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
Christopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/moOne-time$3,500+Hourly$350/hrChristopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/moOne-time$3,500+Hourly$350/hrI help individuals and families gain a deeper understanding of their personal finances and work collaboratively to develop a roadmap to financial inde...
Ideal forPre-Retirees • High Earners ($250k - $500k)Specializes inInvestments • Budgeting • Debt & Credit
Igor Aronov, CFP®
FAR Financial
One-time$5,000+Hourly$300/hrExpert and creative approach to helping clients and their families untangle complexity, build structure and make intentional financial decisions.
Ideal forFamilies with Children • DIY InvestorsSpecializes inMid-Career PlanningInsurance • College Savings
Zach Lundak, CFA, CFP®
Barrett FP
Hourly$300+/hrI 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 forDIY Investors • Pre-RetireesSpecializes inRetirementPre-Retirement PlanningTax Strategies
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
Mary Ann Sullivan, CFP®
395 Financial Planning
Monthly$195/moOne-time$395Hourly$295/hrWant financial independence? I teach you how to get there. I'll help you master your money—from clarifying your current state to building and implemen...
Ideal forEducators • DIY InvestorsSpecializes inEmployee BenefitsPre-Retirement Planning • Investments
Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/moAnnual$2,400+/yrOne-time$4,400+Hourly$425/hrKatherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/moAnnual$2,400+/yrOne-time$4,400+Hourly$425/hrI 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 forRetirees • Pre-RetireesSpecializes inRetirement • Pre-Retirement Planning • Investments
Andrew Kleinberg, CFP®, CFA
Grand Central Financial Planning
One-time$3,250Hourly$400/hrInvestment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.
Ideal forFamilies with Children • IndividualSpecializes inInvestments • Tax Strategies • Employee Benefits
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
Josh Gallogly, CFP®, EA
Milestones Financial, LLC
One-time$2,490+Hourly$249/hrI serve clients across the country by providing fee-only, fiduciary advice on reducing taxes, investing smarter, creating retirement income, and more.
Ideal forPre-Retirees • RetireesSpecializes inRetirementPre-Retirement PlanningInvestments
Chris Williams, CPA
Inceptive Financial
Monthly$125/moQuarterly$225/qtrAnnual$525/yrOne-time$695+Chris Williams, CPA
Inceptive Financial
Monthly$125/moQuarterly$225/qtrAnnual$525/yrOne-time$695+I am the founder of Inceptive Financial and the solo planner; specializing in preparing comprehensive financial plans for a fixed fee.
Ideal forHigh Earners ($250k - $500k) • Families with ChildrenSpecializes inPre-Retirement PlanningInvestments • College Savings
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
Michael Rodriguez, CFP®
Equanimity Wealth
Monthly$189/moOne-time$299Hourly$175/hrMichael, a CFP® from Glendale, CA, helps families achieve financial clarity with a people-first approach.
Ideal forFamilies with Children • Business OwnersSpecializes inDebt & Credit • Employee Benefits • Investments
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 StrategiesOn a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal forFIRE • Young ProfessionalsSpecializes inDebt & CreditBudgeting • Investments
Krystal Fortner, CFP®
Krystal Fortner
One-time$5,500+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
Monthly$189/moNot accepting clientsI became a planner as a post-corporate passion career to help working professionals keep more of their money and reach financial independence faster.
Ideal forYoung Professionals • FIRESpecializes inMid-Career Planning • Investments • Pre-Retirement Planning
Avanti Shetye, MBA, CFA, CFP®
Wealthwyzr, LLC
Quarterly$1,200+/qtrOne-time$7,500+Hourly$500/hrAvanti Shetye, MBA, CFA, CFP®
Wealthwyzr, LLC
Quarterly$1,200+/qtrOne-time$7,500+Hourly$500/hrAdvice-only financial planner helping you make smart, informed financial decisions with confidence.
Ideal forDIY Investors • High Net WorthSpecializes inInvestments • Retirement • Tax Strategies
Sarah Dickenson
Abundo Wealth
Monthly$189/moMy mission as a financial planner is to help people gain clarity on their finances so they can spend more time pursuing their dreams.
Ideal forArtists/Creatives • PhotographersSpecializes inBudgeting • Debt & Credit • Career Planning
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