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

  • Chris Maggio

    Chris Maggio, RICP®

    Retirement Planning Partner LLC

    One-time$1,833+
    Hourly$150/hr
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    I specialize in retirement planning, earning the Retirement Income Certified Professional (RICP®) designation to provide expert guidance in this compl...

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    Retirement
    InvestmentsTax Strategies
  • Holly Davis

    Holly Davis, CFP®, CPA

    Alta Via Financial Planning

    Annual$6,000+/yr
    One-time$6,500+
    Hourly$400/hr
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    Planning for families with active outdoor lifestyles who have multiple competing financial goals. Also specializes in equity compensation for tech wor...

    Ideal for
    High Earners ($250k - $500k) • Families with Children
    Specializes in
    InvestmentsRetirementTax Strategies
  • Lynn Anderson
    Monthly$189/mo
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    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
  • Riki Cooke

    Riki Cooke, CFP®

    Abundo Wealth

    Monthly$189/mo
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    On a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!

    Ideal for
    Travelers • Newlyweds/Couples
    Specializes in
    Employee BenefitsRetirementEarly Career Planning
  • Igor Aronov

    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
    InsuranceCollege Savings
  • Tim Melia

    Tim Melia, CFP®, MBA

    Embolden Financial Planning LLC

    Hourly$350/hr
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    BE EMBOLDENED. Let’s work together to create a plan to achieve your financial goals and find the answers to your important money questions.

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    Tax Strategies
    Retirement Life Planning
    Real Estate
  • Michael Rodriguez

    Michael Rodriguez, CFP®

    Equanimity Wealth

    Monthly$189/mo
    One-time$299
    Hourly$175/hr
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    Michael, a CFP® from Glendale, CA, helps families achieve financial clarity with a people-first approach.

    Ideal for
    Families with Children • Business Owners
    Specializes in
    Debt & CreditEmployee BenefitsInvestments
  • Paulo Lopes

    Paulo Lopes, J.D.

    Woodmont Financial Partners LLC

    One-time$5,000+
    Hourly$385/hr
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    Attorney turned financial planner offering retirement, tax, estate, and investment advice — all billed hourly, with no ongoing fees or obligations. Ju...

    Ideal for
    DIY Investors • Pre-Retirees
    Specializes in
    InvestmentsRetirementEstate Planning
  • Chandler Fugate-Laus
    One-time$2,800+
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    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
  • Kevin Burkle

    Kevin Burkle, CFP®

    HCP Wealth Planning

    One-time$2,400+
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    I am an early retirement planning expert. For a flat dollar fee, I offer one-time plans that include ongoing access to my powerful planning software.

    Ideal for
    Pre-Retirees • FIRE
    Specializes in
    Tax Strategies
    Pre-Retirement Planning
    Investments
  • Ross Dugas

    Ross Dugas, Ph.D.

    Scientific Financial

    Monthly$65/mo
    One-time$4,000
    Hourly$200/hr
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    As a former engineer I enjoying working with curious investors who seek to understand. No handwaving, just data and transparency.

    Ideal for
    Engineers and Scientists • DIY Investors
    Specializes in
    RetirementTax StrategiesInvestments
  • Daryoosh Khalilollahi

    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
    InvestmentsRetirementTax Strategies
  • Andrew Dressel

    Andrew Dressel, CFP®, CRPC®, APMA®

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo
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    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
  • Amy Rosenow

    Amy Rosenow, CFA, CFP®

    Bold Vision Financial (formerly Fearless Financial Planning)

    One-time$2,750+
    Hourly$350+/hr
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    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
  • Sarah Gerber

    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
    BudgetingEarly Career PlanningMid-Career Planning
  • Maggie Klokkenga

    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
    BudgetingPre-Retirement Planning
  • David Barfield

    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 BenefitsInvestmentsRetirement
  • Avanti Shetye
    Quarterly$1,200+/qtr
    One-time$7,500+
    Hourly$500/hr
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    Advice-only financial planner helping you make smart, informed financial decisions with confidence.

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

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