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

  • Tim Melia

    Tim Melia, CFP®, MBA

    Embolden Financial Planning LLC

    Hourly$350/hr
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    BE EMBOLDENED. Let’s work together to create a plan to achieve your financial goals and find the answers to your important money questions.

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    Tax Strategies
    Retirement Life Planning
    Real Estate
  • Kevin Burkle

    Kevin Burkle, CFP®

    HCP Wealth Planning

    One-time$2,400+
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    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
  • Brian Rhoads

    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
    InvestmentsInsuranceTax Strategies
  • Aleksandr Fridlyand
    Annual$3,500+/yr
    One-time$3,500+
    Hourly$210/hr
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    As a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), Alex combines deep technical knowledge with strategic insight to delive...

    Ideal for
    Retirees • Pre-Retirees
    Specializes in
    Retirement
    InvestmentsTax Strategies
  • Kevin Estes
    Hourly$250/hr
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    Hourly financial planner helping tech professionals and families live their best lives.

    Ideal for
    Technology Professionals • FIRE
    Specializes in
    RetirementTax StrategiesBudgeting
  • Alex Ammar

    Alex Ammar, CFP®

    Paradox Financial

    One-time$6,000
    Hourly$350/hr
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    Advanced financial planning strategies for people who want to be Financially Independent & Retire Early in the next 10 years

    Ideal for
    FIRE • DIY Investors
    Specializes in
    InvestmentsRetirementEstate Planning
  • Chris Maggio

    Chris Maggio, RICP®

    Retirement Planning Partner LLC

    One-time$1,200+
    Hourly$120/hr
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    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
  • Julia Lilly
    One-time$4,000
    Hourly$250/hr
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    Founder of Ryerson Financial - I partner with families and individuals to bring their financial future into focus 🔎

    Ideal for
    Families with Children • High Earners ($250k - $500k)
    Specializes in
    BudgetingInvestmentsTax Strategies
  • Jeremy Zuke

    Jeremy Zuke

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo
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    I became a planner as a post-corporate passion career to help working professionals keep more of their money and reach financial independence faster.

    Ideal for
    Young Professionals • FIRE
    Specializes in
    Mid-Career PlanningInvestmentsPre-Retirement Planning
  • David Barfield

    David Barfield, CFP®

    Datapoint Financial Planning, LLC

    Hourly$300/hr
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    Hourly financial planning with no strings attached. Simply pay for the time you need when you need it.

    Ideal for
    Technology Professionals • Young Professionals
    Specializes in
    Employee BenefitsInvestmentsRetirement
  • Carmetta Joyner

    Carmetta Joyner, CFP®

    Joyner Financial Planning

    One-time$3,000
    Hourly$300+/hr
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    Helping first-generation professionals organize & optimize their financial lives to feel confident about their finances & future!

    Ideal for
    Young Professionals • Female Breadwinner
    Specializes in
    BudgetingDebt & CreditEmployee Benefits
  • Audrey Emerson

    Audrey Emerson, CFP®

    Cents of Joy Financial Planning

    Monthly$200+/mo
    One-time$2,700+
    Hourly$300/hr
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    Ready for a more joyful relationship with money? Hi! I’m Audrey and I help creatives, freelancers, & DIY millennials swap money anxiety for financial...

    Ideal for
    Artists/Creatives • Newlyweds/Couples
    Specializes in
    Small BusinessBudgetingTax Strategies
  • Eric Smith

    Eric Smith, CFP®

    Ridge Falls Financial Planning

    Hourly$250+/hr
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    Hourly, Advice Only, Pre-Retirement Financial Planning

    Ideal for
    Educators • Non-profit professionals
    Specializes in
    RetirementInvestmentsCollege Savings
  • Jon Luskin

    Jon Luskin, CFP®

    JonLuskin.com

    One-time$4,695
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    Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary specializing in hourly advice to do-it-yourself i...

    Ideal for
    DIY Investors • Retirees
    Specializes in
    Investments
    RetirementPre-Retirement Planning
  • Ross Dugas

    Ross Dugas, Ph.D.

    Scientific Financial

    Monthly$65/mo
    One-time$4,000
    Hourly$200/hr
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    As a former engineer I enjoying working with curious investors who seek to understand. No handwaving, just data and transparency.

    Ideal for
    Engineers and Scientists • DIY Investors
    Specializes in
    RetirementTax StrategiesInvestments
  • Igor Aronov

    Igor Aronov, CFP®

    FAR Financial

    One-time$5,000+
    Hourly$300/hr
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    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
  • Bill Hines
    Monthly$399+/mo
    One-time$399+
    Hourly$199/hr
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    We help clients build a high-fidelity financial/retirement plan with tools available to consumers, teach how to maintain it, and interpret the results

    Ideal for
    DIY Investors • FIRE
    Specializes in
    Pre-Retirement Planning
    Retirement Life Planning
    Budgeting
  • Linda Rapisardo
    Monthly$300+/mo
    Annual$3,600+/yr
    One-time$2,500+
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    I help first-gen professionals who've had to figure it all out build financial confidence and freedom.

    Ideal for
    Families with Children • Young Professionals
    Specializes in
    BudgetingEmployee BenefitsInvestments

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