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

  • Paulo Lopes

    Paulo Lopes, J.D.

    Woodmont Financial Partners LLC

    One-time$5,000+
    Hourly$385/hr
    View Profile

    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
  • Ashley Rittershaus

    Ashley Rittershaus, CFP®

    Curious Crow Financial Planning

    One-time$5,000
    View Profile

    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
  • Jenn Steliga
    Annual$6,000/yr
    One-time$2,600+
    View Profile

    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
  • Al Faber

    Al Faber, CFP®, ChFC®

    DIWY Financial Planning

    One-time$400+
    Hourly$400+/hr
    View Profile

    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
  • Holly Davis

    Holly Davis, CFP®, CPA

    Alta Via Financial Planning

    Annual$6,000+/yr
    One-time$6,500+
    Hourly$400/hr
    View Profile

    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
  • DJ Jack

    DJ Jack

    Abundo Wealth

    Monthly$189/mo
    View Profile

    On a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!

    Ideal for
    FIRE • Young Professionals
    Specializes in
    Debt & Credit
    BudgetingInvestments
  • Maggie Klokkenga

    Maggie Klokkenga, CFP®, AFC®

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo
    View Profile

    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
  • Alex Ammar

    Alex Ammar, CFP®

    Paradox Financial

    One-time$6,000
    Hourly$350/hr
    View Profile

    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
  • Christopher Lazzaro

    Christopher Lazzaro, ChFC®, RICP®

    Plan For It Financial, LLC

    Monthly$400+/mo
    One-time$3,500+
    Hourly$350/hr
    View Profile

    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
  • Aubrey Williams

    Aubrey Williams, MS, MBA

    Open Path Financial, LLC

    Hourly$385/hr
    View Profile

    Hi, I'm Aubrey and I'm here to help. Advice-only, fee-only, fiduciary 100% of the time, on the hourly model for FI/RE clients with ADHD/neurodiversity...

    Ideal for
    LGBTQ+ • FIRE
    Specializes in
    Tax StrategiesSmall BusinessRetirement Life Planning
  • Carmetta Joyner

    Carmetta Joyner, CFP®

    Joyner Financial Planning

    One-time$3,000
    Hourly$300+/hr
    View Profile

    Helping first-generation professionals organize & optimize their financial lives to feel confident about their finances & future!

    Ideal for
    Young Professionals • Female Breadwinner
    Specializes in
    BudgetingDebt & CreditEmployee Benefits
  • Desiree  Kaul

    Desiree Kaul, CFP®, ChFC®

    Kaul Financial Solutions

    Hourly$250/hr
    View Profile

    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
  • David Barfield

    David Barfield, CFP®

    Datapoint Financial Planning, LLC

    Hourly$300/hr
    View Profile

    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
  • Kaki Perdue

    Kaki Perdue, CPA, CFP®

    Look Both Ways Financial

    One-time$6,400
    Hourly$300/hr
    View Profile

    Kaki is on a mission to help you feel safe, strong, and secure managing your own money! Check out my podcast: Look Both Ways Financial

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    RetirementTax StrategiesRetirement Life Planning
  • Justin Horowitz
    One-time$1,800+
    View Profile

    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
  • Ross Dugas

    Ross Dugas, Ph.D.

    Scientific Financial

    Monthly$65/mo
    One-time$4,000
    Hourly$200/hr
    View Profile

    As a former engineer I enjoying working with curious investors who seek to understand. No handwaving, just data and transparency.

    Ideal for
    Engineers and Scientists • DIY Investors
    Specializes in
    RetirementTax StrategiesInvestments
  • Melissa Leonard

    Melissa Leonard, CFP®

    Cairn Financial Planning

    Annual$2,500+/yr
    One-time$2,500+
    Hourly$250/hr
    View Profile

    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
  • Chris Maggio

    Chris Maggio, RICP®

    Retirement Planning Partner LLC

    One-time$1,200+
    Hourly$120/hr
    View Profile

    I specialize in retirement planning, earning the Retirement Income Certified Professional (RICP®) designation to provide expert guidance in this compl...

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    Retirement
    InvestmentsTax Strategies

Need Help Finding the Right Advisor?

Answer a few questions to help us understand your needs and find advisors who specialize in helping clients like you. (No email required)

Question 1 of 5

I'm looking for this kind of relationship with an advisor...