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

  • John Bell

    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 PlanningRetirementTax Strategies
  • Ashley Rittershaus

    Ashley Rittershaus, CFP®

    Curious Crow Financial Planning

    One-time$5,000
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    I'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 for
    DIY Investors • FIRE
    Specializes in
    Retirement
    Tax Strategies
    Budgeting
  • Scott Grissom

    Scott Grissom, PhD, CFP®

    Socrates Financial Planning

    One-time$2,500+
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    I was a college professor for many years and now I teach couples how to approach retirement with confidence.

    Ideal for
    Educators • DIY Investors
    Specializes in
    Pre-Retirement Planning
    BudgetingInvestments
  • Thomas Hendrix

    Thomas Hendrix

    Hendrix Financial Planning

    One-time$2,950
    Hourly$150/hr
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    I am a fee-only, advice-only financial planner who believes that financial planning is life planning. I help DIY investors develop and implement compr...

    Ideal for
    DIY Investors • Veterans/Military Personnel
  • Amy Rosenow

    Amy Rosenow, CFA, CFP®

    Bold Vision Financial (formerly Fearless Financial Planning)

    One-time$2,750+
    Hourly$350+/hr
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    Amy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning and education firm focused on women, families, and entrepreneur...

    Ideal for
    Women • High Earners ($250k - $500k)
    Specializes in
    InvestmentsEmployee BenefitsRetirement
  • Mike Halper

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

    Strateon Intelligent Wealth

    Monthly$500/mo
    Quarterly$1,500/qtr
    Annual$6,000/yr
    One-time$7,500
    Hourly$375/hr
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    Flat-fee fiduciary planner. Transform your complex finances into an actionable, comprehensive strategy to achieve financial independence and wealth.

    Ideal for
    DIY Investors • High Earners ($250k - $500k)
    Specializes in
    RetirementTax StrategiesEstate Planning
  • Igor Aronov

    Igor Aronov, CFP®

    FAR Financial

    One-time$5,000+
    Hourly$300/hr
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    Expert and creative approach to helping clients and their families untangle complexity, build structure and make intentional financial decisions.

    Ideal for
    Families with Children • DIY Investors
    Specializes in
    Mid-Career Planning
    InsuranceCollege Savings
  • 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
  • Justin Horowitz
    One-time$1,800+
    Hourly$150/hr
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    Hello! I'm Justin, founder of Just Advising. My practice is for young adults and family starters who want to demystify their financial complexity.

    Ideal for
    Young Professionals • DIY Investors
    Specializes in
    Budgeting
    Early Career Planning
    Employee Benefits
  • Michael Rodriguez

    Michael Rodriguez, CFP®

    Equanimity Wealth

    Monthly$199/mo
    One-time$399
    Hourly$175/hr
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    Michael, a CFP® from Glendale, CA, helps families achieve financial clarity with a people-first approach.

    Ideal for
    Families with Children • Business Owners
    Specializes in
    Debt & CreditEmployee BenefitsInvestments
  • 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
  • Julia Lilly
    One-time$4,000
    Hourly$250/hr
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    Founder of Ryerson Financial - I partner with families and individuals to bring their financial future into focus 🔎

    Ideal for
    Families with Children • High Earners ($250k - $500k)
    Specializes in
    BudgetingInvestmentsTax Strategies
  • Bill Hines
    Monthly$399+/mo
    One-time$399+
    Hourly$199/hr
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    We help clients build a lifetime financial roadmap (plan) using tools available to consumers. We teach how to maintain it and interpret the results.

    Ideal for
    DIY Investors • FIRE
    Specializes in
    Retirement
    Pre-Retirement Planning
    Retirement Life Planning
  • Patrick Bourbon

    Patrick Bourbon, CFA, CFP®

    Bourbon Financial Management

    Monthly$500+/mo
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    Patrick is your personal Chief Financial Officer. His main goal is to give you the best tools possible to improve your financial decisions.

    Ideal for
    Business Owners • High Net Worth
    Specializes in
    Tax StrategiesInvestmentsRetirement
  • Riki Cooke

    Riki Cooke, CFP®

    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
    Travelers • Newlyweds/Couples
    Specializes in
    Employee BenefitsRetirementEarly Career Planning
  • Linda Rapisardo
    Monthly$300+/mo
    Annual$3,600+/yr
    One-time$2,500+
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    I help first-gen professionals who've had to figure it all out build financial confidence and freedom.

    Ideal for
    Families with Children • Young Professionals
    Specializes in
    BudgetingEmployee BenefitsInvestments
  • Bob Buehler

    Bob Buehler, CPA, ChFC®

    FirstTen Financial

    Quarterly$500+/qtr
    One-time$2,000+
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    I specialize in helping new retirees navigate the initial years of their retirement

    Ideal for
    Retirees • Pre-Retirees
    Specializes in
    Retirement
    Tax StrategiesSocial Security
  • Brian Jones

    Brian Jones

    Your Everyday ROI

    Monthly$350+/mo
    Annual$4,200+/yr
    One-time$3,000+
    Hourly$350+/hr
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    As a teacher/coach of +18yrs, I understand the unique circumstances of educators & how ordinary, daily progress can grow into financial independence.

    Ideal for
    Teachers • DIY Investors
    Specializes in
    Early Career PlanningBudgetingDebt & Credit

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