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
Thomas Hendrix
Hendrix Financial Planning
One-time$2,950Hourly$150/hrI 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 forDIY Investors • Veterans/Military Personnel
Adam Coleman, CRPC®, AFC®, CDLP®
Nectarine
Monthly$400/moQuarterly$400/qtrAnnual$4,800/yrOne-time$3,500+Hourly$400/hrAdam Coleman, CRPC®, AFC®, CDLP®
Nectarine
Monthly$400/moQuarterly$400/qtrAnnual$4,800/yrOne-time$3,500+Hourly$400/hrHourly fiduciary planner empowering DIY investors to take control of their money with clear, unbiased financial guidance.
Ideal forPre-Retirees • FIRESpecializes inPre-Retirement PlanningInvestments • Retirement
Rupa Pereira, CFP®,EA,CSLP®
FWJ Planning
Monthly$150/moQuarterly$125/qtrAnnual$1,200/yrOne-time$4,500+Hourly$250+/hrRupa Pereira, CFP®,EA,CSLP®
FWJ Planning
Monthly$150/moQuarterly$125/qtrAnnual$1,200/yrOne-time$4,500+Hourly$250+/hrI offer 'Tax-Optimal' financial planning for young families, women-led households and those with cross-border sensitivities - through hourly and compr...
Ideal forCross-Border • Female BreadwinnerSpecializes inTax Strategies • College Savings • Pre-Retirement Planning
Aleksandr Fridlyand, CFP®, CPA
Technos Financial
One-time$3,750+Hourly$250/hrAs a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), Alex combines deep technical knowledge with strategic insight to delive...
Ideal forRetirees • Pre-RetireesSpecializes inRetirementInvestments • Tax Strategies
Nick Booth, CFP®, CDAA
Nine Inning Finance
Annual$3,000/yrOne-time$3,600+Hourly$300/hrI love working with: 1) Those approaching retirement 2) Millennials seeking help planning for life events while striking a balance with saving for ret...
Ideal forPre-Retirees • Young ProfessionalsSpecializes inPre-Retirement Planning • Investments • Tax Strategies
Jon Luskin, CFP®
JonLuskin.com
One-time$4,695Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary specializing in hourly advice to do-it-yourself i...
Ideal forDIY Investors • RetireesSpecializes inInvestmentsRetirement • Pre-Retirement Planning
Kate Wilusz, CFP®
Fiat Lux Financial Planning
One-time$6,000+Hourly$400/hrKate has over twenty years of experience with financial planning, investment management, equity compensation, real estate and business management.
Ideal forWomen • Female BreadwinnerSpecializes inInvestments • Insurance • Tax Strategies
Krystal Fortner, CFP®
Krystal Fortner
One-time$4,800+Hourly$350/hrNo nonsense, advice-only planner who dreams of everyone having a financial plan.
Ideal forDIY Investors • Fitness/Wellness EnthusiastsSpecializes inTax StrategiesPre-Retirement PlanningRetirement
Sara Young, CFP®
Live and Give Financial
Annual$3,600+/yrOne-time$4,500Hourly$350/hrI guide physicians and healthcare professionals with tax-smart, values-centered planning built through open, collaborative conversations.
Ideal forMedical Professionals • Healthcare WorkersSpecializes inTax StrategiesPre-Retirement Planning • College Savings
Bob Buehler, CPA, ChFC®
FirstTen Financial
Quarterly$500+/qtrOne-time$2,000+I specialize in helping new retirees navigate the initial years of their retirement
Ideal forRetirees • Pre-RetireesSpecializes inRetirementTax Strategies • Social Security
Kaki Perdue, CPA, CFP®
Look Both Ways Financial
One-time$6,400Hourly$300/hrKaki 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 forPre-Retirees • RetireesSpecializes inRetirement • Tax Strategies • Retirement Life Planning
Monthly$189/moNot accepting clientsMaggie is passionate about helping her clients align their money with what they truly value.
Ideal forFIRE • Newlyweds/CouplesSpecializes inTax StrategiesBudgeting • Pre-Retirement Planning
Keith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtrOne-time$5,000+Hourly$300/hrKeith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtrOne-time$5,000+Hourly$300/hrI 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 forPre-Retirees • RetireesSpecializes inRetirement • Social Security • Pre-Retirement Planning
Tim Melia, CFP®, MBA
Embolden Financial Planning LLC
Hourly$350/hrBE EMBOLDENED. Let’s work together to create a plan to achieve your financial goals and find the answers to your important money questions.
Ideal forPre-Retirees • RetireesSpecializes inTax StrategiesRetirement Life PlanningReal Estate
Monthly$189/moNot accepting clientsAndrew Dressel is a CFP® at Abundo Wealth, where he helps clients achieve their financial goals. He values transparency, innovation, and honesty.
Ideal forPhotographers • FIRESpecializes inDebt & Credit • Retirement • Insurance
Desiree Kaul, CFP®, ChFC®
Kaul Financial Solutions
Monthly$200/moOne-time$750+Hourly$250/hrDesiree Kaul, CFP®, ChFC®
Kaul Financial Solutions
Monthly$200/moOne-time$750+Hourly$250/hrFinances should be personal. I enjoy helping others find financial wellness that reflects their values and beliefs.
Ideal forVeterans/Military Personnel • Government EmployeesSpecializes inTax StrategiesSmall Business • Pre-Retirement Planning
John Bell, CFP®
Free State Financial Planning
Quarterly$750/qtrAnnual$3,000/yrOne-time$3,000+Hourly$400/hrJohn Bell, CFP®
Free State Financial Planning
Quarterly$750/qtrAnnual$3,000/yrOne-time$3,000+Hourly$400/hrServing families with a focus on comprehensive financial planning. For those that want more limited engagements I also offer hourly planning.
Ideal forDIY Investors • Pre-RetireesSpecializes inPre-Retirement Planning • Retirement • Tax Strategies
Megan Kiesel, CFP®
Livelihood
One-time$2,300+Hourly$175/hrAt 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 forNon-profit professionals • Newlyweds/CouplesSpecializes inBudgeting • Retirement • Home Purchase
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