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
Kate Wilusz, CFP®
Fiat Lux Financial Planning
One-time$6,000+Hourly$400/hrKate has over twenty years of experience with financial planning, investment management, equity compensation, real estate and business management.
Ideal forWomen • Female BreadwinnerSpecializes inInvestments • Insurance • Tax Strategies
Sarah Gerber, CFP®, AFC®
Momentum Financial Planning LLC
Monthly$349+/moQuarterly$1,047+/qtrAnnual$4,188+/yrOne-time$949+Sarah Gerber, CFP®, AFC®
Momentum Financial Planning LLC
Monthly$349+/moQuarterly$1,047+/qtrAnnual$4,188+/yrOne-time$949+Momentum helps newlywed couples, young families, and early-career individuals build their financial foundation and make the most of their money.
Ideal forNewlyweds/Couples • Technology ProfessionalsSpecializes inBudgeting • Early Career Planning • Mid-Career Planning
Monthly$189/moNot accepting clientsAndrew Dressel is a CFP® at Abundo Wealth, where he helps clients achieve their financial goals. He values transparency, innovation, and honesty.
Ideal forPhotographers • FIRESpecializes inDebt & Credit • Retirement • Insurance
Annual$1,700/yrNot accepting clientsAnnual$1,700/yrJim runs a flat fee, retirement-focused firm. He is the author of two books, is a published researcher, and the holder of three patents.
Ideal forRetirees • Pre-RetireesSpecializes inRetirement • Pre-Retirement Planning • Tax Strategies
Joe Conklin Shure, CFP®, EA
Conklin Shure Financial
Monthly$320+/moOne-time$3,200+Hourly$325/hrJoe Conklin Shure, CFP®, EA
Conklin Shure Financial
Monthly$320+/moOne-time$3,200+Hourly$325/hrValues-driven CFP® helping you align money with life—let’s navigate this late-capitalist hellscape together 🔥
Ideal forTechnology Professionals • Non-profit professionalsSpecializes inBudgetingCareer Planning • Tax Strategies
Chandler Fugate-Laus, CFP®
Moneyfluent
One-time$2,800+Comprehensive planning meets burnout recovery: I help Millennials position their money to quit the hamster wheel and start living better, now.
Ideal forWomen • Technology ProfessionalsSpecializes inMid-Career PlanningHome Purchase • Budgeting
Kevin Lam, CFP®, CPRS™
Age Wisely Financial
One-time$720+Hourly$360/hrI specialize in helping my fellow seniors age 60+ navigate challenges with retirement income, asset protection, safety, health, and legacy planning.
Ideal forRetirees • Pre-RetireesSpecializes inRetirementRetirement Life PlanningPre-Retirement Planning
Igor Aronov, CFP®
FAR Financial
One-time$5,000+Hourly$300/hrExpert and creative approach to helping clients and their families untangle complexity, build structure and make intentional financial decisions.
Ideal forFamilies with Children • DIY InvestorsSpecializes inMid-Career PlanningInsurance • College Savings
Riki Cooke, CFP®
Abundo Wealth
Monthly$189/moOn a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal forTravelers • Newlyweds/CouplesSpecializes inEmployee Benefits • Retirement • Early Career Planning
Lynn Anderson, CFP®
Abundo Wealth
Monthly$189/moEmpowering clients with clear, unbiased financial advice—because money shouldn’t be scary, boring, or stand between you and the life you actually want...
Ideal forWomen • Young ProfessionalsSpecializes inBudgeting • Employee Benefits • Tax Strategies
Zach Lundak, CFA, CFP®
Barrett FP
Hourly$300+/hrI am in business because I saw too many clients that want help from an advisor, but don’t want to give up managing their investments.
Ideal forDIY Investors • Pre-RetireesSpecializes inRetirementPre-Retirement PlanningTax Strategies
Sara Young, CFP®
Live and Give Financial
Annual$3,600+/yrOne-time$4,500Hourly$350/hrI guide physicians and healthcare professionals with tax-smart, values-centered planning built through open, collaborative conversations.
Ideal forMedical Professionals • Healthcare WorkersSpecializes inTax StrategiesPre-Retirement Planning • College Savings
Aleksandr Fridlyand, CFP®, CPA
Technos Financial
One-time$2,750+Hourly$250/hrAs a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), Alex combines deep technical knowledge with strategic insight to delive...
Ideal forRetirees • Pre-RetireesSpecializes inRetirementInvestments • Tax Strategies
Melissa Leonard, CFP®
Cairn Financial Planning
Annual$2,500+/yrOne-time$2,500+Hourly$250/hrMelissa Leonard, CFP®
Cairn Financial Planning
Annual$2,500+/yrOne-time$2,500+Hourly$250/hrBalancing all aspects of life is challenging. Let us help you with the financial pieces.
Ideal forYoung Professionals • High Earners ($250k - $500k)Specializes inBudgeting • Employee Benefits • Investments
Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/moAnnual$2,400+/yrOne-time$4,400+Hourly$425/hrKatherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/moAnnual$2,400+/yrOne-time$4,400+Hourly$425/hrI 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 forRetirees • Pre-RetireesSpecializes inRetirement • Pre-Retirement Planning • Investments
Keith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtrOne-time$5,000+Hourly$300/hrKeith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtrOne-time$5,000+Hourly$300/hrI help pre-retirees and retirees make informed financial choices by building/updating a plan that is clear and actionable. I have a very transparent...
Ideal forPre-Retirees • RetireesSpecializes inRetirement • Social Security • Pre-Retirement Planning
Jenn Steliga, CFP®, CFT™
Find Your FI
Annual$6,000/yrOne-time$2,600+Jenn specializes in working with those who are serious about designing and achieving their version of financial independence (FI).
Ideal forFIRE • Veterans/Military PersonnelSpecializes inBudgeting • Debt & Credit • Employee Benefits
Dale Hershman
Sick Advisory Services
Annual$2,918/yrOne-time$918Hourly$300/hrSpecialist in Biotech stocks, Healthcare Stocks, Dividend Stocks and Passive Income Author of 5 books about investing, Publisher of two financial blo...
Ideal forFIRE • Business OwnersSpecializes inInvestmentsCareer Planning • Insurance
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