Advice-only financial advisors.No commissions. Just advice.
Connect with fiduciary planners who give objective advice for a flat or hourly fee, with no commissions and no assets under management.
- Fiduciary
- No AUM
- No commissions
- Flat & hourly fees
104 advice-only advisors across the U.S. Free to use, no signup.
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.
How It Works
Find the right advisor in three steps
- 1
Search or take the quiz
Browse the full directory, or answer a few quick questions to get matched. No email required.
- 2
Compare advisors
See fees, specialties, and approach side by side. Every advisor is a fiduciary and advice-only.
- 3
Connect directly
Reach out to the advisor who fits. You work with them directly, with no middleman and no referral fees.
Meet Our Advice-Only Advisors
Advisor Directory
Advisor filters
On a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal forFIRE • Young ProfessionalsSpecializes inDebt & CreditBudgeting • Investments
Monthly$199/moNot accepting clientsAndrew Dressel is a CFP® at Abundo Wealth, where he helps clients achieve their financial goals. He values transparency, innovation, and honesty.
Ideal forPhotographers • FIRESpecializes inDebt & Credit • Retirement • Insurance
Kimberly Bridges, PhD, CFP®, CPWA®, CDFA®, RMA®
Bright Women Financial
One-time$5,000+Hourly$350/hrKimberly Bridges, PhD, CFP®, CPWA®, CDFA®, RMA®
Bright Women Financial
One-time$5,000+Hourly$350/hrKim Bridges is the Founder of Bright Women Financial, a firm dedicated to helping women navigate retirement with clarity, confidence and peace of mind
Ideal forWomen • RetireesSpecializes inRetirementEstate PlanningSocial Security
Scott Grissom, PhD, CFP®
Socrates Financial Planning
One-time$3,000+I was a college professor for many years and now I teach couples how to approach retirement with confidence.
Ideal forEducators • DIY InvestorsSpecializes inPre-Retirement PlanningInvestments • Budgeting
Michael Rodriguez, CFP®
Equanimity Wealth
Monthly$199+/moOne-time$699Hourly$175/hrMichael Rodriguez, CFP® — fee-only, advice-only financial planning for first-gen families and young couples. Flat fee. No commissions. No products.
Ideal forFamilies with Children • Business OwnersSpecializes inSmall Business • Employee Benefits • Investments
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
Jake Stalder, CFP®
Navigate Financial Planning LLC
Monthly$195/moQuarterly$195/qtrOne-time$3,375+Jake Stalder, CFP®
Navigate Financial Planning LLC
Monthly$195/moQuarterly$195/qtrOne-time$3,375+I help early retirees navigate the nuances of early retirement, by crafting unique financial strategies in achieving financial independence, that alig...
Ideal forPre-Retirees • FIRESpecializes inInvestmentsTax Strategies • Home Purchase
Sarah Dickenson
Abundo Wealth
Monthly$199/moMy mission as a financial planner is to help people gain clarity on their finances so they can spend more time pursuing their dreams.
Ideal forArtists/Creatives • PhotographersSpecializes inBudgeting • Debt & Credit • Career Planning
Igor Aronov, CFP®
FAR Financial
One-time$5,000+Hourly$300/hrHelping professionals simplify complex financial lives and make thoughtful decisions during the busiest years of career and family lives.
Ideal forFamilies with Children • DIY InvestorsSpecializes inMid-Career PlanningInsurance • College Savings
Eric Smith, CFP®
Ridge Falls Financial Planning
Hourly$250+/hrHello! I'm Eric. I help aspiring DIY investors to and through retirement. Fee-Only Fiduciary, Transparent Pricing, Holistic Approach.
Ideal forEducators • Non-profit professionalsSpecializes inPre-Retirement PlanningRetirement • Retirement Life Planning
Monthly$199/moNot accepting clientsOn a mission is to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal forYoung Professionals • Pre-RetireesSpecializes inPre-Retirement PlanningEarly Career Planning • Debt & Credit
Rupa Pereira, CFP®,EA,CSLP®
FWJ Planning
Monthly$150/moQuarterly$125/qtrAnnual$1,200/yrOne-time$4,500+Hourly$250+/hrRupa Pereira, CFP®,EA,CSLP®
FWJ Planning
Monthly$150/moQuarterly$125/qtrAnnual$1,200/yrOne-time$4,500+Hourly$250+/hrI offer 'Tax-Optimal' financial planning for young families, women-led households and those with cross-border sensitivities - through hourly and compr...
Ideal forCross-Border • Female BreadwinnerSpecializes inTax Strategies • College Savings • Pre-Retirement Planning
Monthly$199/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
Krystal Fortner, CFP®
Krystal Fortner
Annual$3,750/yrOne-time$5,500+No nonsense, advice-only planner who dreams of everyone having a financial plan.
Ideal forDIY Investors • Fitness/Wellness EnthusiastsSpecializes inTax StrategiesPre-Retirement PlanningRetirement
Ashley Rittershaus, CFP®, TPCP®
Curious Crow Financial Planning
One-time$5,000I'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 forDIY Investors • FIRESpecializes inRetirementTax StrategiesBudgeting
Amy Rosenow, CFA, CFP®
Bold Vision Financial
One-time$2,750+Hourly$385+/hrAmy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning and education firm focused on women, families, and entrepreneur...
Ideal forWomen • High EarnersSpecializes inInvestments • Employee Benefits • Retirement
Linda Rapisardo, CFP®
Canela Wealth
Monthly$300+/moAnnual$3,600+/yrOne-time$2,500+I help first-gen professionals stop guessing and start building real financial confidence and wealth.
Ideal forFamilies with Children • Young ProfessionalsSpecializes inBudgeting • Employee Benefits • Investments
Monthly$199/moNot accepting clientsHelping working families keep more of their money and reach financial independence faster.
Ideal forFIRE • Pre-RetireesSpecializes inInvestments • Retirement • Pre-Retirement Planning
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For Financial Advisors
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- Templates and compliance support
- Education and coaching
- 6 months of membership included