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
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
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
Scott Grissom, PhD, CFP®
Socrates Financial Planning
One-time$2,500+I was a college professor for many years and now I teach couples how to approach retirement with confidence.
Ideal forEducators • DIY InvestorsSpecializes inPre-Retirement PlanningBudgeting • Investments
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
Mary Ann Sullivan, CFP®
395 Financial Planning
Monthly$175/moQuarterly$525+/qtrAnnual$2,100+/yrOne-time$395Hourly$175/hrMary Ann Sullivan, CFP®
395 Financial Planning
Monthly$175/moQuarterly$525+/qtrAnnual$2,100+/yrOne-time$395Hourly$175/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 BenefitsRetirement • Tax Strategies
Desiree Kaul, CFP®, ChFC®
Kaul Financial Solutions
Hourly$250/hrGrowing up without much understanding of money management, I developed a passion for finances after navigating my own financial hiccups early in my ca...
Ideal forVeterans/Military Personnel • Widows/WidowersSpecializes inTax Strategies • Investments • Retirement
Mike Staman, CFP®, MSPFP, CAP, AEP®
Delaware Financial Planning
Monthly$475+/moOne-time$5,000+Hourly$400/hrMike Staman, CFP®, MSPFP, CAP, AEP®
Delaware Financial Planning
Monthly$475+/moOne-time$5,000+Hourly$400/hrServing mid- to late-stage corporate and non-profit professionals, I believe in the value of ongoing planning but can also work on a project basis.
Ideal forPre-Retirees • High Earners ($250k - $500k)Specializes inTax Strategies • Pre-Retirement Planning • Retirement
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
David Barfield, CFP®
Datapoint Financial Planning, LLC
Hourly$300/hrHourly financial planning with no strings attached. Simply pay for the time you need when you need it.
Ideal forTechnology Professionals • Young ProfessionalsSpecializes inEmployee Benefits • Investments • Retirement
Paulo Lopes, J.D.
Woodmont Financial Partners LLC
One-time$5,000+Hourly$385/hrAttorney turned financial planner offering retirement, tax, estate, and investment advice — all billed hourly, with no ongoing fees or obligations. Ju...
Ideal forDIY Investors • Pre-RetireesSpecializes inInvestments • Retirement • Estate Planning
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
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
Praveen Krishnamurthy, CFP®
Empower Financial
One-time$4,500+Hourly$300/hrI help tech professionals transform their tech success into lasting wealth and security. I specialize in equity compensation, advanced tax planning, a...
Ideal forTechnology Professionals • Young ProfessionalsSpecializes inEmployee Benefits • Investments • Retirement
Annual$1,700/yrNot accepting clientsAnnual$1,700/yrJim runs a flat fee, retirement-focused firm. He is the author of two books, is a published researcher, and the holder of three patents.
Ideal forRetirees • Pre-RetireesSpecializes inRetirement • Pre-Retirement Planning • Tax Strategies
Holly Donaldson, CFP®, MBA, MA
Step by Step for DIY Investors
One-time$2,765+Hourly$395+/hrHolly Donaldson, CFP®, MBA, MA
Step by Step for DIY Investors
One-time$2,765+Hourly$395+/hrWith 25 years' experience, Holly collaborates with clients to navigate their own version of financial independence.
Ideal forDIY Investors • Engineers and ScientistsSpecializes inRetirementTax StrategiesInvestments
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
Al Faber, CFP®, ChFC®
DIWY Financial Planning
One-time$400+Hourly$400+/hrHolistic planning. Hourly or flat fee. Tools, support, and expert guidance on demand with no product sales or ongoing fees.
Ideal forHigh Earners ($250k - $500k) • DIY InvestorsSpecializes inEstate PlanningBudgeting • Investments
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
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