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

  • 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
  • Lynn Anderson
    Monthly$189/mo
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    Empowering clients with clear, unbiased financial advice—because money shouldn’t be scary, boring, or stand between you and the life you actually want...

    Ideal for
    Women • Young Professionals
    Specializes in
    BudgetingEmployee BenefitsTax Strategies
  • Nick Booth

    Nick Booth, CFP®, CDAA

    Nine Inning Finance

    Annual$3,000/yr
    One-time$3,600+
    Hourly$300/hr
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    I love working with: 1) Those approaching retirement 2) Millennials seeking help planning for life events while striking a balance with saving for ret...

    Ideal for
    Pre-Retirees • Young Professionals
    Specializes in
    Pre-Retirement PlanningInvestmentsTax Strategies
  • 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
  • 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
  • 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
  • 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
  • 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
  • Audrey Emerson

    Audrey Emerson, CFP®

    Cents of Joy Financial Planning

    Monthly$200+/mo
    One-time$2,700+
    Hourly$300/hr
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    Ready for a more joyful relationship with money? Hi! I’m Audrey and I help creatives, freelancers, & DIY millennials swap money anxiety for financial...

    Ideal for
    Artists/Creatives • Newlyweds/Couples
    Specializes in
    Small BusinessBudgetingTax Strategies
  • 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
  • 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
  • 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
  • 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
  • Zach Hidden

    Zach Hidden, CFP®

    Perk Planning

    Hourly$340/hr
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    I am passionate about providing easy-to-understand financial advice by the hour. I enjoy simplifying complex situations and creating actionable plans....

    Ideal for
    DIY Investors • Business Owners
    Specializes in
    RetirementSmall BusinessPre-Retirement Planning
  • 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
  • Amy Rosenow

    Amy Rosenow, CFA, CFP®

    Bold Vision Financial (formerly Fearless Financial Planning)

    One-time$2,750+
    Hourly$350+/hr
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    Amy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning and education firm focused on women, families, and entrepreneur...

    Ideal for
    Women • Newlyweds/Couples
    Specializes in
    InvestmentsEmployee BenefitsRetirement
  • 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
  • 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

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