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.

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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.

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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Our Advisor Directory

Browse our complete network of qualified advice-only financial advisors

1-9of 78 advisors
  • Kevin Burkle

    Kevin Burkle, CFP®

    HCP Wealth Planning

    Featured Advisor

    Accepting Clients
    One-time$2,400+

    I am an early retirement planning expert. For a simple, flat dollar fee, I offer one-time plans that include ongoing access to my powerful planning software.

    IDEAL CLIENTS

    Pre-Retirees • FIRE • Young Professionals

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  • Dan Honsberger

    Dan Honsberger, CFP®

    Reel Financial Planning

    Featured Advisor

    Accepting Clients
    Monthly$500+/mo
    One-time$5,000+
    Hourly$350+/hr

    I specialize in navigating complex financial situations with clarity and confidence. I invest a substantial amount of time to fully understand each client’s unique goals and challenges - delivering thoughtful, tailored strategies that go far beyond a one-size-fits-all approach.

    IDEAL CLIENTS

    Families with Children • Young Professionals • Divorced Individuals

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  • Praveen Krishnamurthy

    Praveen Krishnamurthy

    Empower Financial

    Featured Advisor

    Accepting Clients
    One-time$2,400+
    Hourly$240/hr

    I help tech professionals transform their tech success into lasting wealth and security. I specialize in equity compensation, advanced tax planning, and investment diversification strategies.

    IDEAL CLIENTS

    Technology Professionals • Young Professionals • FIRE

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  • Chad Gammon

    Chad Gammon, CFP®, MBA

    Custom Fit Financial LLC

    Featured Advisor

    Accepting Clients
    Monthly$159+/mo
    One-time$2,250+
    Hourly$180/hr

    Chad Gammon, CFP®, founded Custom Fit Financial to provide fee-only financial planning for individuals with a net worth under $2 million.

    IDEAL CLIENTS

    Pre-Retirees • DIY Investors • Remote Workers

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  • Brian Clarke

    Brian Clarke, CFP®, MBA

    Clarke Financial Counsel, LLC

    Accepting Clients
    Hourly$325/hr

    I provide Hourly Fee Only Comprehensive Financial Planning for Individuals and Couples Approaching Retirement.

    IDEAL CLIENTS

    Pre-Retirees • Retirees • Individual

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  • Chris Reddick

    Chris Reddick, CFP®, EA

    Chris Reddick Financial Planning, LLC

    Accepting Clients
    Monthly$150/mo
    Hourly$150/hr

    Chris Reddick helps professionals in corporate, education, and public service careers with advice-only investment, retirement, and tax planning—offering clear guidance without managing your money for you.

    IDEAL CLIENTS

    Educators • Government Employees • Retirees

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  • Aubrey Williams

    Aubrey Williams, MS, MBA

    Open Path Financial, LLC

    Accepting Clients
    Hourly$350/hr

    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 CLIENTS

    LGBTQ+ • FIRE • DIY Investors

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  • Rupa Pereira

    Rupa Pereira, CFP®,EA,CSLP®

    FWJ Planning

    Accepting Clients
    Quarterly$225+/qtr
    Annual$900+/yr
    One-time$4,000+
    Hourly$200/hr

    I offer 'Tax-Optimal' planning for young families, women-led households and those with cross-border sensitivities - through hourly and comprehensive services.

    IDEAL CLIENTS

    Female Breadwinner • Cross-Border • Families with Children

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  • Kelly Palmer

    Kelly Palmer, CFA

    The Wealthy Parent

    Accepting Clients
    One-time$4,950
    Hourly$300/hr

    My mission is to help new families bring structure, purpose, and clarity to their financial lives. I'm a new mom and an experienced adviser here to help.

    IDEAL CLIENTS

    Families with Children • FIRE • DIY Investors

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