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
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
Shannon Fleener, CFP®
Sage Financial
Monthly$200+/moQuarterly$600+/qtrAnnual$2,400+/yrOne-time$2,000+Hourly$300+/hrShannon Fleener, CFP®
Sage Financial
Monthly$200+/moQuarterly$600+/qtrAnnual$2,400+/yrOne-time$2,000+Hourly$300+/hrI serve progressive professionals and values-based investors who want to achieve financial freedom while supporting their communities.
Ideal forFIRE • DIY InvestorsSpecializes inInvestments • Home Purchase • Pre-Retirement Planning
Kelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yrOne-time$5,000+Hourly$350/hrKelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yrOne-time$5,000+Hourly$350/hrI provide advice on an hourly, project, or ongoing basis, depending on your needs and preferences.
Specializes inInvestments • Estate Planning • Tax Strategies
Nick Booth, CFP®, CDAA
Nine Inning Finance
Annual$3,000+/yrOne-time$4,500+Hourly$375/hrI love working with: 1) Those approaching retirement 2) Millennials seeking help planning for life events while striking a balance with saving for ret...
Ideal forPre-Retirees • Young ProfessionalsSpecializes inPre-Retirement Planning • Investments • Tax Strategies
Michael Rodriguez, CFP®
Equanimity Wealth
Monthly$199/moOne-time$399Hourly$175/hrMichael, a CFP® from Glendale, CA, helps families achieve financial clarity with a people-first approach.
Ideal forFamilies with Children • Business OwnersSpecializes inDebt & Credit • Employee Benefits • Investments
Nancy Doyle, CFA, CFT
Manage Your Financial Life
Hourly$250/hrIt 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 forWomen • Divorced IndividualsSpecializes inInvestments • Retirement Life Planning • Pre-Retirement 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
Holly Donaldson, CFP®, MBA, MA
Step by Step for DIY Investors
One-time$2,765+Hourly$395+/hrHolly Donaldson, CFP®, MBA, MA
Step by Step for DIY Investors
One-time$2,765+Hourly$395+/hrWith 25 years' experience, Holly collaborates with clients to navigate their own version of financial independence.
Ideal forDIY Investors • Engineers and ScientistsSpecializes inRetirementTax StrategiesInvestments
Krystal Fortner, CFP®
Krystal Fortner
One-time$5,500+Hourly$350/hrNo nonsense, advice-only planner who dreams of everyone having a financial plan.
Ideal forDIY Investors • Fitness/Wellness EnthusiastsSpecializes inTax StrategiesPre-Retirement PlanningRetirement
Anthony Lombard, CFP®
Noteworthy Financial
Monthly$250+/moOne-time$3,000+Hourly$300/hrTeacher, sports lover and father, who is passionate about helping others get organized, get motivated, and achieve financial freedom.
Ideal forTeachers • Business OwnersSpecializes inMid-Career PlanningInvestments • Budgeting
Stephan Shipe, Ph.D., CFP®, CFA
Scholar Financial Advising
One-time$5,000+Hourly$385/hrWe help DIY investors by providing financial advice that they can implement for a flat fee.
Ideal forHigh Net Worth • DIY InvestorsSpecializes inInvestments • Tax Strategies • Pre-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
Christopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/moOne-time$3,500+Hourly$350/hrChristopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/moOne-time$3,500+Hourly$350/hrI help individuals and families gain a deeper understanding of their personal finances and work collaboratively to develop a roadmap to financial inde...
Ideal forPre-Retirees • High Earners ($250k - $500k)Specializes inInvestments • Budgeting • Debt & Credit
Daryoosh Khalilollahi, CFP, RIA, MBA, MSEE
DABK Financial Planning Services
Hourly$250/hrMy 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 forFIRE • Business OwnersSpecializes inInvestments • Retirement • 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
Steven Fox, CFP®, EA
AdviceOnly
Hourly$300/hrHelping financial planners give advice, not sales pitches!
Ideal forYoung Professionals • Families with ChildrenSpecializes inTax Strategies • Budgeting • Debt & Credit
Patrick Bourbon, CFA, CFP®
Bourbon Financial Management
Monthly$500+/moPatrick is your personal Chief Financial Officer. His main goal is to give you the best tools possible to improve your financial decisions.
Ideal forBusiness Owners • High Net WorthSpecializes inTax Strategies • Investments • Retirement
Alex Ammar, CFP®
Paradox Financial
One-time$6,000Hourly$350/hrAdvanced financial planning strategies for people who want to be Financially Independent & Retire Early in the next 10 years
Ideal forFIRE • DIY InvestorsSpecializes inInvestments • Retirement • Estate Planning
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