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.

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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.

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Are you interested in launching an Advice‑Only practice?

Templates and compliance support
Education and coaching
6 months of membership included

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Meet Our Advice-Only Advisors

Advisor Directory

Try filtering to find your perfect match

Krystal Fortner, CFP®
Krystal Fortner
One-time$5,500+
Hourly$350/hr
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Krystal Fortner, CFP®
Krystal Fortner
One-time$5,500+
Hourly$350/hr
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No nonsense, advice-only planner who dreams of everyone having a financial plan.
Ideal for
DIY Investors • Fitness/Wellness Enthusiasts
Specializes in
Tax Strategies
Pre-Retirement Planning
Retirement
Kelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yr
One-time$5,000+
Hourly$350/hr
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Kelly Nilsson, CFP®, CDFA®, JD
Brava Financial
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
Investments • Estate Planning • Tax Strategies
Ashley Rittershaus, CFP®
Curious Crow Financial Planning
One-time$5,000
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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
John Bell, CFP®
Free State Financial Planning
Quarterly$750/qtr
Annual$3,000/yr
One-time$3,000+
Hourly$400/hr
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John Bell, CFP®
Free State Financial Planning
Quarterly$750/qtr
Annual$3,000/yr
One-time$3,000+
Hourly$400/hr
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Serving families with a focus on comprehensive financial planning. For those that want more limited engagements I also offer hourly planning.
Ideal for
DIY Investors • Pre-Retirees
Specializes in
Pre-Retirement Planning • Retirement • Tax Strategies
Sara Young, CFP®
Live and Give Financial
Annual$3,600+/yr
One-time$4,500
Hourly$350/hr
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Sara Young, CFP®
Live and Give Financial
Annual$3,600+/yr
One-time$4,500
Hourly$350/hr
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I guide physicians and healthcare professionals with tax-smart, values-centered planning built through open, collaborative conversations.
Ideal for
Medical Professionals • Healthcare Workers
Specializes in
Tax Strategies
Pre-Retirement Planning • College Savings
Ty Rollins, MBA, EA
Ty Rollins, Inc.
One-time$800+
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Ty Rollins, MBA, EA
Ty Rollins, Inc.
One-time$800+
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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
Retirement • Tax Strategies • Investments
Andrew Kleinberg, CFP®, CFA
Grand Central Financial Planning
One-time$3,250
Hourly$400/hr
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Andrew Kleinberg, CFP®, CFA
Grand Central Financial Planning
One-time$3,250
Hourly$400/hr
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Investment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.
Ideal for
Families with Children • Individual
Specializes in
Investments • Tax Strategies • Employee Benefits
Mike Staman, CFP®, MSPFP, CAP®, AEP®, TPCP®
Delaware Financial Planning
Monthly$475+/mo
One-time$5,000+
Hourly$400/hr
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Mike Staman, CFP®, MSPFP, CAP®, AEP®, TPCP®
Delaware Financial Planning
Monthly$475+/mo
One-time$5,000+
Hourly$400/hr
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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 Strategies • Pre-Retirement Planning • Retirement
Rose Zealand, CFP®, CeFT®, End of Life Doula
Golden Thread Collaborative, LLC
Hourly$400/hr
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Rose Zealand, CFP®, CeFT®, End of Life Doula
Golden Thread Collaborative, LLC
Hourly$400/hr
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Advice-only CFP®, CeFT®, and End-of-Life Doula in Colorado helping clients navigate serious diagnosis, estate planning & financial decisions.
Ideal for
Pre-Retirees • Young Professionals
Specializes in
Budgeting • Estate Planning • Insurance
Keith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtr
One-time$5,000+
Hourly$300/hr
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Keith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtr
One-time$5,000+
Hourly$300/hr
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I help pre-retirees and retirees make informed financial choices by building/updating a plan that is clear and actionable. I have a very transparent...
Ideal for
Pre-Retirees • Retirees
Specializes in
Retirement • Social Security • Pre-Retirement Planning
Nancy Doyle, CFA, CFT
Manage Your Financial Life
Hourly$250/hr
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Nancy Doyle, CFA, CFT
Manage Your Financial Life
Hourly$250/hr
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It is time to get your financial house in order. As an advice-only hourly planner, I help women become more knowledgeable and engaged in their financi...
Ideal for
Women • Divorced Individuals
Specializes in
Investments • Retirement Life Planning • Pre-Retirement Planning
Chris Williams, CPA
Inceptive Financial
Monthly$125/mo
Quarterly$225/qtr
Annual$525/yr
One-time$695+
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Chris Williams, CPA
Inceptive Financial
Monthly$125/mo
Quarterly$225/qtr
Annual$525/yr
One-time$695+
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I am the founder of Inceptive Financial and the solo planner; specializing in preparing comprehensive financial plans for a fixed fee.
Ideal for
High Earners ($250k - $500k) • Families with Children
Specializes in
Pre-Retirement Planning
Investments • College Savings
Joe Conklin Shure, CFP®, EA
Conklin Shure Financial
Monthly$320+/mo
One-time$3,200+
Hourly$325/hr
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Joe Conklin Shure, CFP®, EA
Conklin Shure Financial
Monthly$320+/mo
One-time$3,200+
Hourly$325/hr
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Values-driven CFP® helping you align money with life—let’s navigate this late-capitalist hellscape together 🔥
Ideal for
Technology Professionals • Non-profit professionals
Specializes in
Budgeting
Career Planning • Tax Strategies
Brian Jones
Your Everyday ROI
Monthly$350+/mo
Annual$4,200+/yr
One-time$3,000+
Hourly$350+/hr
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Brian Jones
Your Everyday ROI
Monthly$350+/mo
Annual$4,200+/yr
One-time$3,000+
Hourly$350+/hr
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As a teacher/coach of +18yrs, I understand the unique circumstances of educators & how ordinary, daily progress can grow into financial independence.
Ideal for
Teachers • DIY Investors
Specializes in
Early Career Planning • Budgeting • Debt & Credit
Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/mo
Annual$2,400+/yr
One-time$4,400+
Hourly$425/hr
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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
Retirement • Pre-Retirement Planning • Investments
Riki Cooke, CFP®
Abundo Wealth
Monthly$189/mo
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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 Benefits • Retirement • Early Career Planning
Maggie Klokkenga, CFP®, AFC®
Abundo Wealth
Not accepting clients
Monthly$189/mo
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Not accepting clients
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
Budgeting • Pre-Retirement Planning
Praveen Krishnamurthy, CFP®
Empower Financial
One-time$4,500+
Hourly$300/hr
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Praveen Krishnamurthy, CFP®
Empower Financial
One-time$4,500+
Hourly$300/hr
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I help tech professionals turn success into lasting wealth and security through equity comp planning, advanced tax strategies, and diversification.
Ideal for
Technology Professionals • Young Professionals
Specializes in
Employee Benefits • Investments • Retirement