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
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Lorne Abramson, CFA, CFP®, EA, MBA
Abramson Financial Planning, LLC
Not Accepting ClientsOne-time$1,600+Hourly$320/hrFlat project fee and hourly planner with over 30 years of industry experience. Credentials: CFA, CFP®, EA and MBA (Wharton). Specializes in advising people approaching or already in retirement.
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Pre-Retirees • Retirees • DIY Investors
I serve clients age 50+ by providing hourly financial advice on things like reducing their tax bill, investing smarter, and creating retirement income.
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Pre-Retirees • Retirees • Women
Jorge loves to work with young families that are intentional about early retirement and tax optimization. He loves to educate and offer clarity to what you do.
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FIRE • Business Owners • Families with Children
On a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!
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Travelers • Newlyweds/Couples • Pre-Retirees
Specialist in Biotech stocks, Healthcare Stocks, Dividend Stocks and Passive Income Author of 5 books about investing, Publisher of two financial blogs
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FIRE • Business Owners • Expats/Living Abroad
Hourly financial planning with no strings attached. Simply pay for the time you need when you need it.
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Technology Professionals • Young Professionals • Business Owners
Mike Halper, CFP®, SE-AWMA, CDAA, CBDA
Strateon Intelligent Wealth
Accepting ClientsMonthly$500/moQuarterly$1,500/qtrAnnual$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 • Individual • Technology Professionals
I am a fee-only, advice-only financial planner who believes that financial planning is life planning. I help DIY investors develop and implement comprehensive financial plans that support their vision of a full and rewarding life.
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DIY Investors • Veterans/Military Personnel • FIRE
Holly Donaldson, CFP®, MBA, MA
Holly Donaldson Financial Planning, LLC
Accepting ClientsOne-time$3,200+Hourly$395+/hrHolly Donaldson is an advice-only Certified Financial Planner™ (CFP®) professional and fiduciary specializing in hourly advice and one-time plans for pre-retirees.
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DIY Investors • Engineers and Scientists • Pre-Retirees
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