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

  • 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
  • Shannon Fleener
    Monthly$200+/mo
    Quarterly$600+/qtr
    Annual$2,400+/yr
    One-time$2,000+
    Hourly$300+/hr
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    I serve progressive professionals and values-based investors who want to achieve financial freedom while supporting their communities.

    Ideal for
    FIRE • DIY Investors
    Specializes in
    InvestmentsHome PurchasePre-Retirement Planning
  • 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
  • Nick Booth

    Nick Booth, CFP®, CDAA

    Nine Inning Finance

    Annual$3,000+/yr
    One-time$4,500+
    Hourly$375/hr
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    I love working with: 1) Those approaching retirement 2) Millennials seeking help planning for life events while striking a balance with saving for ret...

    Ideal for
    Pre-Retirees • Young Professionals
    Specializes in
    Pre-Retirement PlanningInvestmentsTax Strategies
  • Michael Rodriguez

    Michael Rodriguez, CFP®

    Equanimity Wealth

    Monthly$199/mo
    One-time$399
    Hourly$175/hr
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    Michael, a CFP® from Glendale, CA, helps families achieve financial clarity with a people-first approach.

    Ideal for
    Families with Children • Business Owners
    Specializes in
    Debt & CreditEmployee BenefitsInvestments
  • Nancy Doyle

    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
    InvestmentsRetirement Life PlanningPre-Retirement Planning
  • Andrew Dressel

    Andrew Dressel, CFP®, CRPC®, APMA®

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo
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    Andrew Dressel is a CFP® at Abundo Wealth, where he helps clients achieve their financial goals. He values transparency, innovation, and honesty.

    Ideal for
    Photographers • FIRE
    Specializes in
    Debt & CreditRetirementInsurance
  • 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
  • Krystal Fortner

    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
  • Anthony Lombard

    Anthony Lombard, CFP®

    Noteworthy Financial

    Monthly$250+/mo
    One-time$3,000+
    Hourly$300/hr
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    Teacher, sports lover and father, who is passionate about helping others get organized, get motivated, and achieve financial freedom.

    Ideal for
    Teachers • Business Owners
    Specializes in
    Mid-Career Planning
    InvestmentsBudgeting
  • Stephan Shipe

    Stephan Shipe, Ph.D., CFP®, CFA

    Scholar Financial Advising

    One-time$5,000+
    Hourly$385/hr
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    We help DIY investors by providing financial advice that they can implement for a flat fee.

    Ideal for
    High Net Worth • DIY Investors
    Specializes in
    InvestmentsTax StrategiesPre-Retirement Planning
  • Igor Aronov

    Igor Aronov, CFP®

    FAR Financial

    One-time$5,000+
    Hourly$300/hr
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    Expert and creative approach to helping clients and their families untangle complexity, build structure and make intentional financial decisions.

    Ideal for
    Families with Children • DIY Investors
    Specializes in
    Mid-Career Planning
    InsuranceCollege Savings
  • Christopher Lazzaro

    Christopher Lazzaro, ChFC®, RICP®

    Plan For It Financial, LLC

    Monthly$400+/mo
    One-time$3,500+
    Hourly$350/hr
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    I help individuals and families gain a deeper understanding of their personal finances and work collaboratively to develop a roadmap to financial inde...

    Ideal for
    Pre-Retirees • High Earners ($250k - $500k)
    Specializes in
    InvestmentsBudgetingDebt & Credit
  • Daryoosh Khalilollahi

    Daryoosh Khalilollahi, CFP, RIA, MBA, MSEE

    DABK Financial Planning Services

    Hourly$250/hr
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    My mission is to make individuals and families establish a clear financial path for reaching their lifetime goals and help them avoid mistakes in the...

    Ideal for
    FIRE • Business Owners
    Specializes in
    InvestmentsRetirementTax Strategies
  • Joe Conklin Shure

    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 PlanningTax Strategies
  • Steven Fox
    Hourly$300/hr
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    Helping financial planners give advice, not sales pitches!

    Ideal for
    Young Professionals • Families with Children
    Specializes in
    Tax StrategiesBudgetingDebt & Credit
  • Patrick Bourbon

    Patrick Bourbon, CFA, CFP®

    Bourbon Financial Management

    Monthly$500+/mo
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    Patrick is your personal Chief Financial Officer. His main goal is to give you the best tools possible to improve your financial decisions.

    Ideal for
    Business Owners • High Net Worth
    Specializes in
    Tax StrategiesInvestmentsRetirement
  • Alex Ammar

    Alex Ammar, CFP®

    Paradox Financial

    One-time$6,000
    Hourly$350/hr
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    Advanced financial planning strategies for people who want to be Financially Independent & Retire Early in the next 10 years

    Ideal for
    FIRE • DIY Investors
    Specializes in
    InvestmentsRetirementEstate Planning

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