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

  • Josh Gallogly

    Josh Gallogly, CFP®, EA

    Milestones Financial, LLC

    One-time$2,490+
    Hourly$249/hr

    I serve clients by providing flat-fee and hourly financial advice on things like reducing their tax bill, investing smarter, and retirement income.

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    Retirement
    Pre-Retirement Planning
    Investments
  • Michael Rodriguez

    Michael Rodriguez, CFP®

    Equanimity Wealth

    Monthly$169/mo
    One-time$299
    Hourly$175/hr

    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 & CreditEmployee BenefitsInvestments
  • Stephan Shipe

    Stephan Shipe, Ph.D., CFP®, CFA

    Scholar Financial Advising

    One-time$5,000+
    Hourly$385/hr

    We help DIY investors by providing financial advice that they can implement for a flat fee.

    Ideal for
    High Net Worth • DIY Investors
    Specializes in
    InvestmentsTax StrategiesPre-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+

    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
  • Holly Donaldson

    Holly Donaldson, CFP®, MBA, MA

    Step by Step for DIY Investors

    One-time$2,765+
    Hourly$395+/hr

    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
  • Chad Gammon

    Chad Gammon, CFP®, RICP®, EA, MBA

    Custom Fit Financial LLC

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

    I help individuals and families make confident financial decisions with a focus on retirement and tax planning. Through personalized, objective guidan...

    Ideal for
    Pre-Retirees • DIY Investors
    Specializes in
    Retirement
    BudgetingInvestments
  • 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
  • Patrick Bourbon

    Patrick Bourbon, CFA, CFP®

    Bourbon Financial Management

    Monthly$500+/mo

    Patrick is your personal Chief Financial Officer. His main goal is to give you the best tools possible to improve your financial decisions.

    Ideal for
    Business Owners • High Net Worth
    Specializes in
    Tax StrategiesInvestmentsRetirement
  • Kevin Burkle

    Kevin Burkle, CFP®

    HCP Wealth Planning

    One-time$2,400+

    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
  • 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
  • Christopher Lazzaro

    Christopher Lazzaro, ChFC®, RICP®

    Plan For It Financial, LLC

    Monthly$400+/mo
    One-time$3,500+
    Hourly$350/hr

    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
    InvestmentsBudgetingDebt & Credit
  • Kirk Reagan

    Kirk Reagan, CFP®, MQFP®, ChFC®

    High Flight Financial LLC

    One-time$2,500
    Hourly$250/hr

    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
    InvestmentsRetirementEstate Planning
  • Dustin Bell

    Dustin Bell

    Reflective Financial

    Monthly$300+/mo
    One-time$1,500+
    Hourly$300/hr

    I'm a former CFO, COO, and Fortune 50 strategy executive who helps DIY Investors confidently take control of their financial future.

    Ideal for
    DIY Investors • FIRE
    Specializes in
    Employee BenefitsInvestmentsRetirement
  • 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
  • Igor Aronov

    Igor Aronov, CFP®

    FAR Financial

    One-time$5,000+
    Hourly$300/hr

    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
    InsuranceCollege Savings
  • Brian Rhoads

    Brian Rhoads, CFA, EA

    Checkpoint Financial Planning, LLC

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

    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
  • Grady Moshay

    Grady Moshay, MBA, Investor Advisor Representative,

    Emanciparé Investment Advisors, LLC

    One-time$1,950+
    Hourly$199/hr

    Whether you are a DIY'er who needs an extra pair of eyes to stress test your already developed plan or someone who desires to have a financial plan de...

    Ideal for
    DIY Investors • Pre-Retirees
    Specializes in
    Pre-Retirement PlanningRetirement Life PlanningInvestments
  • Al Faber

    Al Faber, CFP®, ChFC®

    DIWY Financial Planning

    One-time$400+
    Hourly$400+/hr

    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
    BudgetingInvestments

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