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
Philip Murphy, CFA, CFP®
IndiePlan™ LLC
One-time$3,300+Hourly$330/hrIndiePlan™ is an advise-only financial planning firm because we believe this model creates the best alignment with our clients' interests.
Ideal forHigh Earners ($250k - $500k) • DIY InvestorsSpecializes inInvestmentsRetirement • Mid-Career Planning
Paulo Lopes, CFP®, JD
Woodmont Financial Partners LLC
One-time$6,000+Hourly$375/hrHourly or flat-fee planning, one-time or ongoing, with actionable next steps for retirement, taxes, estate decisions, and investments.
Ideal forDIY Investors • High Earners ($250k - $500k)Specializes inTax StrategiesEstate Planning • Investments
Mike Halper, CFP®, SE-AWMA, CDAA, CBDA
Strateon Intelligent Wealth
Monthly$500/moQuarterly$1,500/qtrAnnual$6,000/yrOne-time$7,500Hourly$375/hrMike Halper, CFP®, SE-AWMA, CDAA, CBDA
Strateon Intelligent Wealth
Monthly$500/moQuarterly$1,500/qtrAnnual$6,000/yrOne-time$7,500Hourly$375/hrFlat-fee fiduciary planner. Transform your complex finances into an actionable, comprehensive strategy to achieve financial independence and wealth.
Ideal forDIY Investors • High Earners ($250k - $500k)Specializes inRetirement • Tax Strategies • Estate Planning
Monthly$199/moNot accepting clientsOn a mission is to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal forYoung Professionals • Pre-RetireesSpecializes inPre-Retirement PlanningEarly Career Planning • Debt & Credit
Melissa Leonard, CFP®
Cairn Financial Planning
Annual$2,500+/yrOne-time$2,500+Hourly$250/hrMelissa Leonard, CFP®
Cairn Financial Planning
Annual$2,500+/yrOne-time$2,500+Hourly$250/hrBalancing all aspects of life is challenging. Let us help you with the financial pieces.
Ideal forYoung Professionals • High Earners ($250k - $500k)Specializes inBudgeting • Employee Benefits • Investments
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
Ashley Rittershaus, CFP®
Curious Crow Financial Planning
One-time$5,000I'm an advice-only financial planner who is passionate about helping people achieve the life they dream about and feel more confident managing their m...
Ideal forDIY Investors • FIRESpecializes inRetirementTax StrategiesBudgeting
Chris Reddick, CFP®, EA
Chris Reddick Financial Planning, LLC
Monthly$150/moHourly$200/hrChris Reddick helps professionals in corporate, education, and public service careers with advice-only investment, retirement, and tax planning—offeri...
Ideal forEducators • Government EmployeesSpecializes inInvestments • Tax Strategies • Retirement Life Planning
Holly Davis, CFP®, CPA
Alta Via Financial Planning
Annual$6,000+/yrOne-time$6,500+Hourly$400/hrHolly Davis, CFP®, CPA
Alta Via Financial Planning
Annual$6,000+/yrOne-time$6,500+Hourly$400/hrPlanning for families with active outdoor lifestyles who have multiple competing financial goals. Also specializes in equity compensation for tech wor...
Ideal forHigh Earners ($250k - $500k) • Families with ChildrenSpecializes inInvestments • Retirement • Tax Strategies
Bill Hines, Investment Advisor Representative, Financial Planner
Emanciparé Financial Planning
Monthly$399+/moOne-time$399+Hourly$199/hrBill Hines, Investment Advisor Representative, Financial Planner
Emanciparé Financial Planning
Monthly$399+/moOne-time$399+Hourly$199/hrWe help clients build a lifetime financial roadmap (plan) using tools available to consumers. We teach how to maintain it and interpret the results.
Ideal forDIY Investors • FIRESpecializes inRetirementPre-Retirement PlanningRetirement Life Planning
Eric Smith, CFP®
Ridge Falls Financial Planning
Hourly$250+/hrHello! I'm Eric. I help aspiring DIY investors to and through retirement. Fee-Only Fiduciary, Transparent Pricing, Holistic Approach.
Ideal forEducators • Non-profit professionalsSpecializes inPre-Retirement PlanningRetirement • Retirement Life Planning
Josh Gallogly, CFP®, EA
Milestones Financial, LLC
One-time$995+Hourly$199/hrI serve clients across the country by providing fee-only, fiduciary advice on reducing taxes, investing smarter, and creating retirement income.
Ideal forPre-Retirees • RetireesSpecializes inRetirementPre-Retirement PlanningInvestments
Kevin Burkle, CFP®
HCP Wealth Planning
One-time$2,400+I am an early retirement planning expert. For a flat dollar fee, I offer one-time plans that include ongoing access to my powerful planning software.
Ideal forPre-Retirees • FIRESpecializes inTax StrategiesPre-Retirement PlanningInvestments
Lisa Eaton, MS, DPT
Firm Footing Financial Planning
Hourly$250+/hrI am a financial planner passionate about providing affordable access to financial advice to all people.
Ideal forHealthcare Workers • Business OwnersSpecializes inBudgeting • Debt & Credit • Career 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
Jill Raderstorf, MBA
Aptus Financial
Monthly$193/moAnnual$1,160/yrOne-time$3,480Jill Raderstorf is a financial planner at Aptus Financial, an advice only financial planning firm that helps people invest on their own. She is dedic...
Ideal forMedical Professionals • High Earners ($250k - $500k)Specializes inRetirement • Early Career Planning • Mid-Career Planning
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
Tim Melia, CFP®, MBA
Embolden Financial Planning LLC
Hourly$350/hrBE EMBOLDENED. Let’s work together to create a plan to achieve your financial goals and find the answers to your important money questions.
Ideal forPre-Retirees • RetireesSpecializes inTax StrategiesRetirement Life PlanningReal Estate
Need Help Finding the Right Advisor?
Answer a few questions to help us understand your needs and find advisors who specialize in helping clients like you. (No email required)