
One-time$2,250+
Hourly$300/hr
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Robert Tucker, CFP®, CFA
Tucker Wealth Advisory
Quarterly$750+/qtr
One-time$2,250+
Hourly$300/hr
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I help individuals and families develop and implement financial plans. Experienced fiduciary, Wharton MBA, with the CFP(R) and CFA(R) designations.
Ideal for
Pre-Retirees • Retirees
Specializes in
Investments • Retirement • Tax Strategies
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
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
Chandler Fugate-Laus, CFP®
Moneyfluent
One-time$2,800+
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Chandler Fugate-Laus, CFP®
Moneyfluent
One-time$2,800+
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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 Purchase • Budgeting
Kelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yr
One-time$5,000+
Hourly$350/hr
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Kelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yr
One-time$5,000+
Hourly$350/hr
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I provide advice on an hourly, project, or ongoing basis, depending on your needs and preferences.
Specializes in
Investments • Estate Planning • Tax Strategies
Al Faber, CFP®, ChFC®
DIWY Financial Planning
One-time$400+
Hourly$400+/hr
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Al Faber, CFP®, ChFC®
DIWY Financial Planning
One-time$400+
Hourly$400+/hr
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Holistic planning. Hourly or flat fee. Tools, support, and expert guidance on demand with no product sales or ongoing fees.
Ideal for
High Earners ($250k - $500k) • DIY Investors
Specializes in
Estate Planning
Budgeting • Investments
Christopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/mo
One-time$3,500+
Hourly$350/hr
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Christopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/mo
One-time$3,500+
Hourly$350/hr
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I help individuals and families gain a deeper understanding of their personal finances and work collaboratively to develop a roadmap to financial inde...
Ideal for
Pre-Retirees • High Earners ($250k - $500k)
Specializes in
Investments • Budgeting • Debt & Credit
Igor Aronov, CFP®
FAR Financial
One-time$5,000+
Hourly$300/hr
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Igor Aronov, CFP®
FAR Financial
One-time$5,000+
Hourly$300/hr
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Expert and creative approach to helping clients and their families untangle complexity, build structure and make intentional financial decisions.
Ideal for
Families with Children • DIY Investors
Specializes in
Mid-Career Planning
Insurance • College Savings
Michael Rodriguez, CFP®
Equanimity Wealth
Monthly$199/mo
One-time$399
Hourly$175/hr
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Michael Rodriguez, CFP®
Equanimity Wealth
Monthly$199/mo
One-time$399
Hourly$175/hr
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Michael, a CFP® from Glendale, CA, helps families achieve financial clarity with a people-first approach.
Ideal for
Families with Children • Business Owners
Specializes in
Debt & Credit • Employee Benefits • Investments
Kirk Reagan, CFP®, MQFP®, ChFC®
High Flight Financial LLC
One-time$2,500
Hourly$250/hr
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Kirk Reagan, CFP®, MQFP®, ChFC®
High Flight Financial LLC
One-time$2,500
Hourly$250/hr
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I am a retired Air Force Officer. I then went to work for Vanguard in order to gain experience and earn my CFP. I started my firm to be able to better...
Ideal for
Veterans/Military Personnel • FIRE
Specializes in
Investments • Retirement • Estate Planning
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
Megan Kiesel, CFP®
Livelihood
One-time$2,300+
Hourly$175/hr
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Megan Kiesel, CFP®
Livelihood
One-time$2,300+
Hourly$175/hr
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At Livelihood we work with early- and mid-career clients who are looking to balance a joyful and meaningful life with long-term financial stability.
Ideal for
Non-profit professionals • Newlyweds/Couples
Specializes in
Budgeting • Retirement • Home Purchase