Find Your Advice-Only Financial Advisor!
Discover the power of unbiased financial advice with the Advice-Only Network, your one-stop destination for connecting with dedicated, certified professionals from financial planning practices across the country. Our network ensures you receive objective guidance tailored to your unique financial goals and needs.
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.
Meet Our Advice-Only Advisors
Advisor Directory
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Founder of Ryerson Financial - I partner with families and individuals to bring their financial future into focus 🔎
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Families with Children • High Earners ($250k - $500k) • Veterans/Military Personnel
I help people with pensions and union-negotiated employer benefits efficiently organize their finances, plan for the future, and take action. I have expertise in several of the largest pension plans in California (CalSTRS, UCRP & MPIHP) as well as investments, tax planning, and creating & implementing comprehensive financial plans. I will teach you how to efficiently navigate these systems for yourself and empower you to take action.
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Educators • DIY Investors • Women
Helping financial planners give advice, not sales pitches!
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Young Professionals • Families with Children • Veterans/Military Personnel
Specialist in Biotech stocks, Healthcare Stocks, Dividend Stocks and Passive Income Author of 5 books about investing, Publisher of two financial blogs
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FIRE • Business Owners • Expats/Living Abroad
At Livelihood we work with early- and mid-career clients who are looking to balance a joyful and meaningful life with long-term financial stability.
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Non-profit professionals • Newlyweds/Couples • Families with Children
Bill Hines, Investment Advisor Representative, Financial Planner
Emanciparé
Accepting ClientsMonthly$399+/moOne-time$399+Hourly$199/hrWe use a financial planning tool you can use, specifically Pralana Online. Perfect for DIYers! While we build your plan, we teach you how to use it so you can take the wheel if you'd like. Our pricing is right on our website! Reach out for a free consultation. Advice-Only. Flat-Fee. Fee-Only. Fiduciary. Honest. Ethical. Transparent. Inexpensive.
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DIY Investors • FIRE • Retirees
Amy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
Accepting ClientsOne-time$2,750+Hourly$350+/hrAmy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning and education firm focused on women, families, and entrepreneurs.
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Women • Newlyweds/Couples • Pre-Retirees
Michael, a CFP® from Glendale, CA, helps families achieve financial clarity with a people-first approach.
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Families with Children • Business Owners • Newlyweds/Couples
Hi! I partner with early- to mid-career professionals and families to maximize their life with high-impact, accessible planning.
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Families with Children • Medical Professionals • Newlyweds/Couples
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