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
Mary Ann Sullivan, CFP®
395 Financial Planning
Monthly$175/moQuarterly$525+/qtrAnnual$2,100+/yrOne-time$395Hourly$175/hrMary Ann Sullivan, CFP®
395 Financial Planning
Monthly$175/moQuarterly$525+/qtrAnnual$2,100+/yrOne-time$395Hourly$175/hrWant financial independence? I teach you how to get there. I'll help you master your money—from clarifying your current state to building and implemen...
Ideal forEducators • DIY InvestorsSpecializes inEmployee BenefitsRetirement • Tax Strategies
Kevin Estes, CFP®, CCFC, MBA
Scaled Finance, LLC
Hourly$250/hrHourly financial planner helping tech professionals and families live their best lives.
Ideal forTechnology Professionals • FIRESpecializes inRetirement • Tax Strategies • Budgeting
Eric Smith, CFP®
Ridge Falls Financial Planning
Hourly$250+/hrHourly, Advice Only, Pre-Retirement Financial Planning
Ideal forEducators • Non-profit professionalsSpecializes inRetirement • Investments • College Savings
Chris Maggio, RICP®
Retirement Planning Partner LLC
One-time$1,200+Hourly$120/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
Holly Donaldson, CFP®, MBA, MA
Step by Step for DIY Investors
One-time$2,765+Hourly$395+/hrHolly Donaldson, CFP®, MBA, MA
Step by Step for DIY Investors
One-time$2,765+Hourly$395+/hrWith 25 years' experience, Holly collaborates with clients to navigate their own version of financial independence.
Ideal forDIY Investors • Engineers and ScientistsSpecializes inRetirementTax StrategiesInvestments
Al Faber, CFP®, ChFC®
DIWY Financial Planning
One-time$400+Hourly$400+/hrHolistic planning. Hourly or flat fee. Tools, support, and expert guidance on demand with no product sales or ongoing fees.
Ideal forHigh Earners ($250k - $500k) • DIY InvestorsSpecializes inEstate PlanningBudgeting • Investments
Alex Ammar, CFP®
Paradox Financial
One-time$6,000Hourly$350/hrAdvanced financial planning strategies for people who want to be Financially Independent & Retire Early in the next 10 years
Ideal forFIRE • DIY InvestorsSpecializes inInvestments • Retirement • Estate Planning
Brian Rhoads, CFA, EA
Checkpoint Financial Planning, LLC
One-time$2,450Hourly$350/hrI support Validators and DIYers with financial advice at personal checkpoints. Advice only, and only when needed.
Ideal forDIY Investors • FIRESpecializes inInvestments • Insurance • Tax Strategies
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
Patrick Bourbon, CFA, CFP®
Bourbon Financial Management
Monthly$500+/moPatrick is your personal Chief Financial Officer. His main goal is to give you the best tools possible to improve your financial decisions.
Ideal forBusiness Owners • High Net WorthSpecializes inTax Strategies • Investments • Retirement
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
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
Andrew Kleinberg, CFP®, CFA
Grand Central Financial Planning
One-time$3,250Hourly$400/hrInvestment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.
Ideal forFamilies with Children • IndividualSpecializes inInvestments • Tax Strategies • Employee Benefits
Aubrey Williams, MS, MBA
Open Path Financial, LLC
Hourly$385/hrHi, 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 forLGBTQ+ • FIRESpecializes inTax Strategies • Small Business • Retirement Life Planning
Sarah Gerber, CFP®, AFC®
Momentum Financial Planning LLC
Monthly$349+/moQuarterly$1,047+/qtrAnnual$4,188+/yrOne-time$949+Sarah Gerber, CFP®, AFC®
Momentum Financial Planning LLC
Monthly$349+/moQuarterly$1,047+/qtrAnnual$4,188+/yrOne-time$949+Momentum helps early career professionals, couples, and young families navigate the personal financial world and gets them started on the right financ...
Ideal forNewlyweds/Couples • Technology ProfessionalsSpecializes inEarly Career PlanningMid-Career PlanningHome Purchase
Sarah Dickenson
Abundo Wealth
Monthly$189/moMy mission as a financial planner is to help people gain clarity on their finances so they can spend more time pursuing their dreams.
Ideal forArtists/Creatives • PhotographersSpecializes inBudgeting • Debt & Credit • Career Planning
Thomas Hendrix
Hendrix Financial Planning
One-time$2,950Hourly$150/hrI 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 forDIY Investors • Veterans/Military Personnel
Greg Sazdanoff, CFP®
Rise Financial Consultants
Monthly$500/moAnnual$5,000/yrHourly$250/hrGreg Sazdanoff, CFP®
Rise Financial Consultants
Monthly$500/moAnnual$5,000/yrHourly$250/hrMy calling is to provide affordable financial planning to those in need. Reaching your financial goals can be hard, but it doesn't have to be.
Ideal forHigh Earners ($250k - $500k) • High Net WorthSpecializes inInvestments • Retirement • Home Purchase
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