Find Your Advice-Only Financial Advisor!
Discover the power of unbiased financial advice with the Advice-Only Network, your one-stop destination for connecting with dedicated, certified professionals from financial planning practices across the country. Our network ensures you receive objective guidance tailored to your unique financial goals and needs.
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.
Meet Our Advice-Only Advisors
We have two ways to help you find an advisor that's right for you
Find Your Perfect Match
Answer a few questions to help us understand your needs and find advisors who specialize in helping clients like you. (No email required)
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Advisor Directory
Advisor filters
Advanced financial planning strategies for people who want to be Financially Independent & Retire Early in the next 10 years
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FIRE • DIY Investors • High Earners ($250k - $500k)
Amy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
Accepting ClientsOne-time$3,000+Hourly$300/hrAmy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning and education firm focused on women, families, and entrepreneurs.
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Women • Newlyweds/Couples • Pre-Retirees
Andrew Kleinberg, CFP®, CFA
Grand Central Financial Planning
Accepting ClientsOne-time$3,250Hourly$400/hrInvestment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.
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Families with Children • Individual • Young Professionals
Andrew Dressel is a CFP® at Abundo Wealth, where he helps clients achieve their financial goals. He values transparency, innovation, and honesty.
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Photographers • FIRE • Pre-Retirees
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 money.
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DIY Investors • FIRE • Young Professionals
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.
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LGBTQ+ • FIRE • DIY Investors
Avanti Shetye, MBA, CFA, CFP®
Wealthwyzr, LLC
Accepting ClientsQuarterly$1,200+/qtrOne-time$7,500+Hourly$500/hrAdvice-only financial planner helping you make smart, informed financial decisions with confidence.
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DIY Investors • High Net Worth • Retirees
I provide Hourly Fee Only Comprehensive Financial Planning for Individuals and Couples Approaching Retirement.
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Pre-Retirees • Retirees • Individual
I support Validators and DIYers with financial advice at personal checkpoints. Advice only, and only when needed.
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DIY Investors • FIRE • Pre-Retirees