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

  • Brian Clarke

    Brian Clarke, CFP®, MBA

    Clarke Financial Counsel, LLC

    Hourly$325+/hr
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    I provide Hourly Fee Only Comprehensive Financial Planning for Individuals and Couples Approaching Retirement.

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    Pre-Retirement PlanningInvestmentsRetirement
  • 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
  • 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
  • Julia Lilly
    One-time$4,000
    Hourly$250/hr
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    Founder of Ryerson Financial - I partner with families and individuals to bring their financial future into focus 🔎

    Ideal for
    Families with Children • High Earners ($250k - $500k)
    Specializes in
    BudgetingInvestmentsTax Strategies
  • Katherine Edwards

    Katherine Edwards, CFP®

    MainStreet Financial Planning

    Monthly$210+/mo
    Annual$2,400+/yr
    One-time$4,400+
    Hourly$425/hr
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    I help individuals and families achieve financial peace of mind with personalized plans to help you meet your goals while enjoying life along the way!

    Ideal for
    Retirees • Pre-Retirees
    Specializes in
    RetirementPre-Retirement PlanningInvestments
  • Dustin Bell

    Dustin Bell, MBA

    Reflective Financial

    Monthly$300+/mo
    One-time$2,000+
    Hourly$300/hr
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    Former CFO who helps high-earners achieve financial independence with smart tax strategies and low-cost investment portfolios.

    Ideal for
    High Earners ($250k - $500k) • High Net Worth
    Specializes in
    Tax Strategies
    Mid-Career Planning
    Retirement
  • Chris Mamula

    Chris Mamula, CFP®

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo
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    Helping working families keep more of their money and reach financial independence faster.

    Ideal for
    FIRE • Pre-Retirees
    Specializes in
    InvestmentsRetirementPre-Retirement Planning
  • Brian Rhoads

    Brian Rhoads, CFA, EA

    Checkpoint Financial Planning, LLC

    One-time$2,450
    Hourly$350/hr
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    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
  • Holly Donaldson

    Holly Donaldson, CFP®, MBA, MA

    Step by Step for DIY Investors

    One-time$2,765+
    Hourly$395+/hr
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    With 25 years' experience, Holly collaborates with clients to navigate their own version of financial independence.

    Ideal for
    DIY Investors • Engineers and Scientists
    Specializes in
    Retirement
    Tax Strategies
    Investments
  • Kevin Lam

    Kevin Lam, CFP®, CPRS™

    Age Wisely Financial

    One-time$720+
    Hourly$360/hr
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    I specialize in helping my fellow seniors age 60+ navigate challenges with retirement income, asset protection, safety, health, and legacy planning.

    Ideal for
    Retirees • Pre-Retirees
    Specializes in
    Retirement
    Retirement Life Planning
    Pre-Retirement Planning
  • Al Faber

    Al Faber, CFP®, ChFC®

    DIWY Financial Planning

    One-time$400+
    Hourly$400+/hr
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    Holistic planning. Hourly or flat fee. Tools, support, and expert guidance on demand with no product sales or ongoing fees.

    Ideal for
    High Earners ($250k - $500k) • DIY Investors
    Specializes in
    Estate Planning
    BudgetingInvestments
  • Adam Coleman
    Monthly$400/mo
    Quarterly$400/qtr
    Annual$4,800/yr
    One-time$3,500+
    Hourly$400/hr
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    Hourly fiduciary planner empowering DIY investors to take control of their money with clear, unbiased financial guidance.

    Ideal for
    Pre-Retirees • FIRE
    Specializes in
    Pre-Retirement Planning
    InvestmentsRetirement
  • Kaki Perdue

    Kaki Perdue, CPA, CFP®

    Look Both Ways Financial

    One-time$6,400
    Hourly$300/hr
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    Kaki is on a mission to help you feel safe, strong, and secure managing your own money! Check out my podcast: Look Both Ways Financial

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    RetirementTax StrategiesRetirement Life Planning
  • Sage Duguay

    Sage Duguay

    Wealthy With Intention

    Annual$3,000+/yr
    One-time$1,500+
    Hourly$250+/hr
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    Chemical Engineer turned Financial Planner. I help fellow Women in STEM take control of their finances and build wealth intentionally.

    Ideal for
    Engineers and Scientists • DIY Investors
    Specializes in
    BudgetingEarly Career PlanningInvestments
  • Sarah Dickenson

    Sarah Dickenson

    Abundo Wealth

    Monthly$189/mo
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    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
  • Eric Simonson

    Eric Simonson, CFP®, CRPC®, CLTC®

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo
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    On a mission is to provide low-cost, conflict-free, comprehensive financial planning to everyone!

    Ideal for
    Young Professionals • Pre-Retirees
    Specializes in
    Pre-Retirement Planning
    Early Career PlanningDebt & Credit
  • Ashley Rittershaus

    Ashley Rittershaus, CFP®

    Curious Crow Financial Planning

    One-time$5,000
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    I'm an advice-only financial planner who is passionate about helping people achieve the life they dream about and feel more confident managing their m...

    Ideal for
    DIY Investors • FIRE
    Specializes in
    Retirement
    Tax Strategies
    Budgeting
  • Kelly Nilsson
    Annual$3,500+/yr
    One-time$5,000+
    Hourly$350/hr
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    I provide advice on an hourly, project, or ongoing basis, depending on your needs and preferences.

    Specializes in
    InvestmentsEstate PlanningTax Strategies

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