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

1-9of 85 advisors

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  • Nick Booth

    Nick Booth, CFP®, CDAA

    Nine Inning Finance

    Accepting Clients
    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 retirement

    IDEAL CLIENTS

    Pre-Retirees • Young Professionals • High Earners ($250k - $500k)

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  • I'm focused on making personal financial advice and planning accessible for you. Transparent and tailored to your financial life. How can I help? Be Emboldened.

    IDEAL CLIENTS

    DIY Investors • Real Estate Investors • Young Professionals

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  • Krystal Fortner

    Krystal Fortner, CFP®

    Krystal Fortner

    Accepting Clients
    One-time$4,800+
    Hourly$350/hr

    No nonsense, advice-only planner who dreams of everyone having a financial plan.

    IDEAL CLIENTS

    DIY Investors • Fitness/Wellness Enthusiasts • Social Workers

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  • Andrew Kleinberg

    Andrew Kleinberg, CFP®, CFA

    Grand Central Financial Planning

    Accepting Clients
    One-time$3,250
    Hourly$400/hr

    Investment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.

    IDEAL CLIENTS

    Families with Children • Individual • Young Professionals

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  • Growing up without much understanding of money management, I developed a passion for finances after navigating my own financial hiccups early in my career. I thoroughly enjoy assisting others with achieving their financial goals. I have two years of tax preparation experience, participate in the Annual Filing Season Program and have over a decade of experience in financial planning, counseling, and education with individuals from all walks of life. I pride myself on being a lifetime learner and hold specialty financial designations in military finance, tax and special needs planning. As an hourly, advice-only planner, I provide impartial guidance, create financial plans, and offer support to DIY investors without managing any investment assets—meaning there's no minimum asset requirement to work with me. I work completely virtual, and can work with anyone in the United States.

    IDEAL CLIENTS

    Veterans/Military Personnel • Widows/Widowers • Young Professionals

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  • Julia Lilly

    Julia Lilly, CFP®, ABFP®, MBA

    Ryerson Financial

    Accepting Clients
    One-time$4,000
    Hourly$250/hr

    Founder of Ryerson Financial - I partner with families and individuals to bring their financial future into focus 🔎

    IDEAL CLIENTS

    Families with Children • High Earners ($250k - $500k) • Veterans/Military Personnel

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  • I was a college professor for many years and now I teach couples how to approach retirement with confidence.

    IDEAL CLIENTS

    Educators • DIY Investors • Pre-Retirees

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  • Sarah Dickenson

    Sarah Dickenson

    Abundo Wealth

    Accepting Clients
    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 CLIENTS

    Artists/Creatives • Photographers • Women

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  • Zach Hidden

    Zach Hidden, CFP®

    Perk Planning

    Accepting Clients
    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 CLIENTS

    DIY Investors • Business Owners • Freelancers

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