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

  • Keith Hensley

    Keith Hensley, CFP®

    Florida Financial Planning

    Quarterly$1,500+/qtr
    One-time$5,000+
    Hourly$300/hr
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    I help pre-retirees and retirees make informed financial choices by building/updating a plan that is clear and actionable. I have a very transparent...

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    RetirementSocial SecurityPre-Retirement Planning
  • Phillip Durbin

    Phillip Durbin

    Generational Wealth Development

    One-time$3,200
    Hourly$150/hr
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    I help rural and middle-income families to learn about personal finance so that they can create Generational Wealth and change their families futures....

    Ideal for
    Young Professionals • Farmers
    Specializes in
    Early Career PlanningDebt & CreditMid-Career Planning
  • Alex Ammar

    Alex Ammar, CFP®

    Paradox Financial

    One-time$6,000
    Hourly$350/hr
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    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
  • Holly Davis

    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
    InvestmentsRetirementTax Strategies
  • 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
  • Riki Cooke

    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 BenefitsRetirementEarly Career Planning
  • Patrick Bourbon

    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 StrategiesInvestmentsRetirement
  • Christopher Lazzaro

    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
    InvestmentsBudgetingDebt & Credit
  • Justin Horowitz
    One-time$1,800+
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    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
  • 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
  • Krystal Fortner

    Krystal Fortner, CFP®

    Krystal Fortner

    One-time$4,800+
    Hourly$350/hr
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    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
  • Aleksandr Fridlyand
    Annual$3,500+/yr
    One-time$3,500+
    Hourly$210/hr
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    As a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), Alex combines deep technical knowledge with strategic insight to delive...

    Ideal for
    Retirees • Pre-Retirees
    Specializes in
    Retirement
    InvestmentsTax 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
  • 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
  • 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
  • Igor Aronov

    Igor Aronov, CFP®

    FAR Financial

    One-time$5,000+
    Hourly$300/hr
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    Expert and creative approach to helping clients and their families untangle complexity, build structure and make intentional financial decisions.

    Ideal for
    Families with Children • DIY Investors
    Specializes in
    Mid-Career Planning
    InsuranceCollege Savings
  • Steven Fox
    Hourly$300/hr
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    Helping financial planners give advice, not sales pitches!

    Ideal for
    Young Professionals • Families with Children
    Specializes in
    Tax StrategiesBudgetingDebt & Credit
  • Jill Raderstorf

    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
    RetirementEarly Career PlanningMid-Career Planning

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