Find your new Advice-Only Advisor
Search a collection of advice-only financial advisors from around the country
What is Advice-Only?
The Future of Financial Planning
An advice-only advisor provides comprehensive financial planning in a fiduciary capacity at all times and aims to avoid and reduce any conflicts of interest.
Reduces Conflicts of Interest
- Charging only for advice aims to avoid and reduce any conflicts of interest that result when an advisor's compensation is based on selling products, receiving commisions, or assests under management.
Fiduciary At All Times
- Advice-only advisors are commited 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 a custodian where they control it.
Transparent Pricing
- No hidden fees from product sales, assets under management (AUM) or expensive investment funds. You’ll know exactly what you’re paying.
Find Your Advice-Only Advisor
- Ruby Pebble Financial Planning
-
Seattle, WA
- Meets virtually
- Project-base, ongoing
Jamie Clark, CFP®
- Xennial Planning
-
Oceanside, CA
- Meets virtually & in person
- Hourly, ongoing
Lindsay Martinez
- Abramson Financial Planning
-
Burlingame, CA
- Meets virtually
- Projects and Hourly: $290/hr
Lorne Abramson, CFA, CFP®, EA
- Abundo Wealth
-
Houston, TX
- Meets virtually
- Monthly $89/mo
Eric Simonson
- FWJ Planning
-
Raleigh, NC
- Meets virtually
- Plan: $2,500, Hourly: $150/hr
Rupa Pereira, EA
- Approchable Financial Planning
-
Rockport, MA
- Meets virtually & in person
- Project-based, subscription
Laura Higgins
- Abundo Wealth
-
San Francisco, CA
- Meets virtually
- Monthly $89/mo
Lori Bodenhamer
- JonLuskin.com
-
San Diego, CA
- Meets virtually
- One-time fee of $1,725
Jon Luskin
- Abundo Wealth
-
Minneapolis, MN
- Meets virtually
- Monthly $89/mo
Andrew Dressel
- HCP Wealth Planning
-
Jacksonville, FL
- Meets virtually
- $2,400 for 6 month engagement
Kevin Burkle, CFP®
- Livelihood
-
Philadelphia, PA
- Meets virtually
- Flat Fee
Carey Morgan, CFP®
- Livelihood
-
Philadelphia, PA
- Meets virtually & in person
- Flat Fee Projects
Megan Kiesel
- Parakaleo Planning
-
Colorado Springs, CO
- Meets virtually & in person
- Project Engagement
Jeff Grimes
- Financial Optimist
-
Saint Petersburg, FL
- Meets virtually
- Annual Subscription, averages $275/month
Jorge Soriano
- Sherman Financial
-
Chapel Hill, NC
- Meets virtually & in person
- Hourly: $250/hr
Chris Sherman
- SJL Financial
-
Wilmington, DE
- Meets virtually & in person
- Project based
Sam Lewis
- Spark Financial
-
Ripon, CA
- Meets virtually & in person
- Project-based
Danielle Miura
- Andrew Marshall Financial
-
Carlsbad, CA
- Meets virtually & in person
- Hourly: $300/hr
Andrew Marshall
- Datapoint Financial Planning
-
Canton, GA
- Meets virtually
- Fees on website
David Barfield
- Mayfair Financial
-
St. Louis, MO
- Meets virtually
- $6,400 3-month engagement, ongoing
Joe Petry
- Stripper Financial Planning
-
Shelter Cove, CA
- Meets virtually
- $350/month
Lindsey Swanson
- French Press Finance
-
Reno, NV
- Meets virtually
- Hourly: $250/hr
Ronnie Colvin
- Momentum
-
Denver, CO
- Meets virtually
- Monthly: $300/mo
Sarah Gerber
- Childfree Wealth
-
Water Valley, MS
- Meets virtually
- $500/month
Jay Zigmont, PhD, CFP®
- My Money Person
-
Leavenworth, KS
- Meets virtually
- 2% of annual household income paid monthly
Ashley Dixon