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

  • 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
  • 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
  • Ashley Rittershaus

    Ashley Rittershaus, CFP®

    Curious Crow Financial Planning

    One-time$5,000
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    I'm an advice-only financial planner who is passionate about helping people achieve the life they dream about and feel more confident managing their m...

    Ideal for
    DIY Investors • FIRE
    Specializes in
    Retirement
    Tax Strategies
    Budgeting
  • Joe Conklin Shure

    Joe Conklin Shure, CFP®, EA

    Conklin Shure Financial

    Monthly$320+/mo
    One-time$3,200+
    Hourly$325/hr
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    Values-driven CFP® helping you align money with life—let’s navigate this late-capitalist hellscape together 🔥

    Ideal for
    Technology Professionals • Non-profit professionals
    Specializes in
    Budgeting
    Career PlanningTax Strategies
  • Philip Murphy
    One-time$3,300+
    Hourly$330/hr
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    IndiePlan™ is an advise-only financial planning firm because we believe this model creates the best alignment with our clients' interests.

    Ideal for
    High Earners ($250k - $500k) • DIY Investors
    Specializes in
    Investments
    RetirementMid-Career 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
  • 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
  • Chris Reddick

    Chris Reddick, CFP®, EA

    Chris Reddick Financial Planning, LLC

    Monthly$150/mo
    Hourly$200/hr
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    Chris Reddick helps professionals in corporate, education, and public service careers with advice-only investment, retirement, and tax planning—offeri...

    Ideal for
    Educators • Government Employees
    Specializes in
    InvestmentsTax StrategiesRetirement Life Planning
  • Krystal Fortner

    Krystal Fortner, CFP®

    Krystal Fortner

    One-time$5,500+
    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 Strategies
    Pre-Retirement Planning
    Retirement
  • Kelly Palmer

    Kelly Palmer, CFA, CFP®

    The Wealthy Parent

    Monthly$750/mo
    One-time$4,950
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    I help millennial families with equity compensation enjoy life now and feel confident about the future.

    Ideal for
    Families with Children • FIRE
    Specializes in
    Investments
    Mid-Career Planning
    Employee Benefits
  • Thomas Hendrix

    Thomas Hendrix

    Hendrix Financial Planning

    One-time$2,950
    Hourly$150/hr
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    I am a fee-only, advice-only financial planner who believes that financial planning is life planning. I help DIY investors develop and implement compr...

    Ideal for
    DIY Investors • Veterans/Military Personnel
  • Kevin Lam

    Kevin Lam, CFP®, CPRS™

    Age Wisely Financial

    One-time$720+
    Hourly$360/hr
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    I specialize in helping my fellow seniors age 60+ navigate challenges with retirement income, asset protection, safety, health, and legacy planning.

    Ideal for
    Retirees • Pre-Retirees
    Specializes in
    Retirement
    Retirement Life Planning
    Pre-Retirement Planning
  • 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
  • Bill Hines
    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
  • Melissa Leonard

    Melissa Leonard, CFP®

    Cairn Financial Planning

    Annual$2,500+/yr
    One-time$2,500+
    Hourly$250/hr
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    Balancing all aspects of life is challenging. Let us help you with the financial pieces.

    Ideal for
    Young Professionals • High Earners ($250k - $500k)
    Specializes in
    BudgetingEmployee BenefitsInvestments
  • Stephan Shipe

    Stephan Shipe, Ph.D., CFP®, CFA

    Scholar Financial Advising

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

    Sarah Dickenson

    Abundo Wealth

    Monthly$189/mo
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    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

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