Advice-Only Advisor Launch Package

Everything you need to launch your Advice-Only practice with confidence—registration support, templates, education, tech discounts, and more. Includes 6 months of Standard Membership.

Start the Launch Package

Launch Package Benefits

Everything you need to launch your Advice-Only practice

A guided path, included resources, and community support—wrapped into one package.

Launch faster with a proven blueprint

Follow a clear path from setup to your first clients with guidance at each step.

  • One-hour coaching call with Eric Simonson of Abundo Wealth
  • Practical next steps to go from plan to launch
  • Accountability and momentum from day one

Regulatory setup made simpler

Start on the right foot with AO-specific templates and discounted registration help.

  • Templated compliance manual and Code of Ethics
  • AO-specific document set to reduce guesswork
  • 30% off new advisor registration support

Confidence with the right coverage

Get access to the Advice-Only E&O group policy designed for your model.

  • Exclusive access to AO-specific E&O policy
  • Discounted member pricing
  • Simple application via partner agent

Education that shortens the learning curve

Learn faster with proven frameworks and practical examples.

  • $250 off Measure Twice Planning’s education catalog
  • Member webinars on best practices and compliance
  • Step-by-step guidance curated for AO advisors

6 months of membership, included

Get listed and tap into community, education, and tool discounts.

  • Directory listing and custom profile
  • Member community and monthly sessions
  • Tech discounts from AON partners

How it works

From sign‑up to support - fast

  1. 1

    Get Started

    Create your account and select the Launch Package during signup.

  2. 2

    Access Your Benefits

    Unlock templates, discounts, education, and your coaching call.

  3. 3

    Get Registered

    Register your firm with the help of our discounted registration support.

  4. 4

    Get Listed

    Appear in directory results after criteria verification and start connecting with clients.

Launch Package Pricing

One simple price

Pay once, get everything included to launch with confidence.

Advice-Only Advisor Launch Package

Everything you need to launch your Advice-Only practice: registration support, templates, compliance, education, coaching, and more. Includes 6 months of Standard Membership.

$1,299one-time fee

Start Now

  • 6 months of Standard Membership

  • Templated compliance docs (AO-specific)

  • 30% off new advisor registration support

  • Exclusive Advice-Only E&O access

  • Website design consultation

  • $250 off Measure Twice Planning education

  • One-hour coaching call with Eric Simonson of Abundo Wealth

Frequently asked questions

    What are the requirements to be listed on the Advice-Only Network Advisor Directory?

    You do not directly manage client investments or charge for investment management in any way. You do not have any referral relationship in place that provides you a commission or compensation for investment management with a third party. You do not receive any commissions of any kind and you do not sell any products (insurance, annuities, etc.). If you recommend such products to a client, you do not receive compensation of any kind for this. On Item 5, Part E of your ADV, boxes 1, 5, 6, and 7 cannot be checked.

    What if I don't meet the Advice-Only Network criteria?

    If we find that you do not meet the Advice-Only Network criteria, you will no longer be eligible for the Advice-Only Network membership. Your membership will be canceled and any fees paid while you were not receiving the benefits of your membership will be refunded.

    I'm looking to register as a new Advice-Only advisor, what help do you provide?

    That's great! We're excited to support you and look forward to having another Advice-Only advisor in the community! We have partnered with Just Compliance to provide discounted compliance consulting and support to new Advice-Only advisors. They can help you with everything from registering as an RIA to creating your compliance documents.

    Can I cancel my membership at any time?

    Yes, you can cancel your membership at any time. If you cancel, you will lose access to all membership benefits, including technology discounts at the end of your billing cycle.

    What is the Advice-Only Network Advisor Directory?

    The Advice-Only Network Advisor Directory is a directory of financial advisors who meet our Advice-Only criteria. It is a place for consumers to find an advisor who is truly Advice-Only.