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

  • Bill Hines
    Monthly$399+/mo
    One-time$399+
    Hourly$199/hr

    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
  • Ashley Rittershaus

    Ashley Rittershaus, CFP®

    Curious Crow Financial Planning

    One-time$5,000

    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
  • Kate Wilusz

    Kate Wilusz, CFP®

    Fiat Lux Financial Planning

    One-time$6,000+
    Hourly$400/hr

    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
    InvestmentsInsuranceTax Strategies
  • Alex Ammar

    Alex Ammar, CFP®

    Paradox Financial

    One-time$6,000
    Hourly$350/hr

    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
  • Keith Hensley

    Keith Hensley, CFP®

    Florida Financial Planning

    Quarterly$1,500+/qtr
    One-time$5,000+
    Hourly$300/hr

    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
    RetirementSocial SecurityPre-Retirement Planning
  • Michael Rodriguez

    Michael Rodriguez, CFP®

    Equanimity Wealth

    Monthly$169/mo
    One-time$299
    Hourly$175/hr

    Michael, a CFP® from Glendale, CA, helps families achieve financial clarity with a people-first approach.

    Ideal for
    Families with Children • Business Owners
    Specializes in
    Debt & CreditEmployee BenefitsInvestments
  • Dan Honsberger

    Dan Honsberger, CFP®

    Reel Financial Planning

    Monthly$350+/mo
    One-time$3,500+
    Hourly$350/hr

    I specialize in navigating complex financial situations with clarity and confidence. I invest a substantial amount of time to fully understand each c...

    Ideal for
    Families with Children • Young Professionals
    Specializes in
    Tax StrategiesEmployee BenefitsInvestments
  • Lynn Anderson
    Monthly$189/mo

    Empowering clients with clear, unbiased financial advice—because money shouldn’t be scary, boring, or stand between you and the life you actually want...

    Ideal for
    Women • Young Professionals
    Specializes in
    BudgetingEmployee BenefitsTax Strategies
  • Kelly Nilsson
    Annual$3,500+/yr
    One-time$5,000+
    Hourly$350/hr

    I provide advice on an hourly, project, or ongoing basis, depending on your needs and preferences.

    Specializes in
    InvestmentsEstate PlanningTax Strategies
  • Mike Halper

    Mike Halper, CFP®, SE-AWMA, CDAA, CBDA

    Strateon Intelligent Wealth

    Monthly$500/mo
    Quarterly$1,500/qtr
    Annual$6,000/yr
    One-time$7,500
    Hourly$300/hr

    Fee-only, flat fee, fiduciary financial planning and investment advice as a one-time engagement or on an ongoing basis.

    Ideal for
    Families with Children • Individual
    Specializes in
    Cryptocurrency
    InvestmentsRetirement
  • Nick Booth

    Nick Booth, CFP®, CDAA

    Nine Inning Finance

    Annual$3,000/yr
    One-time$3,600+
    Hourly$300/hr

    I love working with: 1) Those approaching retirement 2) Millennials seeking help planning for life events while striking a balance with saving for ret...

    Ideal for
    Pre-Retirees • Young Professionals
    Specializes in
    Pre-Retirement PlanningInvestmentsTax Strategies
  • Sara Young

    Sara Young, CFP®

    Live and Give Financial

    Monthly$172+/mo
    One-time$2,880
    Hourly$350/hr

    Hi! I partner with early- to mid-career professionals and families to maximize their life with high-impact, accessible planning.

    Ideal for
    Families with Children • Medical Professionals
    Specializes in
    Tax StrategiesInvestmentsBudgeting
  • Grady Moshay

    Grady Moshay, MBA, Investor Advisor Representative,

    Emanciparé Investment Advisors, LLC

    One-time$1,950+
    Hourly$199/hr

    Whether 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 for
    DIY Investors • Pre-Retirees
    Specializes in
    Pre-Retirement PlanningRetirement Life PlanningInvestments
  • Zach Hidden

    Zach Hidden, CFP®

    Perk Planning

    Hourly$340/hr

    I am passionate about providing easy-to-understand financial advice by the hour. I enjoy simplifying complex situations and creating actionable plans....

    Ideal for
    DIY Investors • Business Owners
    Specializes in
    RetirementSmall BusinessPre-Retirement Planning
  • Sage Duguay

    Sage Duguay

    Wealthy With Intention

    Annual$3,000+/yr
    One-time$1,500+
    Hourly$250+/hr

    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
    BudgetingEarly Career PlanningInvestments
  • Justin Horowitz
    One-time$1,800+

    Hello! I'm Justin, founder of Just Advising. My practice is for young adults and family starters who want to demystify their financial complexity.

    Ideal for
    Young Professionals • DIY Investors
    Specializes in
    Budgeting
    Early Career Planning
    Employee Benefits
  • Jake Stalder

    Jake Stalder, CFP®

    Navigate Financial Planning LLC

    Monthly$170+/mo
    One-time$3,200+

    I help early retirees navigate the nuances of early retirement, by crafting unique financial strategies in achieving financial independence, that alig...

    Ideal for
    Pre-Retirees • FIRE
    Specializes in
    InvestmentsPre-Retirement PlanningBudgeting
  • Joe Conklin Shure

    Joe Conklin Shure, CFP®, EA

    Conklin Shure Financial

    Monthly$320+/mo
    One-time$3,200+
    Hourly$325/hr

    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 PlanningTax Strategies

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