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.

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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.

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Are you interested in launching an Advice‑Only practice?

Templates and compliance support
Education and coaching
6 months of membership included

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Meet Our Advice-Only Advisors

Advisor Directory

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Christopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/mo
One-time$3,500+
Hourly$350/hr
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Christopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/mo
One-time$3,500+
Hourly$350/hr
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I help individuals and families gain a deeper understanding of their personal finances and work collaboratively to develop a roadmap to financial inde...
Ideal for
Pre-Retirees • High Earners ($250k - $500k)
Specializes in
Investments • Budgeting • Debt & Credit
Bill Hines, Investment Advisor Representative, Financial Planner
Emanciparé
Monthly$399+/mo
One-time$399+
Hourly$199/hr
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Bill Hines, Investment Advisor Representative, Financial Planner
Emanciparé
Monthly$399+/mo
One-time$399+
Hourly$199/hr
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We help clients build a high-fidelity financial/retirement plan with tools available to consumers, teach how to maintain it, and interpret the results
Ideal for
DIY Investors • FIRE
Specializes in
Pre-Retirement Planning
Retirement Life Planning
Budgeting
Linda Rapisardo, CFP®
Canela Wealth
Monthly$300+/mo
Annual$3,600+/yr
One-time$2,500+
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Linda Rapisardo, CFP®
Canela Wealth
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
Budgeting • Employee Benefits • Investments
Ty Rollins, MBA, EA
Ty Rollins, Inc.
One-time$800+
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Ty Rollins, MBA, EA
Ty Rollins, Inc.
One-time$800+
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I work with clients who are near or already in retirement. My Retirement Roadmap focuses on streamlining retirement.
Ideal for
Retirees • Pre-Retirees
Specializes in
Retirement • Tax Strategies • Investments
Keith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtr
One-time$5,000+
Hourly$300/hr
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Keith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtr
One-time$5,000+
Hourly$300/hr
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I help pre-retirees and retirees make informed financial choices by building/updating a plan that is clear and actionable. I have a very transparent...
Ideal for
Pre-Retirees • Retirees
Specializes in
Retirement • Social Security • Pre-Retirement Planning
Kelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yr
One-time$5,000+
Hourly$350/hr
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Kelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yr
One-time$5,000+
Hourly$350/hr
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I provide advice on an hourly, project, or ongoing basis, depending on your needs and preferences.
Specializes in
Investments • Estate Planning • Tax Strategies
Scott Grissom, PhD, CFP®
Socrates Financial Planning
One-time$2,500+
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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
Budgeting • Investments
Holly Davis, CFP®, CPA
Alta Via Financial Planning
Annual$6,000+/yr
One-time$6,500+
Hourly$400/hr
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Holly Davis, CFP®, CPA
Alta Via Financial Planning
Annual$6,000+/yr
One-time$6,500+
Hourly$400/hr
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Planning for families with active outdoor lifestyles who have multiple competing financial goals. Also specializes in equity compensation for tech wor...
Ideal for
High Earners ($250k - $500k) • Families with Children
Specializes in
Investments • Retirement • Tax Strategies
Megan Kiesel, CFP®
Livelihood
One-time$2,300+
Hourly$175/hr
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Megan Kiesel, CFP®
Livelihood
One-time$2,300+
Hourly$175/hr
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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 for
Non-profit professionals • Newlyweds/Couples
Specializes in
Budgeting • Retirement • Home Purchase
Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/mo
Annual$2,400+/yr
