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

  • Avanti Shetye
    Quarterly$1,200+/qtr
    One-time$7,500+
    Hourly$500/hr
    View Profile

    Advice-only financial planner helping you make smart, informed financial decisions with confidence.

    Ideal for
    DIY Investors • High Net Worth
    Specializes in
    InvestmentsRetirementTax Strategies
  • Scott Grissom

    Scott Grissom, PhD, CFP®

    Socrates Financial Planning

    One-time$2,500+
    View Profile

    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
  • Jill Raderstorf

    Jill Raderstorf, MBA

    Aptus Financial

    Monthly$193/mo
    Annual$1,160/yr
    One-time$3,480
    View Profile

    Jill Raderstorf is a financial planner at Aptus Financial, an advice only financial planning firm that helps people invest on their own. She is dedic...

    Ideal for
    Medical Professionals • High Earners ($250k - $500k)
    Specializes in
    RetirementEarly Career PlanningMid-Career Planning
  • Krystal Fortner

    Krystal Fortner, CFP®

    Krystal Fortner

    One-time$4,800+
    Hourly$350/hr
    View Profile

    No nonsense, advice-only planner who dreams of everyone having a financial plan.

    Ideal for
    DIY Investors • Fitness/Wellness Enthusiasts
    Specializes in
    Tax StrategiesPre-Retirement PlanningDebt & Credit
  • Jorge Soriano

    Jorge Soriano, CFP®

    Financial Optimist

    Monthly$325+/mo
    One-time$3,200+
    Hourly$360/hr
    View Profile

    Jorge loves to work with young families that are intentional about early retirement and tax optimization. He loves to educate and offer clarity to wha...

    Ideal for
    FIRE • Business Owners
    Specializes in
    RetirementTax StrategiesSmall Business
  • Lynn Anderson
    Monthly$189/mo
    View Profile

    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
  • Andrew Dressel

    Andrew Dressel, CFP®, CRPC®, APMA®

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo
    View Profile

    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 & CreditRetirementInsurance
  • Kirk Reagan

    Kirk Reagan, CFP®, MQFP®, ChFC®

    High Flight Financial LLC

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

    I am a retired Air Force Officer. I then went to work for Vanguard in order to gain experience and earn my CFP. I started my firm to be able to better...

    Ideal for
    Veterans/Military Personnel • FIRE
    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
  • Chris Mamula

    Chris Mamula, CFP®

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo
    View Profile

    Helping working families keep more of their money and reach financial independence faster.

    Ideal for
    FIRE • Pre-Retirees
    Specializes in
    InvestmentsRetirementPre-Retirement Planning
  • Adam Coleman
    Monthly$400/mo
    Quarterly$400/qtr
    Annual$4,800/yr
    One-time$3,500+
    Hourly$400/hr
    View Profile

    Hourly fiduciary planner empowering DIY investors to take control of their money with clear, unbiased financial guidance.

    Ideal for
    Pre-Retirees • FIRE
    Specializes in
    Pre-Retirement Planning
    InvestmentsRetirement
  • Chandler Fugate-Laus
    One-time$2,800+
    View Profile

    Comprehensive planning meets burnout recovery: I help Millennials position their money to quit the hamster wheel and start living better, now.

    Ideal for
    Women • Technology Professionals
    Specializes in
    Mid-Career Planning
    Home PurchaseBudgeting
  • Keith Hensley

    Keith Hensley, CFP®

    Florida Financial Planning

    Quarterly$1,500+/qtr
    One-time$5,000+
    Hourly$300/hr
    View Profile

    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
  • Mary Ann Sullivan

    Mary Ann Sullivan, CFP®

    395 Financial Planning

    Monthly$175/mo
    Quarterly$525+/qtr
    Annual$2,100+/yr
    One-time$395
    Hourly$175/hr
    View Profile

    Want 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 for
    Educators • DIY Investors
    Specializes in
    Employee Benefits
    RetirementTax Strategies
  • Zach Lundak
    Hourly$300+/hr
    View Profile

    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
  • Kate Wilusz

    Kate Wilusz, CFP®

    Fiat Lux Financial Planning

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

    Kate has over twenty years of experience with financial planning, investment management, equity compensation, real estate and business management.

    Ideal for
    Women • Female Breadwinner
    Specializes in
    InvestmentsInsuranceTax Strategies
  • Chad Gammon

    Chad Gammon, CFP®, RICP®, EA, MBA

    Custom Fit Financial LLC

    Monthly$159+/mo
    One-time$2,250+
    Hourly$180/hr
    View Profile

    I help DIY pre-retirees, engineers, and educators make clear, tax-smart decisions and build a retirement they feel truly ready for.

    Ideal for
    DIY Investors • Pre-Retirees
    Specializes in
    Tax Strategies
    Pre-Retirement Planning
    Career Planning
  • Amy Rosenow

    Amy Rosenow, CFA, CFP®

    Bold Vision Financial (formerly Fearless Financial Planning)

    One-time$2,750+
    Hourly$350+/hr
    View Profile

    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

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...