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
Chris Williams, CPA
Inceptive Financial
Accepting ClientsMonthly$125/moQuarterly$225/qtrAnnual$525/yrOne-time$695+I am the founder of Inceptive Financial and the solo planner; specializing in preparing comprehensive financial plans for a fixed fee.
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High Earners ($250k - $500k) • Families with Children • DIY Investors
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
Andrew Dressel is a CFP® at Abundo Wealth, where he helps clients achieve their financial goals. He values transparency, innovation, and honesty.
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Photographers • FIRE • Pre-Retirees
Michael Grady Robertson serves the sustainable food and farm community with personalized financial advice, life planning and tax preparation.
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Farmers • Business Owners • Families with Children
Mike Halper, CFP®, SE-AWMA, CDAA, CBDA
Strateon Intelligent Wealth
Accepting ClientsMonthly$500/moQuarterly$1,500/qtrAnnual$6,000/yrOne-time$7,500Hourly$300/hrFee-only, flat fee, fiduciary financial planning and investment advice as a one-time engagement or on an ongoing basis.
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Families with Children • Individual • Technology Professionals
Chris Reddick, CFP®, EA
Chris Reddick Financial Planning, LLC
Accepting ClientsMonthly$150/moHourly$150/hrChris Reddick helps professionals in corporate, education, and public service careers with advice-only investment, retirement, and tax planning—offering clear guidance without managing your money for you.
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Educators • Government Employees • Retirees
Helping working families keep more of their money and reach financial independence faster.
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FIRE • Pre-Retirees • Young Professionals
Advice-Only. Flat-Fee. Fee-Only. Fiduciary. Honest. Ethical. Transparent. Inexpensive.
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DIY Investors • FIRE • Retirees
I help Millennials secure their financial future in 6 months, start-to-finish. Count on me as your expert resource as we launch your financial success together!
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Young Professionals • Newlyweds/Couples • Childfree or Permanently Childless
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