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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  • Chris Maggio

    Chris Maggio, RICP®

    Retirement Planning Partner LLC

    Accepting Clients
    One-time$1,200+
    Hourly$120/hr

    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.

    IDEAL CLIENTS

    Pre-Retirees • Retirees • DIY Investors

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  • Jon Luskin

    Jon Luskin, CFP®

    JonLuskin.com

    Accepting Clients
    One-time$3,695

    Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary specializing in hourly advice to do-it-yourself investors.

    IDEAL CLIENTS

    DIY Investors • Retirees • Pre-Retirees

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  • Jorge Soriano

    Jorge Soriano, CFP®

    Financial Optimist

    Accepting Clients
    Monthly$250+/mo
    One-time$1,500+
    Hourly$200/hr

    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.

    IDEAL CLIENTS

    FIRE • Business Owners • Families with Children

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  • Eric Simonson

    Eric Simonson, CFP®, CRPC®, CLTC®

    Abundo Wealth

    Not Accepting Clients
    Monthly$189/mo

    On a mission is to provide low-cost, conflict-free, comprehensive financial planning to everyone!

    IDEAL CLIENTS

    Young Professionals • Pre-Retirees • Travelers

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  • Thomas Hendrix

    Thomas Hendrix

    Hendrix Financial Planning

    Accepting Clients
    One-time$2,950
    Hourly$150/hr

    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.

    IDEAL CLIENTS

    DIY Investors • Veterans/Military Personnel • FIRE

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  • Megan Kiesel

    Megan Kiesel, CFP®

    Livelihood

    Accepting Clients
    One-time$2,300+
    Hourly$175/hr

    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.

    IDEAL CLIENTS

    Non-profit professionals • Newlyweds/Couples • Families with Children

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  • Amy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning and education firm focused on women, families, and entrepreneurs.

    IDEAL CLIENTS

    Women • Newlyweds/Couples • Pre-Retirees

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  • Maggie is passionate about helping her clients align their money with what they truly value.

    IDEAL CLIENTS

    FIRE • Newlyweds/Couples • DIY Investors

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  • Andrew Kleinberg

    Andrew Kleinberg, CFP®, CFA

    Grand Central Financial Planning

    Accepting Clients
    One-time$3,250
    Hourly$400/hr

    Investment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.

    IDEAL CLIENTS

    Families with Children • Individual • Young Professionals

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