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

  • Shannon Fleener
    Monthly$200+/mo
    Quarterly$600+/qtr
    Annual$2,400+/yr
    One-time$2,000+
    Hourly$300+/hr

    I specialize in serving First Generation Wealth Builders who want to change their financial family trees, as well as progressive professionals and inv...

    Ideal for
    FIRE • Philanthropists
    Specializes in
    BudgetingRetirementHome Purchase
  • Kate Wilusz

    Kate Wilusz, CFP®

    Fiat Lux Financial Planning

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

    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
  • 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
  • Praveen Krishnamurthy
    One-time$4,500+
    Hourly$300/hr

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

    Ideal for
    Technology Professionals • Young Professionals
    Specializes in
    Employee BenefitsInvestmentsRetirement
  • Zach Lundak
    Hourly$300+/hr

    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
  • Nick Booth

    Nick Booth, CFP®, CDAA

    Nine Inning Finance

    Annual$3,000/yr
    One-time$3,600+
    Hourly$300/hr

    I love working with: 1) Those approaching retirement 2) Millennials seeking help planning for life events while striking a balance with saving for ret...

    Ideal for
    Pre-Retirees • Young Professionals
    Specializes in
    Pre-Retirement PlanningInvestmentsTax Strategies
  • Zach Hidden

    Zach Hidden, CFP®

    Perk Planning

    Hourly$340/hr

    I am passionate about providing easy-to-understand financial advice by the hour. I enjoy simplifying complex situations and creating actionable plans....

    Ideal for
    DIY Investors • Business Owners
    Specializes in
    RetirementSmall BusinessPre-Retirement Planning
  • Brian Rhoads

    Brian Rhoads, CFA, EA

    Checkpoint Financial Planning, LLC

    One-time$2,450
    Hourly$350/hr

    I support Validators and DIYers with financial advice at personal checkpoints. Advice only, and only when needed.

    Ideal for
    DIY Investors • FIRE
    Specializes in
    InvestmentsInsuranceTax Strategies
  • Josh Gallogly

    Josh Gallogly, CFP®, EA

    Milestones Financial, LLC

    One-time$2,490+
    Hourly$249/hr

    I serve clients by providing flat-fee and hourly financial advice on things like reducing their tax bill, investing smarter, and retirement income.

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    Retirement
    Pre-Retirement Planning
    Investments
  • Jenn Steliga
    Annual$6,000/yr
    One-time$2,600+

    Jenn specializes in working with those who are serious about designing and achieving their version of financial independence (FI).

    Ideal for
    FIRE • Veterans/Military Personnel
    Specializes in
    BudgetingDebt & CreditEmployee Benefits
  • Scott Grissom

    Scott Grissom, PhD, CFP®

    Socrates Financial Planning

    One-time$2,500+

    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
  • Kevin Burkle

    Kevin Burkle, CFP®

    HCP Wealth Planning

    One-time$2,400+

    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
  • Aleksandr Fridlyand
    Annual$2,750+/yr
    One-time$2,750+
    Hourly$210/hr

    As a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), Alex combines deep technical knowledge with strategic insight to delive...

    Ideal for
    Retirees • Pre-Retirees
    Specializes in
    BudgetingInvestmentsRetirement
  • Avanti Shetye
    Quarterly$1,200+/qtr
    One-time$7,500+
    Hourly$500/hr

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

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

    Aubrey Williams, MS, MBA

    Open Path Financial, LLC

    Hourly$385/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 for
    LGBTQ+ • FIRE
    Specializes in
    Tax StrategiesSmall BusinessRetirement Life Planning
  • Phillip Durbin

    Phillip Durbin

    Generational Wealth Development

    One-time$3,200
    Hourly$150/hr

    I help rural and middle-income families to learn about personal finance so that they can create Generational Wealth and change their families futures....

    Ideal for
    Young Professionals • Farmers
    Specializes in
    Early Career PlanningDebt & CreditMid-Career Planning
  • Kirk Reagan

    Kirk Reagan, CFP®, MQFP®, ChFC®

    High Flight Financial LLC

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

    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
  • Lisa Eaton

    Lisa Eaton, MS, DPT

    Firm Footing Financial Planning

    Hourly$250+/hr

    I am a financial planner passionate about providing affordable access to financial advice to all people.

    Ideal for
    Healthcare Workers • Business Owners
    Specializes in
    BudgetingDebt & CreditCareer Planning

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