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

  • Sarah Dickenson

    Sarah Dickenson

    Abundo Wealth

    Monthly$189/mo
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    My mission as a financial planner is to help people gain clarity on their finances so they can spend more time pursuing their dreams.

    Ideal for
    Artists/Creatives • Photographers
    Specializes in
    BudgetingDebt & CreditCareer Planning
  • Lisa Eaton

    Lisa Eaton, MS, DPT

    Firm Footing Financial Planning

    Hourly$250+/hr
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    I am a financial planner passionate about providing affordable access to financial advice to all people.

    Ideal for
    Healthcare Workers • Business Owners
    Specializes in
    BudgetingDebt & CreditCareer Planning
  • Dustin Bell

    Dustin Bell, MBA

    Reflective Financial

    Monthly$300+/mo
    Annual$3,000+/yr
    One-time$3,000+
    Hourly$300/hr
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    Former CFO who helps pre-retirees take control of their financial future with clarity and confidence.

    Ideal for
    DIY Investors • Pre-Retirees
    Specializes in
    Pre-Retirement Planning
    Tax StrategiesInvestments
  • Tim Melia

    Tim Melia, CFP®, MBA

    Embolden Financial Planning LLC

    Hourly$350/hr
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    BE EMBOLDENED. Let’s work together to create a plan to achieve your financial goals and find the answers to your important money questions.

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    Tax Strategies
    Retirement Life Planning
    Real Estate
  • Carmetta Joyner

    Carmetta Joyner, CFP®

    Joyner Financial Planning

    One-time$3,000
    Hourly$300+/hr
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    Helping first-generation professionals organize & optimize their financial lives to feel confident about their finances & future!

    Ideal for
    Young Professionals • Female Breadwinner
    Specializes in
    BudgetingDebt & CreditEmployee Benefits
  • Ty Rollins

    Ty Rollins, MBA, EA

    Ty Rollins, Inc.

    One-time$800+
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    I work with clients who are near or already in retirement. My Retirement Roadmap focuses on streamlining retirement.

    Ideal for
    Retirees • Pre-Retirees
    Specializes in
    RetirementTax StrategiesInvestments
  • Aleksandr Fridlyand
    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
    InvestmentsTax Strategies
  • Andrew Kleinberg

    Andrew Kleinberg, CFP®, CFA

    Grand Central Financial Planning

    One-time$3,250
    Hourly$400/hr
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    Investment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.

    Ideal for
    Families with Children • Individual
    Specializes in
    InvestmentsTax StrategiesEmployee Benefits
  • Jon Luskin

    Jon Luskin, CFP®

    JonLuskin.com

    One-time$4,695
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    Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary specializing in hourly advice to do-it-yourself i...

    Ideal for
    DIY Investors • Retirees
    Specializes in
    Investments
    RetirementPre-Retirement Planning
  • Kelly Nilsson
    Annual$3,500+/yr
    One-time$5,000+
    Hourly$350/hr
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    I provide advice on an hourly, project, or ongoing basis, depending on your needs and preferences.

    Specializes in
    InvestmentsEstate PlanningTax Strategies
  • Eric Smith

    Eric Smith, CFP®

    Ridge Falls Financial Planning

    Hourly$250+/hr
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    Hello! I'm Eric. I help aspiring DIY investors to and through retirement. Fee-Only Fiduciary, Transparent Pricing, Holistic Approach.

    Ideal for
    Educators • Non-profit professionals
    Specializes in
    Pre-Retirement Planning
    RetirementRetirement Life Planning
  • Anthony Lombard

    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
    InvestmentsBudgeting
  • Krystal Fortner

    Krystal Fortner, CFP®

    Krystal Fortner

    One-time$5,500+
    Hourly$350/hr
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    No nonsense, advice-only planner who dreams of everyone having a financial plan.

    Ideal for
    DIY Investors • Fitness/Wellness Enthusiasts
    Specializes in
    Tax Strategies
    Pre-Retirement Planning
    Retirement
  • Diane Esser

    Diane Esser, CPA, CFP®, RICP®, CEPS

    Direction Financial Management, LLC

    Not accepting clients
    Hourly$360/hr
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    Diane Esser works with clients approaching retirement and already retired to ensure they obtain their best return on life.

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    RetirementSocial SecurityPre-Retirement Planning
  • Alex Ammar

    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
    InvestmentsRetirementEstate Planning
  • Aubrey Williams

    Aubrey Williams, MS, MBA

    Open Path Financial, LLC

    Hourly$385/hr
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    Hi, I'm Aubrey and I'm here to help. Advice-only, fee-only, fiduciary 100% of the time, on the hourly model for FI/RE clients with ADHD/neurodiversity...

    Ideal for
    LGBTQ+ • FIRE
    Specializes in
    Tax StrategiesSmall BusinessRetirement Life Planning
  • Megan Kiesel
    One-time$2,300+
    Hourly$175/hr
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    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.

    Ideal for
    Non-profit professionals • Newlyweds/Couples
    Specializes in
    BudgetingRetirementHome Purchase
  • David Barfield

    David Barfield, CFP®

    Datapoint Financial Planning, LLC

    Hourly$300/hr
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    Hourly financial planning with no strings attached. Simply pay for the time you need when you need it.

    Ideal for
    Technology Professionals • Young Professionals
    Specializes in
    Employee BenefitsInvestmentsRetirement

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