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

  • Sage Duguay

    Sage Duguay

    Wealthy With Intention

    Annual$3,000+/yr
    One-time$1,500+
    Hourly$250+/hr
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    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
  • Adam Coleman
    Monthly$400/mo
    Quarterly$400/qtr
    Annual$4,800/yr
    One-time$3,500+
    Hourly$400/hr
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    Hourly fiduciary planner empowering DIY investors to take control of their money with clear, unbiased financial guidance.

    Ideal for
    Pre-Retirees • FIRE
    Specializes in
    Pre-Retirement Planning
    InvestmentsRetirement
  • 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
  • John Bell

    John Bell, CFP®

    Free State Financial Planning

    Annual$3,000/yr
    One-time$6,000
    Hourly$400/hr
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    Serving families with a focus on comprehensive ongoing financial planning. For those that want more limited engagements I also offer hourly/project p...

    Ideal for
    DIY Investors • Pre-Retirees
    Specializes in
    Pre-Retirement PlanningRetirementTax Strategies
  • Mary Ann Sullivan

    Mary Ann Sullivan, CFP®

    395 Financial Planning

    Monthly$175/mo
    Quarterly$525+/qtr
    Annual$2,100+/yr
    One-time$395
    Hourly$175/hr
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    Want financial independence? I teach you how to get there. I'll help you master your money—from clarifying your current state to building and implemen...

    Ideal for
    Educators • DIY Investors
    Specializes in
    Employee Benefits
    RetirementTax Strategies
  • Desiree  Kaul

    Desiree Kaul, CFP®, ChFC®

    Kaul Financial Solutions

    Hourly$250/hr
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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 ca...

    Ideal for
    Veterans/Military Personnel • Widows/Widowers
    Specializes in
    Tax StrategiesInvestmentsRetirement
  • Mike Staman

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

    Delaware Financial Planning

    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
  • Chad Gammon

    Chad Gammon, CFP®, RICP®, EA, MBA

    Custom Fit Financial LLC

    Monthly$159+/mo
    One-time$2,250+
    Hourly$180/hr
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    I help DIY pre-retirees, engineers, and educators make clear, tax-smart decisions and build a retirement they feel truly ready for.

    Ideal for
    DIY Investors • Pre-Retirees
    Specializes in
    Tax Strategies
    Pre-Retirement Planning
    Career Planning
  • David Barfield

    David Barfield, CFP®

    Datapoint Financial Planning, LLC

    Hourly$300/hr
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    Hourly financial planning with no strings attached. Simply pay for the time you need when you need it.

    Ideal for
    Technology Professionals • Young Professionals
    Specializes in
    Employee BenefitsInvestmentsRetirement
  • Paulo Lopes

    Paulo Lopes, J.D.

    Woodmont Financial Partners LLC

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

    Jon Luskin, CFP®

    JonLuskin.com

    One-time$4,695
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    Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary specializing in hourly advice to do-it-yourself i...

    Ideal for
    DIY Investors • Retirees
    Specializes in
    Investments
    RetirementPre-Retirement Planning
  • Maggie Klokkenga

    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
    BudgetingPre-Retirement Planning
  • Praveen Krishnamurthy
    One-time$4,500+
    Hourly$300/hr
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    I help tech professionals transform their tech success into lasting wealth and security. I specialize in equity compensation, advanced tax planning, a...

    Ideal for
    Technology Professionals • Young Professionals
    Specializes in
    Employee BenefitsInvestmentsRetirement
  • Jim  Mahaney

    Jim Mahaney, CFP®, MSFS

    Mavericus Retirement Services

    Not accepting clients
    Annual$1,700/yr
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    Jim runs a flat fee, retirement-focused firm. He is the author of two books, is a published researcher, and the holder of three patents.

    Ideal for
    Retirees • Pre-Retirees
    Specializes in
    RetirementPre-Retirement PlanningTax Strategies
  • Holly Donaldson

    Holly Donaldson, CFP®, MBA, MA

    Step by Step for DIY Investors

    One-time$2,765+
    Hourly$395+/hr
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    With 25 years' experience, Holly collaborates with clients to navigate their own version of financial independence.

    Ideal for
    DIY Investors • Engineers and Scientists
    Specializes in
    Retirement
    Tax Strategies
    Investments
  • Jorge Soriano

    Jorge Soriano, CFP®

    Financial Optimist

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

    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
    BudgetingInvestments
  • 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
    Cryptocurrency
    RetirementTax Strategies

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