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.

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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.

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Are you interested in launching an Advice‑Only practice?

Templates and compliance support
Education and coaching
6 months of membership included

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Meet Our Advice-Only Advisors

Advisor Directory

Try filtering to find your perfect match

Paulo Lopes, CFP®, JD
Woodmont Financial Partners LLC
One-time$6,000+
Hourly$375/hr
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Paulo Lopes, CFP®, JD
Woodmont Financial Partners LLC
One-time$6,000+
Hourly$375/hr
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Hourly or flat-fee planning, one-time or ongoing, with actionable next steps for retirement, taxes, estate decisions, and investments.
Ideal for
DIY Investors • High Earners ($250k - $500k)
Specializes in
Tax Strategies
Estate Planning • Investments
Thomas Hendrix
Hendrix Financial Planning
One-time$2,950
Hourly$150/hr
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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
Andrew Kleinberg, CFP®, CFA
Grand Central Financial Planning
One-time$3,250
Hourly$400/hr
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Andrew Kleinberg, CFP®, CFA
Grand Central Financial Planning
One-time$3,250
Hourly$400/hr
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Investment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.
Ideal for
Families with Children • Individual
Specializes in
Investments • Tax Strategies • Employee Benefits
Spenser Liszt, CFP®
Motif Planning
Monthly$833/mo
Annual$10,000/yr
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Spenser Liszt, CFP®
Motif Planning
Monthly$833/mo
Annual$10,000/yr
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Holistic financial life planner helping high-earning families simplify equity compensation, reduce taxes and build a clear financial plan.
Ideal for
High Earners ($250k - $500k) • Families with Children
Specializes in
Tax Strategies
Employee Benefits • Investments
Jon Luskin, CFP®
JonLuskin.com
One-time$4,695
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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
Retirement • Pre-Retirement Planning
Nick Booth, CFP®, CDAA
Nine Inning Finance
Annual$3,000+/yr
One-time$4,500+
Hourly$375/hr
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Nick Booth, CFP®, CDAA
Nine Inning Finance
Annual$3,000+/yr
One-time$4,500+
Hourly$375/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 Planning • Investments • Tax Strategies
Shannon Fleener, CFP®
Sage Financial
Monthly$200+/mo
Quarterly$600+/qtr
Annual$2,400+/yr
One-time$2,000+
Hourly$300+/hr
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Shannon Fleener, CFP®
Sage Financial
Monthly$200+/mo
Quarterly$600+/qtr
Annual$2,400+/yr
One-time$2,000+
Hourly$300+/hr
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I serve progressive professionals and values-based investors who want to achieve financial freedom while supporting their communities.
Ideal for
FIRE • DIY Investors
Specializes in
Investments • Home Purchase • Pre-Retirement Planning
Brian Jones
Your Everyday ROI
Monthly$350+/mo
Annual$4,200+/yr
One-time$3,000+
Hourly$350+/hr
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Brian Jones
Your Everyday ROI
Monthly$350+/mo
Annual$4,200+/yr
One-time$3,000+
Hourly$350+/hr
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As a teacher/coach of +18yrs, I understand the unique circumstances of educators & how ordinary, daily progress can grow into financial independence.
Ideal for
Teachers • DIY Investors
Specializes in
Early Career Planning • Budgeting • Debt & Credit
Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/mo
Annual$2,400+/yr
One-time$4,400+
Hourly$425/hr
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Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/mo
Annual$2,400+/yr
One-time$4,400+
Hourly$425/hr
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I help individuals and families achieve financial peace of mind with personalized plans to help you meet your goals while enjoying life along the way!
Ideal for
Retirees • Pre-Retirees
Specializes in
