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
Ty Rollins, MBA, EA
Ty Rollins, Inc.
One-time$800+I work with clients who are near or already in retirement. My Retirement Roadmap focuses on streamlining retirement.
Ideal forRetirees • Pre-RetireesSpecializes inRetirement • Tax Strategies • Investments
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
Jorge Soriano, CFP®
Financial Optimist
Monthly$325+/moOne-time$3,200+Hourly$360/hrJorge loves to work with young families that are intentional about early retirement and tax optimization. He loves to educate and offer clarity to wha...
Ideal forFIRE • Business OwnersSpecializes inRetirement • Tax Strategies • Small Business
Chad Gammon, CFP®, RICP®, EA, MBA
Custom Fit Financial LLC
Monthly$159+/moOne-time$2,250+Hourly$180/hrChad Gammon, CFP®, RICP®, EA, MBA
Custom Fit Financial LLC
Monthly$159+/moOne-time$2,250+Hourly$180/hrI help DIY pre-retirees, engineers, and educators make clear, tax-smart decisions and build a retirement they feel truly ready for.
Ideal forDIY Investors • Pre-RetireesSpecializes inTax StrategiesPre-Retirement PlanningCareer Planning
Carmetta Joyner, CFP®
Joyner Financial Planning
One-time$3,000Hourly$300+/hrHelping first-generation professionals organize & optimize their financial lives to feel confident about their finances & future!
Ideal forYoung Professionals • Female BreadwinnerSpecializes inBudgeting • Debt & Credit • Employee Benefits
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
Dan Honsberger, CFP®
Reel Financial Planning
Monthly$350+/moOne-time$3,500+Hourly$350/hrI specialize in navigating complex financial situations with clarity and confidence. I invest a substantial amount of time to fully understand each c...
Ideal forFamilies with Children • Young ProfessionalsSpecializes inTax Strategies • Employee Benefits • Investments
Linda Rapisardo, CFP®
Canela Wealth
Monthly$300+/moAnnual$3,600+/yrOne-time$2,500+I help first-gen professionals who've had to figure it all out build financial confidence and freedom.
Ideal forFamilies with Children • Young ProfessionalsSpecializes inBudgeting • Employee Benefits • Investments
Holly Davis, CFP®, CPA
Alta Via Financial Planning
Annual$6,000+/yrOne-time$6,500+Hourly$400/hrHolly Davis, CFP®, CPA
Alta Via Financial Planning
Annual$6,000+/yrOne-time$6,500+Hourly$400/hrPlanning for families with active outdoor lifestyles who have multiple competing financial goals. Also specializes in equity compensation for tech wor...
Ideal forHigh Earners ($250k - $500k) • Families with ChildrenSpecializes inInvestments • Retirement • Tax Strategies
Daryoosh Khalilollahi, CFP, RIA, MBA, MSEE
DABK Financial Planning Services
Hourly$250/hrMy mission is to make individuals and families establish a clear financial path for reaching their lifetime goals and help them avoid mistakes in the...
Ideal forFIRE • Business OwnersSpecializes inInvestments • Retirement • Tax Strategies
Josh Gallogly, CFP®, EA
Milestones Financial, LLC
One-time$2,490+Hourly$249/hrI serve clients by providing flat-fee and hourly financial advice on things like reducing their tax bill, investing smarter, and retirement income.
Ideal forPre-Retirees • RetireesSpecializes inRetirementPre-Retirement PlanningInvestments
Dustin Bell
Reflective Financial
Monthly$300+/moOne-time$1,500+Hourly$300/hrI'm a former CFO, COO, and Fortune 50 strategy executive who helps DIY Investors confidently take control of their financial future.
Ideal forDIY Investors • FIRESpecializes inEmployee Benefits • Investments • Retirement
Grady Moshay, MBA, Investor Advisor Representative,
Emanciparé Investment Advisors, LLC
One-time$1,950+Hourly$199/hrGrady Moshay, MBA, Investor Advisor Representative,
Emanciparé Investment Advisors, LLC
One-time$1,950+Hourly$199/hrWhether you are a DIY'er who needs an extra pair of eyes to stress test your already developed plan or someone who desires to have a financial plan de...
Ideal forDIY Investors • Pre-RetireesSpecializes inPre-Retirement Planning • Retirement Life Planning • Investments
Jill Raderstorf, MBA
Aptus Financial
Monthly$193/moAnnual$1,160/yrOne-time$3,480Jill Raderstorf is a financial planner at Aptus Financial, an advice only financial planning firm that helps people invest on their own. She is dedic...
Ideal forMedical Professionals • High Earners ($250k - $500k)Specializes inRetirement • Early Career Planning • Mid-Career Planning
Nancy Doyle, CFA, CFT
Manage Your Financial Life
Hourly$250/hrIt is time to get your financial house in order. As an advice-only hourly planner, I help women become more knowledgeable and engaged in their financi...
Ideal forWomen • Divorced IndividualsSpecializes inInvestments • Retirement Life Planning • Pre-Retirement Planning
Monthly$399+/moOne-time$399+Hourly$199/hrMonthly$399+/moOne-time$399+Hourly$199/hrWe help clients build a high-fidelity financial/retirement plan with tools available to consumers, teach how to maintain it, and interpret the results
Ideal forDIY Investors • FIRESpecializes inPre-Retirement PlanningRetirement Life PlanningBudgeting
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
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
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