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.

Find an AdvisorLearn more

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.

Get Listed

Are you interested in launching an Advice‑Only practice?

  • Templates and compliance support
  • Education and coaching
  • 6 months of membership included
Explore Launch Package

Meet Our Advice-Only Advisors

Advisor Directory

Advisor filters

  • Mike Staman

    Mike Staman, CFP®, MSPFP, CAP®, AEP®, TPCP®

    Delaware Financial Planning

    Monthly$475+/mo
    One-time$5,000+
    Hourly$400/hr
    View Profile

    Serving mid- to late-stage corporate and non-profit professionals, I believe in the value of ongoing planning but can also work on a project basis.

    Ideal for
    Pre-Retirees • High Earners ($250k - $500k)
    Specializes in
    Tax Strategies • Pre-Retirement Planning • Retirement
  • Mike Halper

    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
    View Profile

    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
  • Holly Donaldson

    Holly Donaldson, CFP®, MBA, MA

    Step by Step for DIY Investors

    One-time$2,765+
    Hourly$395+/hr
    View Profile

    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
  • Melissa Leonard

    Melissa Leonard, CFP®

    Cairn Financial Planning

    Annual$2,500+/yr
    One-time$2,500+
    Hourly$250/hr
    View Profile

    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
  • Katherine Edwards

    Katherine Edwards, CFP®

    MainStreet Financial Planning

    Monthly$210+/mo
    Annual$2,400+/yr
    One-time$4,400+
    Hourly$425/hr
    View Profile

    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
    Retirement • Pre-Retirement Planning • Investments
  • Grady Moshay

    Grady Moshay, MBA, Investor Advisor Representative, AFC®

    Emanciparé Investment Advisors, LLC

    One-time$1,950
    Hourly$199/hr
    View Profile

    Whether you are a DIY'er who needs an extra pair of eyes to stress test your already developed plan or someone who desires to have a financial plan de...

    Ideal for
    DIY Investors • Pre-Retirees
    Specializes in
    Pre-Retirement Planning
    Early Career Planning • Mid-Career Planning
  • Riki Cooke

    Riki Cooke, CFP®

    Abundo Wealth

    Monthly$189/mo
    View Profile

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

    Ideal for
    Travelers • Newlyweds/Couples
    Specializes in
    Employee Benefits • Retirement • Early Career Planning
  • Rupa Pereira

    Rupa Pereira, CFP®,EA,CSLP®

    FWJ Planning

    Monthly$150/mo
    Quarterly$125/qtr
    Annual$1,200/yr
    One-time$4,500+
    Hourly$250+/hr
    View Profile

    I offer 'Tax-Optimal' financial planning for young families, women-led households and those with cross-border sensitivities - through hourly and compr...

    Ideal for
    Cross-Border • Female Breadwinner
    Specializes in
    Tax Strategies • College Savings • Pre-Retirement Planning
  • Ty Rollins

    Ty Rollins, MBA, EA

    Ty Rollins, Inc.

    One-time$800+
    View Profile

    I work with clients who are near or already in retirement. My Retirement Roadmap focuses on streamlining retirement.

    Ideal for
    Retirees • Pre-Retirees
    Specializes in
    Retirement • Tax Strategies • Investments
  • Desiree Kaul

    Desiree Kaul, CFP®, ChFC®

    Kaul Financial Solutions

    Monthly$200/mo
    One-time$750+
    Hourly$250/hr
    View Profile

    Finances should be personal. I enjoy helping others find financial wellness that reflects their values and beliefs.

    Ideal for
    Veterans/Military Personnel • Government Employees
    Specializes in
    Tax Strategies
    Small Business • Pre-Retirement Planning
  • Josh Gallogly

    Josh Gallogly, CFP®, EA

    Milestones Financial, LLC

    One-time$995+
    Hourly$199/hr
    View Profile

    I serve clients across the country by providing fee-only, fiduciary advice on reducing taxes, investing smarter, and creating retirement income.

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    Retirement
    Pre-Retirement Planning
    Investments
  • Anthony Lombard

    Anthony Lombard, CFP®

    Noteworthy Financial

    Monthly$250+/mo
    One-time$3,000+
    Hourly$300/hr
    View Profile

    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
    Investments • Budgeting
  • Tim Melia

    Tim Melia, CFP®, MBA

    Embolden Financial Planning LLC

    Hourly$350/hr
    View Profile

    BE EMBOLDENED. Let’s work together to create a plan to achieve your financial goals and find the answers to your important money questions.

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    Tax Strategies
    Retirement Life Planning
    Real Estate
  • Daryoosh Khalilollahi

    Daryoosh Khalilollahi, CFP, RIA, MBA, MSEE

    DABK Financial Planning Services

    Hourly$250/hr
    View Profile

    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
    Investments • Retirement • Tax Strategies
  • Bob Buehler

    Bob Buehler, CPA, ChFC®

    FirstTen Financial

    Quarterly$500+/qtr
    One-time$2,000+
    View Profile

    I specialize in helping new retirees navigate the initial years of their retirement

    Ideal for
    Retirees • Pre-Retirees
    Specializes in
    Retirement
    Tax Strategies • Social Security
  • Chris Maggio

    Chris Maggio, RICP®

    Retirement Planning Partner LLC

    One-time$1,833+
    Hourly$150/hr
    View Profile

    I specialize in retirement planning, earning the Retirement Income Certified Professional (RICP®) designation to provide expert guidance in this compl...

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    Retirement
    Investments • Tax Strategies
  • Zach Hidden

    Zach Hidden, CFP®

    Perk Planning

    Hourly$340/hr
    View Profile

    I am passionate about providing easy-to-understand financial advice by the hour. I enjoy simplifying complex situations and creating actionable plans....

    Ideal for
    DIY Investors • Business Owners
    Specializes in
    Retirement • Small Business • Pre-Retirement Planning
  • Shannon Fleener

    Shannon Fleener, CFP®

    Sage Financial

    Monthly$200+/mo
    Quarterly$600+/qtr
    Annual$2,400+/yr
    One-time$2,000+
    Hourly$300+/hr
    View Profile

    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
    Investments • Home Purchase • Pre-Retirement Planning

Need Help Finding the Right Advisor?

Answer a few questions to help us understand your needs and find advisors who specialize in helping clients like you. (No email required)

Question 1 of 5

I'm looking for this kind of relationship with an advisor...