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
One-time$1,600+Hourly$320/hrNot accepting clientsOne-time$1,600+Hourly$320/hrFlat project fee and hourly planner with over 30 years of industry experience. Credentials: CFA, CFP®, EA and MBA (Wharton). Specializes in advising...
Ideal forPre-Retirees • RetireesSpecializes inInvestments • Retirement • Tax Strategies
Jon Luskin, CFP®
JonLuskin.com
One-time$4,695Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary specializing in hourly advice to do-it-yourself i...
Ideal forDIY Investors • RetireesSpecializes inInvestmentsRetirement • Pre-Retirement Planning
Steven Fox, CFP®, EA
AdviceOnly
Hourly$300/hrHelping financial planners give advice, not sales pitches!
Ideal forYoung Professionals • Families with ChildrenSpecializes inTax Strategies • Budgeting • Debt & Credit
Dan Honsberger, CFP®
Reel Financial Planning
Monthly$350+/moOne-time$3,500+Hourly$350/hrI specialize in navigating complex financial situations with clarity and confidence. I invest a substantial amount of time to fully understand each c...
Ideal forFamilies with Children • Young ProfessionalsSpecializes inTax Strategies • Employee Benefits • Investments
Christopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/moOne-time$3,500+Hourly$350/hrChristopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/moOne-time$3,500+Hourly$350/hrI help individuals and families gain a deeper understanding of their personal finances and work collaboratively to develop a roadmap to financial inde...
Ideal forPre-Retirees • High Earners ($250k - $500k)Specializes inInvestments • Budgeting • Debt & Credit
Kirk Reagan, CFP®, MQFP®, ChFC®
High Flight Financial LLC
One-time$2,500Hourly$250/hrI 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 forVeterans/Military Personnel • FIRESpecializes inInvestments • Retirement • Estate Planning
Sage Duguay
Wealthy With Intention
Annual$3,000+/yrOne-time$1,500+Hourly$250+/hrChemical Engineer turned Financial Planner. I help fellow Women in STEM take control of their finances and build wealth intentionally.
Ideal forEngineers and Scientists • DIY InvestorsSpecializes inBudgeting • Early Career Planning • Investments
Ashley Rittershaus, CFP®
Curious Crow Financial Planning
One-time$5,000I'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 forDIY Investors • FIRESpecializes inRetirementTax StrategiesBudgeting
Chris Maggio, RICP®
Retirement Planning Partner LLC
One-time$1,833+Hourly$150/hrI specialize in retirement planning, earning the Retirement Income Certified Professional (RICP®) designation to provide expert guidance in this compl...
Ideal forPre-Retirees • RetireesSpecializes inRetirementInvestments • Tax Strategies
Mike Staman, CFP®, MSPFP, CAP®, AEP®, TPCP®
Delaware Financial Planning
Monthly$475+/moOne-time$5,000+Hourly$400/hrMike Staman, CFP®, MSPFP, CAP®, AEP®, TPCP®
Delaware Financial Planning
Monthly$475+/moOne-time$5,000+Hourly$400/hrServing 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 forPre-Retirees • High Earners ($250k - $500k)Specializes inTax Strategies • Pre-Retirement Planning • Retirement
Zach Hidden, CFP®
Perk Planning
Hourly$340/hrI am passionate about providing easy-to-understand financial advice by the hour. I enjoy simplifying complex situations and creating actionable plans....
Ideal forDIY Investors • Business OwnersSpecializes inRetirement • Small Business • Pre-Retirement Planning
Desiree Kaul, CFP®, ChFC®
Kaul Financial Solutions
Monthly$200/moOne-time$750+Hourly$250/hrDesiree Kaul, CFP®, ChFC®
Kaul Financial Solutions
Monthly$200/moOne-time$750+Hourly$250/hrFinances should be personal. I enjoy helping others find financial wellness that reflects their values and beliefs.
Ideal forVeterans/Military Personnel • Government EmployeesSpecializes inTax StrategiesSmall Business • Pre-Retirement Planning
Riki Cooke, CFP®
Abundo Wealth
Monthly$189/moOn a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal forTravelers • Newlyweds/CouplesSpecializes inEmployee Benefits • Retirement • Early Career Planning
Kevin Burkle, CFP®
HCP Wealth Planning
One-time$2,400+I am an early retirement planning expert. For a flat dollar fee, I offer one-time plans that include ongoing access to my powerful planning software.
Ideal forPre-Retirees • FIRESpecializes inTax StrategiesPre-Retirement PlanningInvestments
Scott Grissom, PhD, CFP®
Socrates Financial Planning
One-time$2,500+I was a college professor for many years and now I teach couples how to approach retirement with confidence.
Ideal forEducators • DIY InvestorsSpecializes inPre-Retirement PlanningBudgeting • Investments
Carmetta Joyner, CFP®
Joyner Financial Planning
One-time$3,000Hourly$300+/hrHelping first-generation professionals organize & optimize their financial lives to feel confident about their finances & future!
Ideal forYoung Professionals • Female BreadwinnerSpecializes inBudgeting • Debt & Credit • Employee Benefits
Jill Raderstorf, MBA
Aptus Financial
Monthly$193/moAnnual$1,160/yrOne-time$3,480Jill 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 forMedical Professionals • High Earners ($250k - $500k)Specializes inRetirement • Early Career Planning • Mid-Career Planning
Dale Hershman
Sick Advisory Services
Annual$2,918/yrOne-time$918Hourly$300/hrSpecialist in Biotech stocks, Healthcare Stocks, Dividend Stocks and Passive Income Author of 5 books about investing, Publisher of two financial blo...
Ideal forFIRE • Business OwnersSpecializes inInvestmentsCareer Planning • Insurance
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