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.

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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.

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Are you interested in launching an Advice‑Only practice?

Templates and compliance support
Education and coaching
6 months of membership included

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Meet Our Advice-Only Advisors

Advisor Directory

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Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/mo
Annual$2,400+/yr
One-time$4,400+
Hourly$425/hr
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Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/mo
Annual$2,400+/yr
One-time$4,400+
Hourly$425/hr
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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
Aleksandr Fridlyand, CFP®, CPA
Technos Financial
One-time$2,750+
Hourly$250/hr
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Aleksandr Fridlyand, CFP®, CPA
Technos Financial
One-time$2,750+
Hourly$250/hr
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As a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), Alex combines deep technical knowledge with strategic insight to delive...
Ideal for
Retirees • Pre-Retirees
Specializes in
Retirement
Investments • Tax Strategies
Joe Conklin Shure, CFP®, EA
Conklin Shure Financial
Monthly$320+/mo
One-time$3,200+
Hourly$325/hr
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Joe Conklin Shure, CFP®, EA
Conklin Shure Financial
Monthly$320+/mo
One-time$3,200+
Hourly$325/hr
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Values-driven CFP® helping you align money with life—let’s navigate this late-capitalist hellscape together 🔥
Ideal for
Technology Professionals • Non-profit professionals
Specializes in
Budgeting
Career Planning • Tax Strategies
Holly Donaldson, CFP®, MBA, MA
Step by Step for DIY Investors
One-time$2,765+
Hourly$395+/hr
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Holly Donaldson, CFP®, MBA, MA
Step by Step for DIY Investors
One-time$2,765+
Hourly$395+/hr
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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
Kaki Perdue, CPA, CFP®
Look Both Ways Financial
One-time$6,400
Hourly$300/hr
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Kaki Perdue, CPA, CFP®
Look Both Ways Financial
One-time$6,400
Hourly$300/hr
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Kaki is on a mission to help you feel safe, strong, and secure managing your own money! Check out my podcast: Look Both Ways Financial
Ideal for
Pre-Retirees • Retirees
Specializes in
Retirement • Tax Strategies • Retirement Life Planning
Avanti Shetye, MBA, CFA, CFP®
Wealthwyzr, LLC
Quarterly$1,200+/qtr
One-time$7,500+
Hourly$500/hr
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Avanti Shetye, MBA, CFA, CFP®
Wealthwyzr, LLC
Quarterly$1,200+/qtr
One-time$7,500+
Hourly$500/hr
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Advice-only financial planner helping you make smart, informed financial decisions with confidence.
Ideal for
DIY Investors • High Net Worth
Specializes in
Investments • Retirement • Tax Strategies
Zach Hidden, CFP®
Perk Planning
Hourly$340/hr
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Zach Hidden, CFP®
Perk Planning
Hourly$340/hr
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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
Anthony Lombard, CFP®
Noteworthy Financial
Monthly$250+/mo
One-time$3,000+
Hourly$300/hr
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Anthony Lombard, CFP®
Noteworthy Financial
Monthly$250+/mo
One-time$3,000+
Hourly$300/hr
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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
Andrew Dressel, CFP®, CRPC®, APMA®
Abundo Wealth
Not accepting clients
Monthly$189/mo
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Not accepting clients
Andrew Dressel, CFP®, CRPC®, APMA®
Abundo Wealth
Not accepting clients
Monthly$189/mo
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Andrew Dressel is a CFP® at Abundo Wealth, where he helps clients achieve their financial goals. He values transparency, innovation, and honesty.
Ideal for
Photographers • FIRE
Specializes in
Debt & Credit • Retirement • Insurance
John Bell, CFP®
Free State Financial Planning
Quarterly$750/qtr
Annual$3,000/yr
One-time$3,000+
Hourly$400/hr
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John Bell, CFP®
Free State Financial Planning
Quarterly$750/qtr
Annual$3,000/yr
One-time$3,000+
Hourly$400/hr
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Serving families with a focus on comprehensive financial planning. For those that want more limited engagements I also offer hourly planning.
Ideal for
DIY Investors • Pre-Retirees
Specializes in
Pre-Retirement Planning • Retirement • Tax Strategies
Shannon Fleener, CFP®
Sage Financial
Monthly$200+/mo
Quarterly$600+/qtr
Annual$2,400+/yr
One-time$2,000+
Hourly$300+/hr
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Shannon Fleener, CFP®
Sage Financial
Monthly$200+/mo
Quarterly$600+/qtr
Annual$2,400+/yr
One-time$2,000+
Hourly$300+/hr
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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
Josh Gallogly, CFP®, EA
Milestones Financial, LLC
One-time$995+
Hourly$199/hr
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Josh Gallogly, CFP®, EA
Milestones Financial, LLC
One-time$995+
Hourly$199/hr
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I serve clients across the country by providing fee-only, fiduciary advice on reducing taxes, investing smarter, creating retirement income, and more.
Ideal for
Pre-Retirees • Retirees
Specializes in
Retirement
Pre-Retirement Planning
Investments
Chris Maggio, RICP®
Retirement Planning Partner LLC
One-time$1,833+
Hourly$150/hr
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Chris Maggio, RICP®
Retirement Planning Partner LLC
One-time$1,833+
Hourly$150/hr
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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
Chris Williams, CPA
Inceptive Financial
Monthly$125/mo
Quarterly$225/qtr
Annual$525/yr
One-time$695+
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Chris Williams, CPA
Inceptive Financial
Monthly$125/mo
Quarterly$225/qtr
Annual$525/yr
One-time$695+
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I am the founder of Inceptive Financial and the solo planner; specializing in preparing comprehensive financial plans for a fixed fee.
Ideal for
High Earners ($250k - $500k) • Families with Children
Specializes in
Pre-Retirement Planning
Investments • College Savings
Jorge Soriano, CFP®
Financial Optimist
Monthly$325+/mo
One-time$3,200+
Hourly$360/hr
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Jorge Soriano, CFP®
Financial Optimist
Monthly$325+/mo
One-time$3,200+
Hourly$360/hr
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Jorge loves to work with young families that are intentional about early retirement and tax optimization. He loves to educate and offer clarity to wha...
Ideal for
FIRE • Business Owners
Specializes in
Retirement • Tax Strategies • Small Business
Alex Ammar, CFP®
Paradox Financial
One-time$6,000
Hourly$350/hr
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Alex Ammar, CFP®
Paradox Financial
One-time$6,000
Hourly$350/hr
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Advanced financial planning strategies for people who want to be Financially Independent & Retire Early in the next 10 years
Ideal for
FIRE • DIY Investors
Specializes in
Investments • Retirement • Estate Planning
Robert Tucker, CFP®, CFA
Tucker Wealth Advisory
Quarterly$750+/qtr
One-time$2,250+
Hourly$300/hr
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Robert Tucker, CFP®, CFA
Tucker Wealth Advisory
Quarterly$750+/qtr
One-time$2,250+
Hourly$300/hr
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I help individuals and families develop and implement financial plans. Experienced fiduciary, Wharton MBA, with the CFP(R) and CFA(R) designations.
Ideal for
Pre-Retirees • Retirees
Specializes in
Investments • Retirement • Tax Strategies
DJ Jack
Abundo Wealth
Monthly$189/mo
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DJ Jack
Abundo Wealth
Monthly$189/mo
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On a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal for
FIRE • Young Professionals
Specializes in
Debt & Credit
Budgeting • Investments