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.

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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.

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Are you interested in launching an Advice‑Only practice?

Templates and compliance support
Education and coaching
6 months of membership included

Explore Launch Package

Meet Our Advice-Only Advisors

Advisor Directory

Try filtering to find your perfect match

Patrick Bourbon, CFA, CFP®
Bourbon Financial Management
Monthly$500+/mo
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Patrick Bourbon, CFA, CFP®
Bourbon Financial Management
Monthly$500+/mo
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Patrick is your personal Chief Financial Officer. His main goal is to give you the best tools possible to improve your financial decisions.
Ideal for
Business Owners • High Net Worth
Specializes in
Tax Strategies • Investments • Retirement
Andrew Kleinberg, CFP®, CFA
Grand Central Financial Planning
One-time$3,250
Hourly$400/hr
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Andrew Kleinberg, CFP®, CFA
Grand Central Financial Planning
One-time$3,250
Hourly$400/hr
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Investment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.
Ideal for
Families with Children • Individual
Specializes in
Investments • Tax Strategies • Employee Benefits
Josh Gallogly, CFP®, EA
Milestones Financial, LLC
One-time$2,490+
Hourly$249/hr
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Josh Gallogly, CFP®, EA
Milestones Financial, LLC
One-time$2,490+
Hourly$249/hr
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I serve clients across the country by providing fee-only, fiduciary advice on reducing taxes, investing smarter, creating retirement income, and more.
Ideal for
Pre-Retirees • Retirees
Specializes in
Retirement
Pre-Retirement Planning
Investments
Maggie Klokkenga, CFP®, AFC®
Abundo Wealth
Not accepting clients
Monthly$189/mo
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Not accepting clients
Maggie Klokkenga, CFP®, AFC®
Abundo Wealth
Not accepting clients
Monthly$189/mo
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Maggie is passionate about helping her clients align their money with what they truly value.
Ideal for
FIRE • Newlyweds/Couples
Specializes in
Tax Strategies
Budgeting • Pre-Retirement Planning
Riki Cooke, CFP®
Abundo Wealth
Monthly$189/mo
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Riki Cooke, CFP®
Abundo Wealth
Monthly$189/mo
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On a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal for
Travelers • Newlyweds/Couples
Specializes in
Employee Benefits • Retirement • Early Career Planning
Sarah Gerber, CFP®, AFC®
Momentum Financial Planning LLC
Monthly$349+/mo
Quarterly$1,047+/qtr
Annual$4,188+/yr
One-time$949+
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Sarah Gerber, CFP®, AFC®
Momentum Financial Planning LLC
Monthly$349+/mo
Quarterly$1,047+/qtr
Annual$4,188+/yr
One-time$949+
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Momentum helps newlywed couples, young families, and early-career individuals build their financial foundation and make the most of their money.
Ideal for
Newlyweds/Couples • Technology Professionals
Specializes in
Budgeting • Early Career Planning • Mid-Career Planning
Jill Raderstorf, MBA
Aptus Financial
Monthly$193/mo
Annual$1,160/yr
One-time$3,480
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Jill Raderstorf, MBA
Aptus Financial
Monthly$193/mo
Annual$1,160/yr
One-time$3,480
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Jill Raderstorf is a financial planner at Aptus Financial, an advice only financial planning firm that helps people invest on their own. She is dedic...
Ideal for
Medical Professionals • High Earners ($250k - $500k)
Specializes in
Retirement • Early Career Planning • Mid-Career Planning
Al Faber, CFP®, ChFC®
DIWY Financial Planning
One-time$400+
Hourly$400+/hr
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Al Faber, CFP®, ChFC®
DIWY Financial Planning
One-time$400+
Hourly$400+/hr
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Holistic planning. Hourly or flat fee. Tools, support, and expert guidance on demand with no product sales or ongoing fees.
Ideal for
High Earners ($250k - $500k) • DIY Investors
Specializes in
Estate Planning
Budgeting • Investments
Christopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/mo
One-time$3,500+
Hourly$350/hr
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Christopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/mo
One-time$3,500+
Hourly$350/hr
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I help individuals and families gain a deeper understanding of their personal finances and work collaboratively to develop a roadmap to financial inde...
