Find Your Advice-Only Financial Advisor!
Discover the power of unbiased financial advice with the Advice-Only Network, your one-stop destination for connecting with dedicated, certified professionals from financial planning practices across the country. Our network ensures you receive objective guidance tailored to your unique financial goals and needs.
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.
Meet Our Advice-Only Advisors
Advisor Directory
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Avanti Shetye, MBA, CFA, CFP®
Wealthwyzr, LLC
Accepting ClientsQuarterly$1,200+/qtrOne-time$7,500+Hourly$500/hrAdvice-only financial planner helping you make smart, informed financial decisions with confidence.
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DIY Investors • High Net Worth • Retirees
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 financial lives.
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Women • Divorced Individuals • Widows/Widowers
Joe Conklin Shure, CFP®, EA
Conklin Shure Financial
Accepting ClientsMonthly$320+/moOne-time$3,200+Hourly$325/hrValues-driven CFP® helping you align money with life—let’s navigate this late-capitalist hellscape together 🔥
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Technology Professionals • Non-profit professionals • Social Workers
Lorne Abramson, CFA, CFP®, EA, MBA
Abramson Financial Planning, LLC
Not Accepting ClientsOne-time$1,600+Hourly$320/hrFlat project fee and hourly planner with over 30 years of industry experience. Credentials: CFA, CFP®, EA and MBA (Wharton). Specializes in advising people approaching or already in retirement.
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Pre-Retirees • Retirees • DIY Investors
I help early retirees navigate the nuances of early retirement, by crafting unique financial strategies in achieving financial independence, that align with their values. I believe that maximizing time is most valuable and aligning your investments and financial choices to your values is paramount.
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Pre-Retirees • FIRE • DIY Investors
Patrick is your personal Chief Financial Officer. His main goal is to give you the best tools possible to improve your financial decisions.
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Business Owners • High Net Worth • Expats/Living Abroad
Michael, a CFP® from Glendale, CA, helps families achieve financial clarity with a people-first approach.
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Families with Children • Business Owners • Newlyweds/Couples
I serve clients by providing flat-fee and hourly financial advice on things like reducing their tax bill, investing smarter, and creating retirement income.
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Pre-Retirees • Retirees • Women
Chad Gammon, CFP®, MBA
Custom Fit Financial LLC
Accepting ClientsMonthly$159+/moOne-time$2,250+Hourly$180/hrChad Gammon, CFP®, founded Custom Fit Financial to provide fee-only financial planning for individuals with a net worth under $2 million.
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Pre-Retirees • DIY Investors • FIRE
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