Find Your Advice-Only Financial Advisor!

Discover the power of unbiased financial advice with the Advice-Only Network, your one-stop destination for connecting with dedicated, certified professionals from financial planning practices across the country. Our network ensures you receive objective guidance tailored to your unique financial goals and needs.

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.

Meet Our Advice-Only Advisors

Advisor Directory

1-9of 78 advisors

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  • Chris Williams

    Chris Williams, CPA

    Inceptive Financial

    Accepting Clients
    Monthly$125/mo
    Quarterly$225/qtr
    Annual$525/yr
    One-time$695+

    I am the founder of Inceptive Financial and the solo planner; specializing in preparing comprehensive financial plans for a fixed fee.

    IDEAL CLIENTS

    High Earners ($250k - $500k) • Families with Children • DIY Investors

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  • Megan Kiesel

    Megan Kiesel, CFP®

    Livelihood

    Accepting Clients
    One-time$2,000+
    Hourly$150/hr

    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 CLIENTS

    Non-profit professionals • Newlyweds/Couples • Families with Children

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  • Andrew Dressel

    Andrew Dressel, CFP®, CRPC®, APMA®

    Abundo Wealth

    Not Accepting Clients
    Monthly$189/mo

    Andrew Dressel is a CFP® at Abundo Wealth, where he helps clients achieve their financial goals. He values transparency, innovation, and honesty.

    IDEAL CLIENTS

    Photographers • FIRE • Pre-Retirees

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  • Michael Robertson

    Michael Robertson, CFP®

    Shelterbelt Advisors

    Accepting Clients
    Monthly$200+/mo

    Michael Grady Robertson serves the sustainable food and farm community with personalized financial advice, life planning and tax preparation.

    IDEAL CLIENTS

    Farmers • Business Owners • Families with Children

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  • Mike Halper

    Mike Halper, CFP®, SE-AWMA, CDAA, CBDA

    Strateon Intelligent Wealth

    Accepting Clients
    Monthly$500/mo
    Quarterly$1,500/qtr
    Annual$6,000/yr
    One-time$7,500
    Hourly$300/hr

    Fee-only, flat fee, fiduciary financial planning and investment advice as a one-time engagement or on an ongoing basis.

    IDEAL CLIENTS

    Families with Children • Individual • Technology Professionals

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  • Chris Reddick

    Chris Reddick, CFP®, EA

    Chris Reddick Financial Planning, LLC

    Accepting Clients
    Monthly$150/mo
    Hourly$150/hr

    Chris Reddick helps professionals in corporate, education, and public service careers with advice-only investment, retirement, and tax planning—offering clear guidance without managing your money for you.

    IDEAL CLIENTS

    Educators • Government Employees • Retirees

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  • Chris Mamula

    Chris Mamula, CFP®

    Abundo Wealth

    Accepting Clients
    Monthly$189/mo

    Helping working families keep more of their money and reach financial independence faster.

    IDEAL CLIENTS

    FIRE • Pre-Retirees • Young Professionals

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  • Bill Hines

    Bill Hines, IAR

    Emanciparé

    Accepting Clients
    Monthly$399+/mo
    One-time$399+
    Hourly$199/hr

    Advice-Only. Flat-Fee. Fee-Only. Fiduciary. Honest. Ethical. Transparent. Inexpensive.

    IDEAL CLIENTS

    DIY Investors • FIRE • Retirees

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  • Chandler Fugate-Laus

    Chandler Fugate-Laus, CFP®

    Moneyfluent

    Accepting Clients
    One-time$1,200+

    I help Millennials secure their financial future in 6 months, start-to-finish. Count on me as your expert resource as we launch your financial success together!

    IDEAL CLIENTS

    Young Professionals • Newlyweds/Couples • Childfree or Permanently Childless

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