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

Mike Halper, CFP®, SE-AWMA, CDAA, CBDA
Strateon Intelligent Wealth
Monthly$500/mo
Quarterly$1,500/qtr
Annual$6,000/yr
One-time$7,500
Hourly$375/hr
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Mike Halper, CFP®, SE-AWMA, CDAA, CBDA
Strateon Intelligent Wealth
Monthly$500/mo
Quarterly$1,500/qtr
Annual$6,000/yr
One-time$7,500
Hourly$375/hr
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Flat-fee fiduciary planner. Transform your complex finances into an actionable, comprehensive strategy to achieve financial independence and wealth.
Ideal for
DIY Investors • High Earners ($250k - $500k)
Specializes in
Retirement • Tax Strategies • Estate Planning
Melissa Leonard, CFP®
Cairn Financial Planning
Annual$2,500+/yr
One-time$2,500+
Hourly$250/hr
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Melissa Leonard, CFP®
Cairn Financial Planning
Annual$2,500+/yr
One-time$2,500+
Hourly$250/hr
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Balancing all aspects of life is challenging. Let us help you with the financial pieces.
Ideal for
Young Professionals • High Earners ($250k - $500k)
Specializes in
Budgeting • Employee Benefits • Investments
David Barfield, CFP®
Datapoint Financial Planning, LLC
Hourly$300/hr
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David Barfield, CFP®
Datapoint Financial Planning, LLC
Hourly$300/hr
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Hourly financial planning with no strings attached. Simply pay for the time you need when you need it.
Ideal for
Technology Professionals • Young Professionals
Specializes in
Employee Benefits • Investments • Retirement
Chad Gammon, CFP®, RICP®, EA, MBA
Custom Fit Financial LLC
Monthly$250/mo
Quarterly$750/qtr
Annual$3,000/yr
One-time$3,000
Hourly$200/hr
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Chad Gammon, CFP®, RICP®, EA, MBA
Custom Fit Financial LLC
Monthly$250/mo
Quarterly$750/qtr
Annual$3,000/yr
One-time$3,000
Hourly$200/hr
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I help DIY pre-retirees, engineers, and educators make clear, tax-smart decisions and build a retirement they feel truly ready for.
Ideal for
DIY Investors • Pre-Retirees
Specializes in
Retirement
Tax Strategies • Social Security
Patrick Bourbon, CFA, CFP®
Bourbon Financial Management
Monthly$500+/mo
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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 Strategies • Investments • Retirement
Ross Dugas, Ph.D.
Scientific Financial
Monthly$65/mo
One-time$4,000
Hourly$200/hr
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Ross Dugas, Ph.D.
Scientific Financial
Monthly$65/mo
One-time$4,000
Hourly$200/hr
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As a former engineer I enjoying working with curious investors who seek to understand. No handwaving, just data and transparency.
Ideal for
Engineers and Scientists • DIY Investors
Specializes in
Retirement • Tax Strategies • Investments
Sage Duguay
Wealthy With Intention
Annual$3,000+/yr
One-time$1,500+
Hourly$250+/hr
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Sage Duguay
Wealthy With Intention
Annual$3,000+/yr
One-time$1,500+
Hourly$250+/hr
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Chemical Engineer turned Financial Planner. I help fellow Women in STEM take control of their finances and build wealth intentionally.
Ideal for
Engineers and Scientists • DIY Investors
Specializes in
Budgeting • Early Career Planning • Investments
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
Al Faber, CFP®, ChFC®
DIWY Financial Planning
One-time$400+
Hourly$400+/hr
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Al Faber, CFP®, ChFC®
DIWY Financial Planning
One-time$400+
Hourly$400+/hr
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Holistic planning. Hourly or flat fee. Tools, support, and expert guidance on demand with no product sales or ongoing fees.
Ideal for
High Earners ($250k - $500k) • DIY Investors
Specializes in
Estate Planning
Budgeting • Investments
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
Kaki Perdue, CPA, CFP®
Look Both Ways Financial
One-time$6,400
Hourly$300/hr
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Kaki Perdue, CPA, CFP®
Look Both Ways Financial
One-time$6,400
Hourly$300/hr
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Kaki is on a mission to help you feel safe, strong, and secure managing your own money! Check out my podcast: Look Both Ways Financial
Ideal for
Pre-Retirees • Retirees
Specializes in
Retirement • Tax Strategies • Retirement Life Planning
Jake Stalder, CFP®
Navigate Financial Planning LLC
Monthly$175/mo
Quarterly$175/qtr
One-time$3,475+
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Jake Stalder, CFP®
Navigate Financial Planning LLC
Monthly$175/mo
Quarterly$175/qtr
One-time$3,475+
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I help early retirees navigate the nuances of early retirement, by crafting unique financial strategies in achieving financial independence, that alig...
Ideal for
Pre-Retirees • FIRE
Specializes in
Investments
Tax Strategies • Home Purchase
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
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
Kelly Palmer, CFA, CFP®
The Wealthy Parent
Monthly$750/mo
One-time$4,950
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Kelly Palmer, CFA, CFP®
The Wealthy Parent
Monthly$750/mo
One-time$4,950
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I help millennial families with equity compensation enjoy life now and feel confident about the future.
Ideal for
Families with Children • FIRE
Specializes in
Investments
Mid-Career Planning
College Savings
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
Dan Honsberger, CFP®
Reel Financial Planning
Monthly$350+/mo
One-time$3,500+
Hourly$350/hr
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Dan Honsberger, CFP®
Reel Financial Planning
Monthly$350+/mo
One-time$3,500+
Hourly$350/hr
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I specialize in navigating complex financial situations with clarity and confidence. I invest a substantial amount of time to fully understand each c...
Ideal for
Families with Children • Young Professionals
Specializes in
Tax Strategies • Employee Benefits • Investments
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