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

  • Sarah Dickenson

    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 for
    Artists/Creatives • Photographers
    Specializes in
    BudgetingDebt & CreditCareer Planning
  • Chandler Fugate-Laus
    One-time$2,800+

    Comprehensive planning meets burnout recovery: I help Millennials position their money to quit the hamster wheel and start living better, now.

    Ideal for
    Women • Technology Professionals
    Specializes in
    Mid-Career Planning
    Home PurchaseBudgeting
  • Kirk Reagan

    Kirk Reagan, CFP®, MQFP®, ChFC®

    High Flight Financial LLC

    One-time$2,500
    Hourly$250/hr

    I am a retired Air Force Officer. I then went to work for Vanguard in order to gain experience and earn my CFP. I started my firm to be able to better...

    Ideal for
    Veterans/Military Personnel • FIRE
    Specializes in
    InvestmentsRetirementEstate Planning
  • Jorge Soriano

    Jorge Soriano, CFP®

    Financial Optimist

    Monthly$325+/mo
    One-time$3,200+
    Hourly$360/hr

    Jorge 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 for
    FIRE • Business Owners
    Specializes in
    RetirementTax StrategiesSmall Business
  • 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
  • Stephan Shipe

    Stephan Shipe, Ph.D., CFP®, CFA

    Scholar Financial Advising

    One-time$5,000+
    Hourly$385/hr

    We help DIY investors by providing financial advice that they can implement for a flat fee.

    Ideal for
    High Net Worth • DIY Investors
    Specializes in
    InvestmentsTax StrategiesPre-Retirement Planning
  • Ty Rollins

    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 for
    Retirees • Pre-Retirees
    Specializes in
    RetirementTax StrategiesInvestments
  • 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
  • Mike Staman

    Mike Staman, CFP®, MSPFP, CAP, AEP®

    Delaware Financial Planning

    Monthly$475+/mo
    One-time$5,000+
    Hourly$400/hr

    Serving 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 for
    Pre-Retirees • High Earners ($250k - $500k)
    Specializes in
    Tax StrategiesPre-Retirement PlanningRetirement
  • 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
  • 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
  • Paulo Lopes

    Paulo Lopes, J.D.

    Woodmont Financial Partners LLC

    One-time$5,000+
    Hourly$385/hr

    Attorney turned financial planner offering retirement, tax, estate, and investment advice — all billed hourly, with no ongoing fees or obligations. Ju...

    Ideal for
    DIY Investors • Pre-Retirees
    Specializes in
    InvestmentsRetirementEstate Planning
  • 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
  • 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
  • Sarah Gerber

    Sarah Gerber, CFP®, AFC®

    Momentum Financial Planning LLC

    Monthly$349+/mo
    Quarterly$1,047+/qtr
    Annual$4,188+/yr
    One-time$949+

    Momentum helps early career professionals, couples, and young families navigate the personal financial world and gets them started on the right financ...

    Ideal for
    Newlyweds/Couples • Technology Professionals
    Specializes in
    Early Career Planning
    Mid-Career Planning
    Home Purchase
  • Krystal Fortner

    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 for
    DIY Investors • Fitness/Wellness Enthusiasts
    Specializes in
    Tax StrategiesPre-Retirement PlanningDebt & Credit
  • Jenn Steliga
    Annual$6,000/yr
    One-time$2,600+

    Jenn specializes in working with those who are serious about designing and achieving their version of financial independence (FI).

    Ideal for
    FIRE • Veterans/Military Personnel
    Specializes in
    BudgetingDebt & CreditEmployee 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

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