Retirement • Pre-Retirement Planning • Investments
Mary Ann Sullivan, CFP®, DACFP
395 Financial Planning
Monthly$195/mo
One-time$395
Hourly$295/hr
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Mary Ann Sullivan, CFP®, DACFP
395 Financial Planning
Monthly$195/mo
One-time$395
Hourly$295/hr
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Want financial independence? I teach you how to get there. My clients are aspiring DIY'ers who want to learn to be their own CFOs.
Ideal for
Educators • DIY Investors
Specializes in
Employee Benefits
Pre-Retirement Planning • Investments
Robert Tucker, CFP®, CFA
Tucker Wealth Advisory
Quarterly$750+/qtr
One-time$2,250+
Hourly$300/hr
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Robert Tucker, CFP®, CFA
Tucker Wealth Advisory
Quarterly$750+/qtr
One-time$2,250+
Hourly$300/hr
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I help individuals and families develop and implement financial plans. Experienced fiduciary, Wharton MBA, with the CFP(R) and CFA(R) designations.
Ideal for
Pre-Retirees • Retirees
Specializes in
Investments • Retirement • Tax Strategies
Melissa Leonard, CFP®
Cairn Financial Planning
Annual$2,500+/yr
One-time$2,500+
Hourly$250/hr
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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
Budgeting • Employee Benefits • Investments
Praveen Krishnamurthy, CFP®
Empower Financial
One-time$4,500+
Hourly$300/hr
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Praveen Krishnamurthy, CFP®
Empower Financial
One-time$4,500+
Hourly$300/hr
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I help tech professionals turn success into lasting wealth and security through equity comp planning, advanced tax strategies, and diversification.
Ideal for
Technology Professionals • Young Professionals
Specializes in
Employee Benefits • Investments • Retirement
Scott Grissom, PhD, CFP®
Socrates Financial Planning
One-time$2,500+
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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
Budgeting • Investments
Sara Young, CFP®
Live and Give Financial
Annual$3,600+/yr
One-time$4,500
Hourly$350/hr
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Sara Young, CFP®
Live and Give Financial
Annual$3,600+/yr
One-time$4,500
Hourly$350/hr
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I guide physicians and healthcare professionals with tax-smart, values-centered planning built through open, collaborative conversations.
Ideal for
Medical Professionals • Healthcare Workers
Specializes in
Tax Strategies
Pre-Retirement Planning • College Savings
Sarah Gerber, CFP®, AFC®
Momentum Financial Planning LLC
Monthly$349+/mo
Quarterly$1,047+/qtr
Annual$4,188+/yr
One-time$949+
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Sarah Gerber, CFP®, AFC®
Momentum Financial Planning LLC
Monthly$349+/mo
Quarterly$1,047+/qtr
Annual$4,188+/yr
One-time$949+
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Momentum helps newlywed couples, young families, and early-career individuals build their financial foundation and make the most of their money.
Ideal for
Newlyweds/Couples • Technology Professionals
Specializes in
Budgeting • Early Career Planning • Mid-Career Planning
Andrew Dressel, CFP®, CRPC®, APMA®
Abundo Wealth
Not accepting clients
Monthly$189/mo
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Not accepting clients
Andrew Dressel, CFP®, CRPC®, APMA®
Abundo Wealth
Not accepting clients
Monthly$189/mo
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Andrew Dressel is a CFP® at Abundo Wealth, where he helps clients achieve their financial goals. He values transparency, innovation, and honesty.
Ideal for
Photographers • FIRE
Specializes in
Debt & Credit • Retirement • Insurance
John Bell, CFP®
Free State Financial Planning
Quarterly$750/qtr
Annual$3,000/yr
One-time$3,000+
Hourly$400/hr
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John Bell, CFP®
Free State Financial Planning
Quarterly$750/qtr
Annual$3,000/yr
One-time$3,000+
Hourly$400/hr
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Serving families with a focus on comprehensive financial planning. For those that want more limited engagements I also offer hourly planning.
Ideal for
DIY Investors • Pre-Retirees
Specializes in
Pre-Retirement Planning • Retirement • Tax Strategies