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

  • Scott Grissom

    Scott Grissom, PhD, CFP®

    Socrates Financial Planning

    One-time$2,500+
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    I was a college professor for many years and now I teach couples how to approach retirement with confidence.

    Ideal for
    Educators • DIY Investors
    Specializes in
    Pre-Retirement Planning
    BudgetingInvestments
  • Eric Smith

    Eric Smith, CFP®

    Ridge Falls Financial Planning

    Hourly$250+/hr
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    Hourly, Advice Only, Pre-Retirement Financial Planning

    Ideal for
    Educators • Non-profit professionals
    Specializes in
    RetirementInvestmentsCollege Savings
  • Sarah Gerber

    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
    BudgetingEarly Career PlanningMid-Career Planning
  • Ty Rollins

    Ty Rollins, MBA, EA

    Ty Rollins, Inc.

    One-time$800+
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    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
  • Lorne Abramson

    Lorne Abramson, CFA, CFP®, EA, MBA

    Abramson Financial Planning, LLC

    Not accepting clients
    One-time$1,600+
    Hourly$320/hr
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    Flat project fee and hourly planner with over 30 years of industry experience. Credentials: CFA, CFP®, EA and MBA (Wharton). Specializes in advising...

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    InvestmentsRetirementTax Strategies
  • Linda Rapisardo
    Monthly$300+/mo
    Annual$3,600+/yr
    One-time$2,500+
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    I help first-gen professionals who've had to figure it all out build financial confidence and freedom.

    Ideal for
    Families with Children • Young Professionals
    Specializes in
    BudgetingEmployee BenefitsInvestments
  • Rupa Pereira
    Monthly$150/mo
    Quarterly$125/qtr
    Annual$1,200/yr
    One-time$4,500+
    Hourly$250+/hr
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    I offer 'Tax-Optimal' financial planning for young families, women-led households and those with cross-border sensitivities - through hourly and compr...

    Ideal for
    Cross-Border • Female Breadwinner
    Specializes in
    Tax StrategiesCollege SavingsPre-Retirement Planning
  • Brian Clarke

    Brian Clarke, CFP®, MBA

    Clarke Financial Counsel, LLC

    Hourly$325+/hr
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    I provide Hourly Fee Only Comprehensive Financial Planning for Individuals and Couples Approaching Retirement.

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    Pre-Retirement PlanningInvestmentsRetirement
  • Julia Lilly
    One-time$4,000
    Hourly$250/hr
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    Founder of Ryerson Financial - I partner with families and individuals to bring their financial future into focus 🔎

    Ideal for
    Families with Children • High Earners ($250k - $500k)
    Specializes in
    BudgetingInvestmentsTax Strategies
  • Ross Dugas

    Ross Dugas, Ph.D.

    Scientific Financial

    Monthly$65/mo
    One-time$4,000
    Hourly$200/hr
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    As a former engineer I enjoying working with curious investors who seek to understand. No handwaving, just data and transparency.

    Ideal for
    Engineers and Scientists • DIY Investors
    Specializes in
    RetirementTax StrategiesInvestments
  • Megan Kiesel
    One-time$2,300+
    Hourly$175/hr
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    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 for
    Non-profit professionals • Newlyweds/Couples
    Specializes in
    BudgetingRetirementHome Purchase
  • Jenn Steliga
    Annual$6,000/yr
    One-time$2,600+
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    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
  • Dale Hershman

    Dale Hershman

    Sick Advisory Services

    Annual$2,918/yr
    One-time$918
    Hourly$300/hr
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    Specialist in Biotech stocks, Healthcare Stocks, Dividend Stocks and Passive Income Author of 5 books about investing, Publisher of two financial blo...

    Ideal for
    FIRE • Business Owners
    Specializes in
    Investments
    Career PlanningInsurance
  • Jeremy Zuke

    Jeremy Zuke

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo
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    I became a planner as a post-corporate passion career to help working professionals keep more of their money and reach financial independence faster.

    Ideal for
    Young Professionals • FIRE
    Specializes in
    Mid-Career PlanningInvestmentsPre-Retirement Planning
  • Mike Staman
    Monthly$475+/mo
    One-time$5,000+
    Hourly$400/hr
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    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
  • Zach Lundak
    Hourly$300+/hr
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    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 for
    DIY Investors • Pre-Retirees
    Specializes in
    Retirement
    Pre-Retirement Planning
    Tax Strategies
  • Mike Halper

    Mike Halper, CFP®, SE-AWMA, CDAA, CBDA

    Strateon Intelligent Wealth

    Monthly$500/mo
    Quarterly$1,500/qtr
    Annual$6,000/yr
    One-time$7,500
    Hourly$375/hr
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    Flat-fee fiduciary planner. Transform your complex finances into an actionable, comprehensive strategy to achieve financial independence and wealth.

    Ideal for
    DIY Investors • High Earners ($250k - $500k)
    Specializes in
    RetirementTax StrategiesEstate Planning
  • Kirk Reagan

    Kirk Reagan, CFP®, MQFP®, ChFC®

    High Flight Financial LLC

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

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