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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  • Holly Donaldson

    Holly Donaldson, CFP®, MBA, MA

    Step by Step for DIY Investors

    One-time$2,765+
    Hourly$395+/hr
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    With 25 years' experience, Holly collaborates with clients to navigate their own version of financial independence.

    Ideal for
    DIY Investors • Engineers and Scientists
    Specializes in
    Retirement
    Tax Strategies
    Investments
  • Christopher Lazzaro

    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
  • Michael Rodriguez

    Michael Rodriguez, CFP®

    Equanimity Wealth

    Monthly$169/mo
    One-time$299
    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
  • Kate Wilusz

    Kate Wilusz, CFP®

    Fiat Lux Financial Planning

    One-time$6,000+
    Hourly$400/hr
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    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
    Investments • Insurance • Tax Strategies
  • Philip Murphy

    Philip Murphy, CFA, CFP®

    IndiePlan™ LLC

    One-time$3,000+
    Hourly$300/hr
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    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 Planning • Retirement
  • Jill Raderstorf

    Jill Raderstorf, MBA

    Aptus Financial

    Monthly$193/mo
    Annual$1,160/yr
    One-time$3,480
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    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
    Retirement • Early Career Planning • Mid-Career Planning
  • Kaki Perdue

    Kaki Perdue, CPA, CFP®

    Look Both Ways Financial

    One-time$6,400
    Hourly$300/hr
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    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
    Retirement • Tax Strategies • Retirement Life Planning
  • Mike Halper

    Mike Halper, CFP®, SE-AWMA, CDAA, CBDA

    Strateon Intelligent Wealth

    Monthly$500/mo
    Quarterly$1,500/qtr
    Annual$6,000/yr
    One-time$7,500
    Hourly$300/hr
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    Fee-only, flat fee, fiduciary financial planning and investment advice as a one-time engagement or on an ongoing basis.

    Ideal for
    Families with Children • Individual
    Specializes in
    Cryptocurrency
    Investments • Retirement
  • Brian Rhoads

    Brian Rhoads, CFA, EA

    Checkpoint Financial Planning, LLC

    One-time$2,450
    Hourly$350/hr
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    I support Validators and DIYers with financial advice at personal checkpoints. Advice only, and only when needed.

    Ideal for
    DIY Investors • FIRE
    Specializes in
    Investments • Insurance • Tax Strategies
  • Kelly Nilsson

    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
  • Kevin Burkle

    Kevin Burkle, CFP®

    HCP Wealth Planning

    One-time$2,400+
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    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 for
    Pre-Retirees • FIRE
    Specializes in
    Tax Strategies
    Pre-Retirement Planning
    Investments
  • Melissa Leonard

    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
  • Aubrey Williams

    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
  • Kevin Dunford

    Kevin Dunford, CFP®, EA

    Better World Planning

    Monthly$350/mo
    One-time$4,000
    Hourly$250/hr
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    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
    Investments • Estate Planning • Tax Strategies
  • Aleksandr Fridlyand

    Aleksandr Fridlyand, CFP®, CPA

    Technos Financial

    Annual$2,750+/yr
    One-time$2,750+
    Hourly$210/hr
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    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
    Budgeting • Investments • Retirement
  • Keith Hensley

    Keith Hensley, CFP®

    Florida Financial Planning

    Quarterly$1,500+/qtr
    One-time$5,000+
    Hourly$300/hr
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    I help pre-retirees and retirees make informed financial choices by building/updating a plan that is clear and actionable. I have a very transparent...

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    Retirement • Social Security • Pre-Retirement Planning
  • Sarah Gerber

    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 early career professionals, couples, and young families navigate the personal financial world and gets them started on the right financ...

    Ideal for
    Newlyweds/Couples • Technology Professionals
    Specializes in
    Early Career Planning
    Mid-Career Planning
    Home Purchase
  • Linda Rapisardo

    Linda Rapisardo, CFP®

    Canela Wealth

    Monthly$300+/mo
    Annual$3,600+/yr
    One-time$2,500+
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    I help first-gen professionals who've had to figure it all out build financial confidence and freedom.

    Ideal for
    Families with Children • Young Professionals
    Specializes in
    Budgeting • Employee Benefits • Investments

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