Ideal for
Pre-Retirees • High Earners ($250k - $500k)
Specializes in
Investments • Budgeting • Debt & Credit
Kelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yr
One-time$5,000+
Hourly$350/hr
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Kelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yr
One-time$5,000+
Hourly$350/hr
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I provide advice on an hourly, project, or ongoing basis, depending on your needs and preferences.
Specializes in
Investments • Estate Planning • Tax Strategies
Eric Simonson, CFP®, CRPC®
Abundo Wealth
Not accepting clients
Monthly$199/mo
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Not accepting clients
Eric Simonson, CFP®, CRPC®
Abundo Wealth
Not accepting clients
Monthly$199/mo
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On a mission is to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal for
Young Professionals • Pre-Retirees
Specializes in
Pre-Retirement Planning
Early Career Planning • Debt & Credit
Bill Hines, Investment Advisor Representative, Financial Planner
Emanciparé Financial Planning
Monthly$399+/mo
One-time$399+
Hourly$199/hr
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Bill Hines, Investment Advisor Representative, Financial Planner
Emanciparé Financial Planning
Monthly$399+/mo
One-time$399+
Hourly$199/hr
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We help clients build a lifetime financial roadmap (plan) using tools available to consumers. We teach how to maintain it and interpret the results.
Ideal for
DIY Investors • FIRE
Specializes in
Retirement
Pre-Retirement Planning
Retirement Life Planning
Kevin Estes, CFP®, CCFC, MBA
Scaled Finance, LLC
One-time$3,000+
Hourly$250/hr
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Kevin Estes, CFP®, CCFC, MBA
Scaled Finance, LLC
One-time$3,000+
Hourly$250/hr
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Hourly financial planner helping tech professionals and families live their best lives.
Ideal for
Technology Professionals • FIRE
Specializes in
Tax Strategies
Pre-Retirement Planning
Mid-Career Planning
Holly Davis, CFP®, CPA
Alta Via Financial Planning
Annual$6,000+/yr
One-time$6,500+
Hourly$400/hr
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Holly Davis, CFP®, CPA
Alta Via Financial Planning
Annual$6,000+/yr
One-time$6,500+
Hourly$400/hr
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Planning for families with active outdoor lifestyles who have multiple competing financial goals. Also specializes in equity compensation for tech wor...
Ideal for
High Earners ($250k - $500k) • Families with Children
Specializes in
Investments • Retirement • Tax Strategies
Chris Williams, CPA
Inceptive Financial
Monthly$125/mo
Quarterly$225/qtr
Annual$525/yr
One-time$695+
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Chris Williams, CPA
Inceptive Financial
Monthly$125/mo
Quarterly$225/qtr
Annual$525/yr
One-time$695+
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I am the founder of Inceptive Financial and the solo planner; specializing in preparing comprehensive financial plans for a fixed fee.
Ideal for
High Earners ($250k - $500k) • Families with Children
Specializes in
Pre-Retirement Planning
Investments • College Savings
Kaki Perdue, CPA, CFP®
Look Both Ways Financial
One-time$6,400
Hourly$300/hr
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Kaki Perdue, CPA, CFP®
Look Both Ways Financial
One-time$6,400
Hourly$300/hr
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Kaki is on a mission to help you feel safe, strong, and secure managing your own money! Check out my podcast: Look Both Ways Financial
Ideal for
Pre-Retirees • Retirees
Specializes in
Retirement • Tax Strategies • Retirement Life Planning
Shannon Fleener, CFP®
Sage Financial
Monthly$200+/mo
Quarterly$600+/qtr
Annual$2,400+/yr
One-time$2,000+
Hourly$300+/hr
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Shannon Fleener, CFP®
Sage Financial
Monthly$200+/mo
Quarterly$600+/qtr
Annual$2,400+/yr
One-time$2,000+
Hourly$300+/hr
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I specialize in serving First Generation Wealth Builders who want to change their financial family trees, as well as progressive professionals and inv...
Ideal for
FIRE • Philanthropists
Specializes in
Budgeting • Retirement • Home Purchase
Aubrey Williams, MS, MBA
Open Path Financial, LLC
Hourly$385/hr
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Aubrey Williams, MS, MBA
Open Path Financial, LLC
Hourly$385/hr
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Hi, I'm Aubrey and I'm here to help. Advice-only, fee-only, fiduciary 100% of the time, on the hourly model for FI/RE clients with ADHD/neurodiversity...
Ideal for
LGBTQ+ • FIRE
Specializes in
Tax Strategies • Small Business • Retirement Life Planning