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
We have two ways to help you find an advisor that's right for you
Find Your Perfect Match
Answer a few questions to help us understand your needs and find advisors who specialize in helping clients like you. (No email required)
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Our Advisor Directory
Browse our complete network of qualified advice-only financial advisors
No nonsense, advice-only planner who dreams of everyone having a financial plan.
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DIY Investors • Fitness/Wellness Enthusiasts • Social Workers
Daryoosh Khalilollahi, CFP, RIA, MBA, MSEE
DABK Financial Planning Services
Accepting ClientsHourly$250/hrMy mission is to make individuals and families establish a clear financial path for reaching their lifetime goals and help them avoid mistakes in the process.
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FIRE • Business Owners • High Earners ($250k - $500k)
As a former engineer I enjoying working with curious investors who seek to understand. No handwaving, just data and transparency.
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Engineers and Scientists • DIY Investors • Young Professionals
Wealth Gardens is financial consulting for Ukrainians globally
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Immigrants • Technology Professionals • Families with Children
Mike Halper, CFP®, SE-AWMA, CDAA, CBDA
Escient Financial
Accepting ClientsMonthly$500/moAnnual$6,000/yrOne-time$7,500Hourly$300/hrFee-only, flat fee, fiduciary financial planning and investment advice as a one-time engagement or on an ongoing basis.
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Families with Children • DIY Investors • Technology Professionals
Amy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
Accepting ClientsOne-time$3,000+Hourly$300/hrAmy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning and education firm focused on women, families, and entrepreneurs.
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Women • Newlyweds/Couples • Pre-Retirees
Daniel Bishop, CVGA®, CFP®, CEPA®, CPBA®, CDAA®
Black Swan Advisors
Accepting ClientsMonthly$1,000+/moHourly$250+/hrI help business owner like you: grow your enterprise value, fix profit leaks, reduce taxes & risks, align plans, and be prepared for an exit- on your terms.
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Business Owners • Real Estate Investors • Startup Founders
Kaki is on a mission to help you feel safe, strong, and secure managing your own money! Check out my podcast: Look Both Ways Financial
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Pre-Retirees • Retirees • DIY Investors
Mike Staman, CFP®, MSPFP, CAP, AEP®
Delaware Financial Planning
Accepting ClientsMonthly$475+/moOne-time$5,000+Hourly$400/hrServing mid- to late-stage corporate and non-profit professionals, I believe in the value of ongoing planning but can also work on a project basis.
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Pre-Retirees • High Earners ($250k - $500k) • Retirees