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
Amy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
One-time$2,750+Hourly$350+/hrAmy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
One-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 entrepreneur...
Ideal forWomen • Newlyweds/CouplesSpecializes inInvestments • Employee Benefits • Retirement
Melissa Leonard, CFP®
Cairn Financial Planning
Annual$2,500+/yrOne-time$2,500+Hourly$250/hrMelissa Leonard, CFP®
Cairn Financial Planning
Annual$2,500+/yrOne-time$2,500+Hourly$250/hrBalancing all aspects of life is challenging. Let us help you with the financial pieces.
Ideal forYoung Professionals • High Earners ($250k - $500k)Specializes inBudgeting • Employee Benefits • Investments
Philip Murphy, CFA, CFP®
IndiePlan™ LLC
One-time$3,000+Hourly$300/hrIndiePlan™ is an advise-only financial planning firm because we believe this model creates the best alignment with our clients' interests.
Ideal forHigh Earners ($250k - $500k) • DIY InvestorsSpecializes inInvestmentsPre-Retirement Planning • 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
Brian Rhoads, CFA, EA
Checkpoint Financial Planning, LLC
One-time$2,450Hourly$350/hrI support Validators and DIYers with financial advice at personal checkpoints. Advice only, and only when needed.
Ideal forDIY Investors • FIRESpecializes inInvestments • Insurance • Tax Strategies
Keith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtrOne-time$5,000+Hourly$300/hrKeith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtrOne-time$5,000+Hourly$300/hrI 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 forPre-Retirees • RetireesSpecializes inRetirement • Social Security • Pre-Retirement Planning
Alex Ammar, CFP®
Paradox Financial
One-time$6,000Hourly$350/hrAdvanced financial planning strategies for people who want to be Financially Independent & Retire Early in the next 10 years
Ideal forFIRE • DIY InvestorsSpecializes inInvestments • Retirement • Estate Planning
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
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
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
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 individuals and families make confident financial decisions with a focus on retirement and tax planning. Through personalized, objective guidan...
Ideal forPre-Retirees • DIY InvestorsSpecializes inRetirementBudgeting • Investments
Brian Clarke, CFP®, MBA
Clarke Financial Counsel, LLC
Hourly$325+/hrI provide Hourly Fee Only Comprehensive Financial Planning for Individuals and Couples Approaching Retirement.
Ideal forPre-Retirees • RetireesSpecializes inPre-Retirement Planning • Investments • Retirement
Phillip Durbin
Generational Wealth Development
One-time$3,200Hourly$150/hrI help rural and middle-income families to learn about personal finance so that they can create Generational Wealth and change their families futures....
Ideal forYoung Professionals • FarmersSpecializes inEarly Career Planning • Debt & Credit • Mid-Career Planning
Ross Dugas, Ph.D.
Scientific Financial
Monthly$65/moOne-time$4,000Hourly$200/hrAs a former engineer I enjoying working with curious investors who seek to understand. No handwaving, just data and transparency.
Ideal forEngineers and Scientists • DIY InvestorsSpecializes inRetirement • Tax Strategies • Investments
Dale Hershman
Sick Advisory Services
Annual$2,918/yrOne-time$918Hourly$300/hrSpecialist in Biotech stocks, Healthcare Stocks, Dividend Stocks and Passive Income Author of 5 books about investing, Publisher of two financial blo...
Ideal forFIRE • Business OwnersSpecializes inInvestmentsCareer Planning • Insurance
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
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
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