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

Try filtering to find your perfect match

Diane Esser, CPA, CFP®, RICP®, CEPS
Direction Financial Management, LLC
Not accepting clients
Hourly$360/hr
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Not accepting clients
Diane Esser, CPA, CFP®, RICP®, CEPS
Direction Financial Management, LLC
Not accepting clients
Hourly$360/hr
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Diane Esser works with clients approaching retirement and already retired to ensure they obtain their best return on life.
Ideal for
Pre-Retirees • Retirees
Specializes in
Retirement • Social Security • Pre-Retirement Planning
Avanti Shetye, MBA, CFA, CFP®
Wealthwyzr, LLC
Quarterly$1,200+/qtr
One-time$7,500+
Hourly$500/hr
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Avanti Shetye, MBA, CFA, CFP®
Wealthwyzr, LLC
Quarterly$1,200+/qtr
One-time$7,500+
Hourly$500/hr
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Advice-only financial planner helping you make smart, informed financial decisions with confidence.
Ideal for
DIY Investors • High Net Worth
Specializes in
Investments • Retirement • Tax Strategies
Kate Wilusz, CFP®
Fiat Lux Financial Planning
One-time$6,000+
Hourly$400/hr
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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
Keith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtr
One-time$5,000+
Hourly$300/hr
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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
Scott Grissom, PhD, CFP®
Socrates Financial Planning
One-time$2,500+
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Scott Grissom, PhD, CFP®
Socrates Financial Planning
One-time$2,500+
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I was a college professor for many years and now I teach couples how to approach retirement with confidence.
Ideal for
Educators • DIY Investors
Specializes in
Pre-Retirement Planning
Budgeting • Investments
Holly Donaldson, CFP®, MBA, MA
Step by Step for DIY Investors
One-time$2,765+
Hourly$395+/hr
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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
Dale Hershman
Sick Advisory Services
Annual$2,918/yr
One-time$918
Hourly$300/hr
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Dale Hershman
Sick Advisory Services
Annual$2,918/yr
One-time$918
Hourly$300/hr
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Specialist in Biotech stocks, Healthcare Stocks, Dividend Stocks and Passive Income Author of 5 books about investing, Publisher of two financial blo...
Ideal for
FIRE • Business Owners
Specializes in
Investments
Career Planning • Insurance
Chad Gammon, CFP®, RICP®, EA, MBA
Custom Fit Financial LLC
Monthly$250/mo
Quarterly$750/qtr
Annual$3,000/yr
One-time$3,000
Hourly$200/hr
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Chad Gammon, CFP®, RICP®, EA, MBA
Custom Fit Financial LLC
Monthly$250/mo
Quarterly$750/qtr
Annual$3,000/yr
One-time$3,000
Hourly$200/hr
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I help DIY pre-retirees, engineers, and educators make clear, tax-smart decisions and build a retirement they feel truly ready for.
Ideal for
DIY Investors • Pre-Retirees
Specializes in
Retirement
Pre-Retirement Planning
Tax Strategies
Amy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
One-time$2,750+
Hourly$350+/hr
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Amy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
One-time$2,750+
Hourly$350+/hr
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Amy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning and education firm focused on women, families, and entrepreneur...
Ideal for
Women • Newlyweds/Couples
Specializes in
Investments • Employee Benefits • Retirement
Ty Rollins, MBA, EA
Ty Rollins, Inc.
One-time$800+
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Ty Rollins, MBA, EA
Ty Rollins, Inc.
One-time$800+
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I work with clients who are near or already in retirement. My Retirement Roadmap focuses on streamlining retirement.
Ideal for
Retirees • Pre-Retirees
Specializes in
Retirement • Tax Strategies • Investments
Kelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yr
One-time$5,000+
Hourly$350/hr
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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
Brian Rhoads, CFA, EA
Checkpoint Financial Planning, LLC
One-time$2,450
Hourly$350/hr
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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
Joe Conklin Shure, CFP®, EA
Conklin Shure Financial
Monthly$320+/mo
One-time$3,200+
Hourly$325/hr
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Joe Conklin Shure, CFP®, EA
Conklin Shure Financial
Monthly$320+/mo
One-time$3,200+
Hourly$325/hr
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Values-driven CFP® helping you align money with life—let’s navigate this late-capitalist hellscape together 🔥
Ideal for
Technology Professionals • Non-profit professionals
Specializes in
Budgeting
Career Planning • Tax Strategies
Desiree Kaul, CFP®, ChFC®
Kaul Financial Solutions
Monthly$200/mo
One-time$750+
Hourly$250/hr
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Desiree Kaul, CFP®, ChFC®
Kaul Financial Solutions
Monthly$200/mo
One-time$750+
Hourly$250/hr
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Finances should be personal. I enjoy helping others find financial wellness that reflects their values and beliefs.
Ideal for
Veterans/Military Personnel • Government Employees
Specializes in
Tax Strategies
Small Business • Pre-Retirement Planning
Sage Duguay
Wealthy With Intention
Annual$3,000+/yr
One-time$1,500+
Hourly$250+/hr
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Sage Duguay
Wealthy With Intention
Annual$3,000+/yr
One-time$1,500+
Hourly$250+/hr
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Chemical Engineer turned Financial Planner. I help fellow Women in STEM take control of their finances and build wealth intentionally.
Ideal for
Engineers and Scientists • DIY Investors
Specializes in
Budgeting • Early Career Planning • Investments
Bill Hines, Investment Advisor Representative, Financial Planner
Emanciparé Financial Planning
Monthly$399+/mo
One-time$399+
Hourly$199/hr
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Bill Hines, Investment Advisor Representative, Financial Planner
Emanciparé Financial Planning
Monthly$399+/mo
One-time$399+
Hourly$199/hr
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We help clients build a lifetime financial roadmap (plan) using tools available to consumers. We teach how to maintain it and interpret the results.
Ideal for
DIY Investors • FIRE
Specializes in
Retirement
Pre-Retirement Planning
Retirement Life Planning
DJ Jack
Abundo Wealth
Monthly$189/mo
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DJ Jack
Abundo Wealth
Monthly$189/mo
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On a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal for
FIRE • Young Professionals
Specializes in
Debt & Credit
Budgeting • Investments
Ashley Rittershaus, CFP®
Curious Crow Financial Planning
One-time$5,000
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Ashley Rittershaus, CFP®
Curious Crow Financial Planning
One-time$5,000
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I'm an advice-only financial planner who is passionate about helping people achieve the life they dream about and feel more confident managing their m...
Ideal for
DIY Investors • FIRE
Specializes in
Retirement
Tax Strategies
Budgeting