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

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
Diane Esser, CPA, CFP®, RICP®, CEPS
Direction Financial Management, LLC
Not accepting clients
Hourly$360/hr
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Not accepting clients
Diane Esser, CPA, CFP®, RICP®, CEPS
Direction Financial Management, LLC
Not accepting clients
Hourly$360/hr
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Diane Esser works with clients approaching retirement and already retired to ensure they obtain their best return on life.
Ideal for
Pre-Retirees • Retirees
Specializes in
Retirement • Social Security • Pre-Retirement Planning
Jill Raderstorf, MBA
Aptus Financial
Monthly$193/mo
Annual$1,160/yr
One-time$3,480
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Jill Raderstorf, MBA
Aptus Financial
Monthly$193/mo
Annual$1,160/yr
One-time$3,480
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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
Retirement • Early Career Planning • Mid-Career Planning
Krystal Fortner, CFP®
Krystal Fortner
One-time$5,500+
Hourly$350/hr
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Krystal Fortner, CFP®
Krystal Fortner
One-time$5,500+
Hourly$350/hr
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No nonsense, advice-only planner who dreams of everyone having a financial plan.
Ideal for
DIY Investors • Fitness/Wellness Enthusiasts
Specializes in
Tax Strategies
Pre-Retirement Planning
Retirement
Igor Aronov, CFP®
FAR Financial
One-time$5,000+
Hourly$300/hr
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Igor Aronov, CFP®
FAR Financial
One-time$5,000+
Hourly$300/hr
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Expert and creative approach to helping clients and their families untangle complexity, build structure and make intentional financial decisions.
Ideal for
Families with Children • DIY Investors
Specializes in
Mid-Career Planning
Insurance • College Savings
Kevin Estes, CFP®, CCFC, MBA
Scaled Finance, LLC
One-time$3,000+
Hourly$250/hr
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Kevin Estes, CFP®, CCFC, MBA
Scaled Finance, LLC
One-time$3,000+
Hourly$250/hr
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Hourly financial planner helping tech professionals and families live their best lives.
Ideal for
Technology Professionals • FIRE
Specializes in
Tax Strategies
Pre-Retirement Planning
Mid-Career Planning
Jim Mahaney, CFP®, MSFS
Mavericus Retirement Services
Not accepting clients
Annual$1,700/yr
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Not accepting clients
Jim Mahaney, CFP®, MSFS
Mavericus Retirement Services
Not accepting clients
Annual$1,700/yr
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Jim runs a flat fee, retirement-focused firm. He is the author of two books, is a published researcher, and the holder of three patents.
Ideal for
Retirees • Pre-Retirees
Specializes in
Retirement • Pre-Retirement Planning • Tax Strategies
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
Mike Staman, CFP®, MSPFP, CAP®, AEP®, TPCP®
Delaware Financial Planning
Monthly$475+/mo
One-time$5,000+
Hourly$400/hr
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Mike Staman, CFP®, MSPFP, CAP®, AEP®, TPCP®
Delaware Financial Planning
Monthly$475+/mo
One-time$5,000+
Hourly$400/hr
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Serving mid- to late-stage corporate and non-profit professionals, I believe in the value of ongoing planning but can also work on a project basis.
Ideal for
Pre-Retirees • High Earners ($250k - $500k)
Specializes in
Tax Strategies • Pre-Retirement Planning • Retirement
Rupa Pereira, CFP®,EA,CSLP®
FWJ Planning
Monthly$150/mo
Quarterly$125/qtr
Annual$1,200/yr
One-time$4,500+
Hourly$250+/hr
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Rupa Pereira, CFP®,EA,CSLP®
FWJ Planning
Monthly$150/mo
Quarterly$125/qtr
Annual$1,200/yr
One-time$4,500+
Hourly$250+/hr
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I offer 'Tax-Optimal' financial planning for young families, women-led households and those with cross-border sensitivities - through hourly and compr...
Ideal for
Cross-Border • Female Breadwinner
Specializes in
Tax Strategies • College Savings • Pre-Retirement Planning
Megan Kiesel, CFP®
Livelihood
One-time$2,300+
Hourly$175/hr
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Megan Kiesel, CFP®
Livelihood
One-time$2,300+
Hourly$175/hr
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At Livelihood we work with early- and mid-career clients who are looking to balance a joyful and meaningful life with long-term financial stability.
Ideal for
Non-profit professionals • Newlyweds/Couples
Specializes in
Budgeting • Retirement • Home Purchase
David Barfield, CFP®
Datapoint Financial Planning, LLC
Hourly$300/hr
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David Barfield, CFP®
Datapoint Financial Planning, LLC
Hourly$300/hr
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Hourly financial planning with no strings attached. Simply pay for the time you need when you need it.
Ideal for
Technology Professionals • Young Professionals
Specializes in
Employee Benefits • Investments • Retirement
Audrey Emerson, CFP®
Cents of Joy Financial Planning
Monthly$200+/mo
One-time$2,700+
Hourly$300/hr
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Audrey Emerson, CFP®
Cents of Joy Financial Planning
Monthly$200+/mo
One-time$2,700+
Hourly$300/hr
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Ready for a more joyful relationship with money? Hi! I’m Audrey and I help creatives, freelancers, & DIY millennials swap money anxiety for financial...
Ideal for
Artists/Creatives • Newlyweds/Couples
Specializes in
Small Business • Budgeting • Tax Strategies
Maggie Klokkenga, CFP®, AFC®
Abundo Wealth
Not accepting clients
Monthly$189/mo
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Not accepting clients
Maggie Klokkenga, CFP®, AFC®
Abundo Wealth
Not accepting clients
Monthly$189/mo
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Maggie is passionate about helping her clients align their money with what they truly value.
Ideal for
FIRE • Newlyweds/Couples
Specializes in
Tax Strategies
Budgeting • Pre-Retirement Planning
Nancy Doyle, CFA, CFT
Manage Your Financial Life
Hourly$250/hr
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Nancy Doyle, CFA, CFT
Manage Your Financial Life
Hourly$250/hr
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It is time to get your financial house in order. As an advice-only hourly planner, I help women become more knowledgeable and engaged in their financi...
Ideal for
Women • Divorced Individuals
Specializes in
Investments • Retirement Life Planning • Pre-Retirement Planning
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
Chris Williams, CPA
Inceptive Financial
Monthly$125/mo
Quarterly$225/qtr
Annual$525/yr
One-time$695+
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Chris Williams, CPA
Inceptive Financial
Monthly$125/mo
Quarterly$225/qtr
Annual$525/yr
One-time$695+
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I am the founder of Inceptive Financial and the solo planner; specializing in preparing comprehensive financial plans for a fixed fee.
Ideal for
High Earners ($250k - $500k) • Families with Children
Specializes in
Pre-Retirement Planning
Investments • College Savings
Daryoosh Khalilollahi, CFP, RIA, MBA, MSEE
DABK Financial Planning Services
Hourly$250/hr
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Daryoosh Khalilollahi, CFP, RIA, MBA, MSEE
DABK Financial Planning Services
Hourly$250/hr
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My mission is to make individuals and families establish a clear financial path for reaching their lifetime goals and help them avoid mistakes in the...
Ideal for
FIRE • Business Owners
Specializes in
Investments • Retirement • Tax Strategies