Join the Growing Advice-Only Movement
Become part of a community of financial advisors who are committed to changing the financial planning industry for the better.
Everything you need to build and scale an Advice-Only practice
Get discovered faster, learn from peers, and save on the tools you rely on.
Get discovered by ideal clients
A customizable profile that showcases exactly who you serve and how you charge.
- Profile on the Advice-Only Network Advisor Directory
- Opportunity to be a guest on the Advice-Only Network Podcast where we highlight member stories
- Credibility as a vetted and approved Advice-Only advisor
- Get found by ideal clients searching for an advisor like you
A community that has your back
Connect with peers who are building Advice-Only practices just like you.
- Private, members-only Discord access
- Get quick answers from advisors building AO firms
- Virtual meetups and events
- Monthly member-led best-practice sessions
- Introductory 1:1 with Chief Community Officer to help you get integrated into the community
Advice-Only specific E&O coverage
Operate with confidence with a discounted group policy built for AO advisors.
- Low-cost, AO-specific group policy
- Coverage outline and specimen docs provided
Annual premiums $275-$575 depending on coverage needed.
Compliance support you can trust
Get clarity on compliance so you can keep moving forward.
- Monthly webinars with Just Compliance
- Live Q&A on real advisor scenarios
- Guidance to stay current and exam-ready
Tech & tools discounts
Reduce your tech stack costs with member-only savings.
- Discounted pricing on RightCapital, Wealthbox, Wealthtender, and more
- New tool partners added over time
- Learn more
RightCapital
10% off monthly or 15% off annual
- Learn more
Wealthbox
10% off first 12 months
- Learn more
Wealthtender
20% off all plans
- Learn more
Jon Luskin: Financial Planning Templates
$100 off
100+ pages of client-tested, CFP®-developed planning guidance with 2025 updates.
- Learn more
FastTrackr.ai: AI Meeting Assistant
25% off
AI teammate for advisors: meeting prep, summaries, follow-ups, and CRM updates.
- Learn more
Measure Twice Planners
$300 off
Financial planning education platform, $349/yr instead of $649/yr for AON members.
- Learn more
NEWWhite Crow SEO: Website SEO Assessment
$150 off ($350 instead of $500)
Live 1 hour SEO assessment with Alex Ammar of White Crow SEO (fellow AON member). Get an analysis of your website, technical and content SEO recommendations, and strategies for today's SEO and AI landscape.
- Learn more
NEWMessageWatcher: E-communications Compliance
20% off
Archiving, flagging and reporting for email, social media, SMS, Teams, Slack, WhatsApp, websites and more.
What’s included
- Custom profile on the Advice-Only Network
- Access to exclusive Advice-Only E&O policy
- Private member community
- Partner discounts on key tools
- Ongoing education and compliance support
How it works
Get started in minutes
A simple path from signing up to getting discovered by ideal clients.
- 1
Create your profile
Show your audience who you are, who you serve, and your fee structure. It's quick and customizable.
- 2
Sign up and choose a plan
Pick Standard Membership or the Launch Package. 30 day money back guarantee on Standard.
- 3
Unlock member benefits
Access community, discounts, education, compliance support, and more right away.
- 4
Get listed and get found
Show up in consumer searches and start conversations with right fit clients.
Advice-Only Values
What Advice-Only Means to Us
We believe financial advice should be free from conflicts of interest and accessible to everyone, regardless of their net worth.
- Unbiased Advice. We believe financial advice should be free from conflicts of interest, whether from selling products or charging asset management fees.
- Trust and Transparency. We believe hidden fees and a lack of transparency are problems in the financial services industry. Financial service fees should be clear and easy to understand.
- Prioritizing expertise over products. We believe financial advisors should be compensated for their expertise, not for selling products. Clients need an advisor, not a salesperson, to be their most trusted financial confidant.
- Dedicated to clients' interests. We believe financial advisors should be held to a fiduciary standard and obligated to act in their clients' best interests.
If this is how you practice, see what it takes to join.
Advice-Only Criteria
We want to set a high bar for what it means to be Advice-Only
The financial planning industry is full of confusing titles and designations. We want to make it easy for consumers to find an advisor who is truly Advice-Only. That's why we have a strict set of criteria that advisors must meet in order to be listed on our advisor directory.
- No Direct Investment Management. You do not directly manage client investments or charge for investment management in any way.
- No Referral Compensation. You do not have any referral relationship in place that provides you a commission or compensation for investment management with a third party.
- No Commissions. 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.
- ADV Requirements. On your Form ADV (Item 5, Part E), boxes 1, 5, 6, and 7 cannot be checked. These boxes indicate investment management or commission-based activities.
In other words...
You only charge for your advice and are always looking out for the best interests of your clients! If you meet these criteria, we'd love to have you on the Advice-Only Network Advisor Directory.
Cost Savings
What members save with a Standard Membership
Between exclusive group rates, partner discounts, and compliance support, your membership can save you hundreds to thousands every year, depending on which partner tools you use.
~$5,186+
estimated annual savings*
E&O Insurance
~$625/yrExclusive AO group policy
Compliance Support
~$3,600/yrMonthly webinars and live Q&A
RightCapital
~$378/yr15% off annual plan
Measure Twice Planners
~$300/yrEducation platform discount
Wealthtender
~$117.60/yr20% off all plans
Wealthbox CRM
~$90/yr10% off Pro plan, year one
FastTrackr.ai
~$75/yr25% off AI meeting assistant
*All savings are estimates and may vary based on your plan selections and usage.
Plus business-building benefits: community, credibility, and peer learning
- Weekly coworking sessions
- Monthly best-practice webinars
- Private Discord community
- Intro 1:1 with Chief Community Officer
- Credibility as a vetted Advice-Only advisor
- Directory listing to get found by clients
- Resources, templates & more
Membership Options
Get started with the Advice-Only Network today
Choose the plan that works best for you. Standard Membership includes a 30 day money back guarantee.
Standard Membership
Get listed on the definitive directory of advice-only financial planners. *Must meet our Advice-Only criteria.
$89/month
Start Standard MembershipDirectory Listing
Custom Profile on Advice-Only Network
Automatic approval for profile on Fee-Only Network
Access to exclusive Advice-Only specific E&O insurance group policy
Advice-Only Community Forum
Technology Discounts
Monthly Best Practice Webinars
Monthly Compliance Webinars
Opportunity to be a guest on the Advice-Only Network Podcast where we highlight member stories
Introductory 1:1 with Chief Community Officer to help you get integrated into the community
Curated checklist: Launching Your Advice-Only RIA
Advice-Only Advisor Launch Package
The complete cost for individual state registration to become an Advice-Only advisor through our partnership with Just Compliance. *Must meet our Advice-Only criteria to be listed on our directory.
$3,500One time fee
Get the Launch PackageWant to talk first? Book a 30-min call
State registration support through Just Compliance partnership
Templated compliance manual specific to Advice-Only advisors
Code of ethics specific to Advice-Only advisors
6 months of free AON membership with all member benefits
Directory listing once your registration is approved
Curated checklist: Launching Your Advice-Only RIA
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 membership. We will cancel your membership and refund any fees paid during periods when you were not receiving membership benefits. Standard Membership also includes a 30 day money back guarantee, so joining is risk free.
- I'm looking to register as a new Advice-Only advisor, what help do you provide?
That's great! We're excited to have you in the community and ready to support your growth. 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.
Take the next step.
Join the Advice-Only Network today.
Get listed on the definitive advice-only directory, unlock exclusive member benefits, and join a community committed to transparent, fee-only planning.