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
Advisor filters
I specialize in retirement planning, earning the Retirement Income Certified Professional (RICP®) designation to provide expert guidance in this complex field. I structure my services on an hourly or project basis, allowing clients to access professional guidance without the commitment of ongoing asset management fees.
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Pre-Retirees • Retirees • DIY Investors
Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary specializing in hourly advice to do-it-yourself investors.
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DIY Investors • Retirees • Pre-Retirees
Jorge loves to work with young families that are intentional about early retirement and tax optimization. He loves to educate and offer clarity to what you do.
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FIRE • Business Owners • Families with Children
On a mission is to provide low-cost, conflict-free, comprehensive financial planning to everyone!
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Young Professionals • Pre-Retirees • Travelers
I am a fee-only, advice-only financial planner who believes that financial planning is life planning. I help DIY investors develop and implement comprehensive financial plans that support their vision of a full and rewarding life.
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DIY Investors • Veterans/Military Personnel • FIRE
At Livelihood we work with early- and mid-career clients who are looking to balance a joyful and meaningful life with long-term financial stability.
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Non-profit professionals • Newlyweds/Couples • Families with Children
Amy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
Accepting ClientsOne-time$2,750+Hourly$350+/hrAmy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning and education firm focused on women, families, and entrepreneurs.
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Women • Newlyweds/Couples • Pre-Retirees
Maggie is passionate about helping her clients align their money with what they truly value.
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FIRE • Newlyweds/Couples • DIY Investors
Andrew Kleinberg, CFP®, CFA
Grand Central Financial Planning
Accepting ClientsOne-time$3,250Hourly$400/hrInvestment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.
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Families with Children • Individual • Young Professionals
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