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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John Bell, CFP®
Free State Financial Planning
Accepting ClientsAnnual$3,000/yrOne-time$6,000Hourly$400/hrServing families with a focus on comprehensive ongoing financial planning. For those that want more limited engagements I also offer hourly/project planning.
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DIY Investors • Pre-Retirees • Retirees
FAR Financial is an independent, advice-only financial planning firm, dedicated to helping creative professionals design the roadmap to financial well-being.
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Artists/Creatives • Designers • Families with Children
Wealth Gardens is financial consulting for Ukrainians globally
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Immigrants • Technology Professionals • Families with Children
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
Rupa Pereira, CFP®,EA,CSLP®
FWJ Planning
Accepting ClientsQuarterly$225+/qtrAnnual$900+/yrOne-time$4,000+Hourly$200/hrI offer 'Tax-Optimal' financial planning for young families, women-led households and those with cross-border sensitivities - through hourly and comprehensive services.
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Female Breadwinner • Cross-Border • Families with Children
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)
I help rural and middle-income families to learn about personal finance so that they can create Generational Wealth and change their families futures.
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Young Professionals • Farmers • FIRE
Hello! I’m Nick Eppler, CFP®, founder of Sonar Wealth. I am an Advice-Only financial planner, and I help career changers, aspiring entrepreneurs, and military veterans.
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Veterans/Military Personnel • Sales Professionals • Consultants
I love working with: 1) Those approaching retirement 2) Millennials seeking help planning for life events while striking a balance with saving for retirement
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Pre-Retirees • Young Professionals • High Earners ($250k - $500k)
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