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
Tim Melia, CFP®, MBA
Embolden Financial Planning LLC
Hourly$350/hrBE EMBOLDENED. Let’s work together to create a plan to achieve your financial goals and find the answers to your important money questions.
Ideal forPre-Retirees • RetireesSpecializes inTax StrategiesRetirement Life PlanningReal Estate
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 forPre-Retirees • FIRESpecializes inTax StrategiesPre-Retirement PlanningInvestments
Brian Rhoads, CFA, EA
Checkpoint Financial Planning, LLC
One-time$2,450Hourly$350/hrI support Validators and DIYers with financial advice at personal checkpoints. Advice only, and only when needed.
Ideal forDIY Investors • FIRESpecializes inInvestments • Insurance • Tax Strategies
Aleksandr Fridlyand, CFP®, CPA
Technos Financial
Annual$3,500+/yrOne-time$3,500+Hourly$210/hrAleksandr Fridlyand, CFP®, CPA
Technos Financial
Annual$3,500+/yrOne-time$3,500+Hourly$210/hrAs a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), Alex combines deep technical knowledge with strategic insight to delive...
Ideal forRetirees • Pre-RetireesSpecializes inRetirementInvestments • Tax Strategies
Kevin Estes, CFP®, CCFC, MBA
Scaled Finance, LLC
Hourly$250/hrHourly financial planner helping tech professionals and families live their best lives.
Ideal forTechnology Professionals • FIRESpecializes inRetirement • Tax Strategies • Budgeting
Alex Ammar, CFP®
Paradox Financial
One-time$6,000Hourly$350/hrAdvanced financial planning strategies for people who want to be Financially Independent & Retire Early in the next 10 years
Ideal forFIRE • DIY InvestorsSpecializes inInvestments • Retirement • Estate Planning
Chris Maggio, RICP®
Retirement Planning Partner LLC
One-time$1,200+Hourly$120/hrI specialize in retirement planning, earning the Retirement Income Certified Professional (RICP®) designation to provide expert guidance in this compl...
Ideal forPre-Retirees • RetireesSpecializes inRetirementInvestments • Tax Strategies
Julia Lilly, CFP®, ABFP®, MBA
Ryerson Financial
One-time$4,000Hourly$250/hrFounder of Ryerson Financial - I partner with families and individuals to bring their financial future into focus 🔎
Ideal forFamilies with Children • High Earners ($250k - $500k)Specializes inBudgeting • Investments • Tax Strategies
Monthly$189/moNot accepting clientsI became a planner as a post-corporate passion career to help working professionals keep more of their money and reach financial independence faster.
Ideal forYoung Professionals • FIRESpecializes inMid-Career Planning • Investments • Pre-Retirement Planning
David Barfield, CFP®
Datapoint Financial Planning, LLC
Hourly$300/hrHourly financial planning with no strings attached. Simply pay for the time you need when you need it.
Ideal forTechnology Professionals • Young ProfessionalsSpecializes inEmployee Benefits • Investments • Retirement
Carmetta Joyner, CFP®
Joyner Financial Planning
One-time$3,000Hourly$300+/hrHelping first-generation professionals organize & optimize their financial lives to feel confident about their finances & future!
Ideal forYoung Professionals • Female BreadwinnerSpecializes inBudgeting • Debt & Credit • Employee Benefits
Audrey Emerson, CFP®
Cents of Joy Financial Planning
Monthly$200+/moOne-time$2,700+Hourly$300/hrAudrey Emerson, CFP®
Cents of Joy Financial Planning
Monthly$200+/moOne-time$2,700+Hourly$300/hrReady for a more joyful relationship with money? Hi! I’m Audrey and I help creatives, freelancers, & DIY millennials swap money anxiety for financial...
Ideal forArtists/Creatives • Newlyweds/CouplesSpecializes inSmall Business • Budgeting • Tax Strategies
Eric Smith, CFP®
Ridge Falls Financial Planning
Hourly$250+/hrHourly, Advice Only, Pre-Retirement Financial Planning
Ideal forEducators • Non-profit professionalsSpecializes inRetirement • Investments • College Savings
Jon Luskin, CFP®
JonLuskin.com
One-time$4,695Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary specializing in hourly advice to do-it-yourself i...
Ideal forDIY Investors • RetireesSpecializes inInvestmentsRetirement • Pre-Retirement Planning
Ross Dugas, Ph.D.
Scientific Financial
Monthly$65/moOne-time$4,000Hourly$200/hrAs a former engineer I enjoying working with curious investors who seek to understand. No handwaving, just data and transparency.
Ideal forEngineers and Scientists • DIY InvestorsSpecializes inRetirement • Tax Strategies • Investments
Igor Aronov, CFP®
FAR Financial
One-time$5,000+Hourly$300/hrExpert and creative approach to helping clients and their families untangle complexity, build structure and make intentional financial decisions.
Ideal forFamilies with Children • DIY InvestorsSpecializes inMid-Career PlanningInsurance • College Savings
Monthly$399+/moOne-time$399+Hourly$199/hrMonthly$399+/moOne-time$399+Hourly$199/hrWe help clients build a high-fidelity financial/retirement plan with tools available to consumers, teach how to maintain it, and interpret the results
Ideal forDIY Investors • FIRESpecializes inPre-Retirement PlanningRetirement Life PlanningBudgeting
Linda Rapisardo, CFP®
Canela Wealth
Monthly$300+/moAnnual$3,600+/yrOne-time$2,500+I help first-gen professionals who've had to figure it all out build financial confidence and freedom.
Ideal forFamilies with Children • Young ProfessionalsSpecializes inBudgeting • Employee Benefits • Investments
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