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

  • Sarah Dickenson

    Sarah Dickenson

    Abundo Wealth

    Monthly$189/mo

    My mission as a financial planner is to help people gain clarity on their finances so they can spend more time pursuing their dreams.

    Ideal for
    Artists/Creatives • Photographers
    Specializes in
    BudgetingDebt & CreditCareer Planning
  • Sarah Gerber

    Sarah Gerber, CFP®, AFC®

    Momentum Financial Planning LLC

    Monthly$349+/mo
    Quarterly$1,047+/qtr
    Annual$4,188+/yr
    One-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 for
    Newlyweds/Couples • Technology Professionals
    Specializes in
    Early Career Planning
    Mid-Career Planning
    Home Purchase
  • David Barfield

    David Barfield, CFP®

    Datapoint Financial Planning, LLC

    Hourly$300/hr

    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
  • Daryoosh Khalilollahi

    Daryoosh Khalilollahi, CFP, RIA, MBA, MSEE

    DABK Financial Planning Services

    Hourly$250/hr

    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
  • Jon Luskin

    Jon Luskin, CFP®

    JonLuskin.com

    One-time$4,695

    Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary specializing in hourly advice to do-it-yourself i...

    Ideal for
    DIY Investors • Retirees
    Specializes in
    Investments
    RetirementPre-Retirement Planning
  • Chris Maggio

    Chris Maggio, RICP®

    Retirement Planning Partner LLC

    One-time$1,200+
    Hourly$120/hr

    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
  • Bill Hines
    Monthly$399+/mo
    One-time$399+
    Hourly$199/hr

    We help clients build a high-fidelity financial/retirement plan with tools available to consumers, teach how to maintain it, and interpret the results

    Ideal for
    DIY Investors • FIRE
    Specializes in
    Pre-Retirement Planning
    Retirement Life Planning
    Budgeting
  • Christopher Lazzaro

    Christopher Lazzaro, ChFC®, RICP®

    Plan For It Financial, LLC

    Monthly$400+/mo
    One-time$3,500+
    Hourly$350/hr

    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
  • Patrick Bourbon

    Patrick Bourbon, CFA, CFP®

    Bourbon Financial Management

    Monthly$500+/mo

    Patrick is your personal Chief Financial Officer. His main goal is to give you the best tools possible to improve your financial decisions.

    Ideal for
    Business Owners • High Net Worth
    Specializes in
    Tax StrategiesInvestmentsRetirement
  • Stephan Shipe

    Stephan Shipe, Ph.D., CFP®, CFA

    Scholar Financial Advising

    One-time$5,000+
    Hourly$385/hr

    We help DIY investors by providing financial advice that they can implement for a flat fee.

    Ideal for
    High Net Worth • DIY Investors
    Specializes in
    InvestmentsTax StrategiesPre-Retirement Planning
  • Ty Rollins

    Ty Rollins, MBA, EA

    Ty Rollins, Inc.

    One-time$800+

    I work with clients who are near or already in retirement. My Retirement Roadmap focuses on streamlining retirement.

    Ideal for
    Retirees • Pre-Retirees
    Specializes in
    RetirementTax StrategiesInvestments
  • Linda Rapisardo
    Monthly$300+/mo
    Annual$3,600+/yr
    One-time$2,500+

    I help first-gen professionals who've had to figure it all out build financial confidence and freedom.

    Ideal for
    Families with Children • Young Professionals
    Specializes in
    BudgetingEmployee BenefitsInvestments
  • 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

    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
  • Jake Stalder

    Jake Stalder, CFP®

    Navigate Financial Planning LLC

    Monthly$170+/mo
    One-time$3,200+

    I help early retirees navigate the nuances of early retirement, by crafting unique financial strategies in achieving financial independence, that alig...

    Ideal for
    Pre-Retirees • FIRE
    Specializes in
    InvestmentsPre-Retirement PlanningBudgeting
  • Audrey Emerson

    Audrey Emerson, CFP®

    Cents of Joy Financial Planning

    Monthly$200+/mo
    One-time$2,700+
    Hourly$300/hr

    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 BusinessBudgetingTax Strategies
  • Mike Staman

    Mike Staman, CFP®, MSPFP, CAP, AEP®

    Delaware Financial Planning

    Monthly$475+/mo
    One-time$5,000+
    Hourly$400/hr

    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 StrategiesPre-Retirement PlanningRetirement
  • Maggie Klokkenga

    Maggie Klokkenga, CFP®, AFC®

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo

    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
  • Krystal Fortner

    Krystal Fortner, CFP®

    Krystal Fortner

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

    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

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