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

Megan Kiesel, CFP®
Livelihood
One-time$2,300+Hourly$175/hr
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.
Ideal forNon-profit professionals • Newlyweds/CouplesSpecializes inBudgeting • Retirement • Home Purchase
Krystal Fortner, CFP®
Krystal Fortner
One-time$4,800+Hourly$350/hr
No nonsense, advice-only planner who dreams of everyone having a financial plan.
Ideal forDIY Investors • Fitness/Wellness EnthusiastsSpecializes inTax Strategies • Pre-Retirement Planning • Debt & Credit
Monthly$189/mo
Not 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
Chris Maggio, RICP®
Retirement Planning Partner LLC
One-time$1,200+Hourly$120/hr
I specialize in retirement planning, earning the Retirement Income Certified Professional (RICP®) designation to provide expert guidance in this compl...
Ideal forPre-Retirees • RetireesSpecializes inRetirementInvestments • Tax Strategies
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
Tim Melia, CFP®, MBA
Embolden Financial Planning LLC
Hourly$350/hr
BE EMBOLDENED. Let’s work together to create a plan to achieve your financial goals and find the answers to your important money questions.
Ideal forPre-Retirees • RetireesSpecializes inTax StrategiesRetirement Life PlanningReal Estate
Sarah Dickenson
Abundo Wealth
Monthly$189/mo
My mission as a financial planner is to help people gain clarity on their finances so they can spend more time pursuing their dreams.
Ideal forArtists/Creatives • PhotographersSpecializes inBudgeting • Debt & Credit • Career Planning
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
Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/moAnnual$2,400+/yrOne-time$4,400+Hourly$425/hr
Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/moAnnual$2,400+/yrOne-time$4,400+Hourly$425/hrI help individuals and families achieve financial peace of mind with personalized plans to help you meet your goals while enjoying life along the way!
Ideal forRetirees • Pre-RetireesSpecializes inRetirement • Pre-Retirement Planning • Investments
Kevin Estes, CFP®, CCFC, MBA
Scaled Finance, LLC
Hourly$250/hr
Hourly financial planner helping tech professionals and families live their best lives.
Ideal forTechnology Professionals • FIRESpecializes inRetirement • Tax Strategies • Budgeting
Brian Rhoads, CFA, EA
Checkpoint Financial Planning, LLC
One-time$2,450Hourly$350/hr
I support Validators and DIYers with financial advice at personal checkpoints. Advice only, and only when needed.
Ideal forDIY Investors • FIRESpecializes inInvestments • Insurance • Tax Strategies
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
David Barfield, CFP®
Datapoint Financial Planning, LLC
Hourly$300/hr
Hourly 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
Daryoosh Khalilollahi, CFP, RIA, MBA, MSEE
DABK Financial Planning Services
Hourly$250/hr
My 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
Holly Davis, CFP®, CPA
Alta Via Financial Planning
Annual$6,000+/yrOne-time$6,500+Hourly$400/hr
Holly 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
Zach Lundak, CFA, CFP®
Barrett FP
Hourly$300+/hr
I am in business because I saw too many clients that want help from an advisor, but don’t want to give up managing their investments.
Ideal forDIY Investors • Pre-RetireesSpecializes inRetirementPre-Retirement PlanningTax Strategies
Sara Young, CFP®
Live and Give Financial
Monthly$172+/moOne-time$2,880Hourly$350/hr
Hi! I partner with early- to mid-career professionals and families to maximize their life with high-impact, accessible planning.
Ideal forFamilies with Children • Medical ProfessionalsSpecializes inTax Strategies • Investments • Budgeting
Holly Donaldson, CFP®, MBA, MA
Step by Step for DIY Investors
One-time$2,765+Hourly$395+/hr
Holly 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
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