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

  • advisor

    Jamie Clark, CFP®

    Ruby Pebble Financial Planning

    Seattle, WA

    Meets virtually
    Project-base, ongoing
  • advisor

    Lindsay Martinez

    Xennial Planning

    Oceanside, CA

    Meets virtually & in person
    Hourly, ongoing
  • advisor

    Lorne Abramson, CFA, CFP®, EA

    Abramson Financial Planning

    Burlingame, CA

    Meets virtually
    Projects and Hourly: $290/hr
  • advisor

    Eric Simonson

    Abundo Wealth

    Houston, TX

    Meets virtually
    Monthly $89/mo
  • advisor

    Rupa Pereira, EA

    FWJ Planning

    Raleigh, NC

    Meets virtually
    Plan: $2,500, Hourly: $150/hr
  • advisor

    Laura Higgins

    Approchable Financial Planning

    Rockport, MA

    Meets virtually & in person
    Project-based, subscription
  • advisor

    Lori Bodenhamer

    Abundo Wealth

    San Francisco, CA

    Meets virtually
    Monthly $89/mo
  • advisor

    Jon Luskin

    JonLuskin.com

    San Diego, CA

    Meets virtually
    One-time fee of $1,725
  • advisor

    Andrew Dressel

    Abundo Wealth

    Minneapolis, MN

    Meets virtually
    Monthly $89/mo
  • advisor

    Kevin Burkle, CFP®

    HCP Wealth Planning

    Jacksonville, FL

    Meets virtually
    $2,400 for 6 month engagement
  • advisor

    Carey Morgan, CFP®

    Livelihood

    Philadelphia, PA

    Meets virtually
    Flat Fee
  • advisor

    Megan Kiesel

    Livelihood

    Philadelphia, PA

    Meets virtually & in person
    Flat Fee Projects
  • advisor

    Jeff Grimes

    Parakaleo Planning

    Colorado Springs, CO

    Meets virtually & in person
    Project Engagement
  • advisor

    Jorge Soriano

    Financial Optimist

    Saint Petersburg, FL

    Meets virtually
    Annual Subscription, averages $275/month
  • advisor

    Chris Sherman

    Sherman Financial

    Chapel Hill, NC

    Meets virtually & in person
    Hourly: $250/hr
  • advisor

    Sam Lewis

    SJL Financial

    Wilmington, DE

    Meets virtually & in person
    Project based
  • advisor

    Danielle Miura

    Spark Financial

    Ripon, CA

    Meets virtually & in person
    Project-based
  • advisor

    Andrew Marshall

    Andrew Marshall Financial

    Carlsbad, CA

    Meets virtually & in person
    Hourly: $300/hr
  • advisor

    David Barfield

    Datapoint Financial Planning

    Canton, GA

    Meets virtually
    Fees on website
  • advisor

    Joe Petry

    Mayfair Financial

    St. Louis, MO

    Meets virtually
    $6,400 3-month engagement, ongoing
  • advisor

    Lindsey Swanson

    Stripper Financial Planning

    Shelter Cove, CA

    Meets virtually
    $350/month
  • advisor

    Ronnie Colvin

    French Press Finance

    Reno, NV

    Meets virtually
    Hourly: $250/hr
  • advisor

    Sarah Gerber

    Momentum

    Denver, CO

    Meets virtually
    Monthly: $300/mo
  • advisor

    Jay Zigmont, PhD, CFP®

    Childfree Wealth

    Water Valley, MS

    Meets virtually
    $500/month
  • advisor

    Ashley Dixon

    My Money Person

    Leavenworth, KS

    Meets virtually
    2% of annual household income paid monthly