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
Kevin Lam, CFP®, CPRS™
Age Wisely Financial
One-time$720+Hourly$360/hrI specialize in helping my fellow seniors age 60+ navigate challenges with retirement income, asset protection, safety, health, and legacy planning.
Ideal forRetirees • Pre-RetireesSpecializes inRetirementRetirement Life PlanningPre-Retirement Planning
Alex Ammar, CFP®
Paradox Financial
One-time$6,000Hourly$350/hrAdvanced financial planning strategies for people who want to be Financially Independent & Retire Early in the next 10 years
Ideal forFIRE • DIY InvestorsSpecializes inInvestments • Retirement • Estate Planning
Phillip Durbin
Generational Wealth Development
One-time$3,200Hourly$150/hrI help rural and middle-income families to learn about personal finance so that they can create Generational Wealth and change their families futures....
Ideal forYoung Professionals • FarmersSpecializes inEarly Career Planning • Debt & Credit • Mid-Career Planning
Philip Murphy, CFA, CFP®
IndiePlan™ LLC
One-time$3,000+Hourly$300/hrIndiePlan™ is an advise-only financial planning firm because we believe this model creates the best alignment with our clients' interests.
Ideal forHigh Earners ($250k - $500k) • DIY InvestorsSpecializes inInvestmentsPre-Retirement Planning • Retirement
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
Sage Duguay
Wealthy With Intention
Annual$3,000+/yrOne-time$1,500+Hourly$250+/hrChemical Engineer turned Financial Planner. I help fellow Women in STEM take control of their finances and build wealth intentionally.
Ideal forEngineers and Scientists • DIY InvestorsSpecializes inBudgeting • Early Career Planning • Investments
Kirk Reagan, CFP®, MQFP®, ChFC®
High Flight Financial LLC
One-time$2,500Hourly$250/hrI 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 forVeterans/Military Personnel • FIRESpecializes inInvestments • Retirement • Estate Planning
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 clientsOn a mission is to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal forYoung Professionals • Pre-RetireesSpecializes inPre-Retirement PlanningEarly Career Planning • Debt & Credit
John Bell, CFP®
Free State Financial Planning
Annual$3,000/yrOne-time$6,000Hourly$400/hrServing families with a focus on comprehensive ongoing financial planning. For those that want more limited engagements I also offer hourly/project p...
Ideal forDIY Investors • Pre-RetireesSpecializes inPre-Retirement Planning • Retirement • Tax Strategies
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
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 StrategiesOn a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal forFIRE • Young ProfessionalsSpecializes inDebt & CreditBudgeting • Investments
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
Joe Conklin Shure, CFP®, EA
Conklin Shure Financial
Monthly$320+/moOne-time$3,200+Hourly$325/hrJoe Conklin Shure, CFP®, EA
Conklin Shure Financial
Monthly$320+/moOne-time$3,200+Hourly$325/hrValues-driven CFP® helping you align money with life—let’s navigate this late-capitalist hellscape together 🔥
Ideal forTechnology Professionals • Non-profit professionalsSpecializes inBudgetingCareer Planning • Tax Strategies
Mike Halper, CFP®, SE-AWMA, CDAA, CBDA
Strateon Intelligent Wealth
Monthly$500/moQuarterly$1,500/qtrAnnual$6,000/yrOne-time$7,500Hourly$375/hrMike Halper, CFP®, SE-AWMA, CDAA, CBDA
Strateon Intelligent Wealth
Monthly$500/moQuarterly$1,500/qtrAnnual$6,000/yrOne-time$7,500Hourly$375/hrFlat-fee fiduciary planner. Transform your complex finances into an actionable, comprehensive strategy to achieve financial independence and wealth.
Ideal forDIY Investors • High Earners ($250k - $500k)Specializes inCryptocurrencyRetirement • Tax Strategies
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 forPre-Retirees • FIRESpecializes inTax StrategiesPre-Retirement PlanningInvestments
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
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