One-time$4,400+
Hourly$425/hr
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Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/mo
Annual$2,400+/yr
One-time$4,400+
Hourly$425/hr
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I help individuals and families achieve financial peace of mind with personalized plans to help you meet your goals while enjoying life along the way!
Ideal for
Retirees • Pre-Retirees
Specializes in
Retirement • Pre-Retirement Planning • Investments
David Barfield, CFP®
Datapoint Financial Planning, LLC
Hourly$300/hr
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David Barfield, CFP®
Datapoint Financial Planning, LLC
Hourly$300/hr
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Hourly financial planning with no strings attached. Simply pay for the time you need when you need it.
Ideal for
Technology Professionals • Young Professionals
Specializes in
Employee Benefits • Investments • Retirement
Nick Booth, CFP®, CDAA
Nine Inning Finance
Annual$3,000/yr
One-time$3,600+
Hourly$300/hr
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Nick Booth, CFP®, CDAA
Nine Inning Finance
Annual$3,000/yr
One-time$3,600+
Hourly$300/hr
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I love working with: 1) Those approaching retirement 2) Millennials seeking help planning for life events while striking a balance with saving for ret...
Ideal for
Pre-Retirees • Young Professionals
Specializes in
Pre-Retirement Planning • Investments • Tax Strategies
Chris Maggio, RICP®
Retirement Planning Partner LLC
One-time$1,200+
Hourly$120/hr
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Chris Maggio, RICP®
Retirement Planning Partner LLC
One-time$1,200+
Hourly$120/hr
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I specialize in retirement planning, earning the Retirement Income Certified Professional (RICP®) designation to provide expert guidance in this compl...
Ideal for
Pre-Retirees • Retirees
Specializes in
Retirement
Investments • Tax Strategies
Brian Clarke, CFP®, MBA
Clarke Financial Counsel, LLC
Hourly$325+/hr
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Brian Clarke, CFP®, MBA
Clarke Financial Counsel, LLC
Hourly$325+/hr
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I provide Hourly Fee Only Comprehensive Financial Planning for Individuals and Couples Approaching Retirement.
Ideal for
Pre-Retirees • Retirees
Specializes in
Pre-Retirement Planning • Investments • Retirement
Chad Gammon, CFP®, RICP®, EA, MBA
Custom Fit Financial LLC
Monthly$159+/mo
One-time$2,250+
Hourly$180/hr
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Chad Gammon, CFP®, RICP®, EA, MBA
Custom Fit Financial LLC
Monthly$159+/mo
One-time$2,250+
Hourly$180/hr
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I help DIY pre-retirees, engineers, and educators make clear, tax-smart decisions and build a retirement they feel truly ready for.
Ideal for
DIY Investors • Pre-Retirees
Specializes in
Tax Strategies
Pre-Retirement Planning
Career Planning
Aubrey Williams, MS, MBA
Open Path Financial, LLC
Hourly$385/hr
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Aubrey Williams, MS, MBA
Open Path Financial, LLC
Hourly$385/hr
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Hi, I'm Aubrey and I'm here to help. Advice-only, fee-only, fiduciary 100% of the time, on the hourly model for FI/RE clients with ADHD/neurodiversity...
Ideal for
LGBTQ+ • FIRE
Specializes in
Tax Strategies • Small Business • Retirement Life Planning
Paulo Lopes, J.D.
Woodmont Financial Partners LLC
One-time$5,000+
Hourly$385/hr
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Paulo Lopes, J.D.
Woodmont Financial Partners LLC
One-time$5,000+
Hourly$385/hr
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Attorney turned financial planner offering retirement, tax, estate, and investment advice — all billed hourly, with no ongoing fees or obligations. Ju...
Ideal for
DIY Investors • Pre-Retirees
Specializes in
Investments • Retirement • Estate Planning
Dan Honsberger, CFP®
Reel Financial Planning
Monthly$350+/mo
One-time$3,500+
Hourly$350/hr
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Dan Honsberger, CFP®
Reel Financial Planning
Monthly$350+/mo
One-time$3,500+
Hourly$350/hr
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I specialize in navigating complex financial situations with clarity and confidence. I invest a substantial amount of time to fully understand each c...
Ideal for
Families with Children • Young Professionals
Specializes in
Tax Strategies • Employee Benefits • Investments