Join the Growing Advice-Only Movement

Become part of a community of financial advisors who are commited to changing the financial planning industry for the better.

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 the conflicts of interest that result when advisors sell products or charge asset management fees.
  • Trust and transparency. We are tired of the hidden fees and lack of transparency in the financial services industry. We believe financial service fees should be clear and easy to understand.
  • Prioritizing expertise over products. We believe that financial advisors should be compensated for their expertise, not for selling products. We believe that clients need an advisor, not a salesperson to be their most trusted financial confidant. Financial advisors should be compensated for their expertise, not for selling products.
  • Dedicated to clients' interests. We believe financial advisors should be held to a fiduciary standard and obligated to act in their clients' best interests.

Our Premium Membership Partners

Our partners will support you in running your business

We've partnered with the best companies in the industry to bring you free benefits, brand exposure, and discounts on software and services that will help you run your business more efficiently.

  • Wealthbox
  • Wealthtender
  • Measure Twice Planners
  • Just Compliance
  • RightCapital
  • Fee-Only Network
  • Madison Porter Design

Benefits and Discounts

Premium Membership Benefits and Discounts

Advice-Only Premium Members get access to exclusive benefits and discounts from our partners.

Brand Exposure

Amplify your brand's visibility and reputation with our premium exposure solutions tailored for advice-only financial advisors. Your profile will be featured in our exclusive Advice-Only Network Advisor Directory and instantly accessible to a client base actively seeking unbiased financial advice. Additionally, our partnerships with industry pioneers such as Wealthtender offer you a chance to shine in the spotlight through advisor reviews while the special rates on professional web design services by Madison Porter Design ensure your online presence is as polished as your advisory skills. Leverage these offerings to build a brand that stands out in a crowded market.

  • Advice-Only Network Advisor Directory. List your profile on our advisor directory, and get connected to potential clients seeking an Advice-Only advisor. (must meet our Advice-Only criteria)

  • Wealthtender. Enjoy a 15% discount on your subscription to Wealthtender, a leading platform for advisor reviews. Plus, take advantage of legacy pricing options.

    $160+ annual value

  • Madison Porter Design. Free website review from Madison Porter Design as well as 30% off of all services.

    $1,000+ annual value

  • Fee-Only Network. Get automatic approval and a free profile listing on the Fee-Only Network, one of the largest online directories for Fee-Only advisors. (must meet our Advice-Only criteria)

Compliance Support tailored to Advice-Only Advisors

Safeguard your practice from compliance woes with our specialized suite of support services and tools. Our weekly compliance office hours offer timely insights into the latest regulatory changes, helping you stay one step ahead. We also provide discounts on compliance consulting services tailored to meet the unique needs of Advice-Only advisors. Whether you're a new advisor seeking registration support or an established planner looking for curated compliance documents, our offerings are designed to serve you. With expert guidance from Just Compliance, you can focus on what you do best—advising clients—while we handle the compliance complexities.

  • Weekly compliance office hours. Weekly office hours covering rotating compliance topics specific to Advice-Only advisors from Just Compliance.

    $6,000+ annual value

  • Discounted compliance consulting. 30% off new enhanced, preferred, or virtual CCO plans as well as 30% off any ad hoc work through Just Compliance.

    $1,800 annual value

  • New advisor registration support. 30% discount for new advisor registration support from Just Compliance.

    $900 annual value

  • Currated compliance documents. Access to templated compliance documents including compliance manual, code of ethics, privacy policy, business continuity plan, and ADV, all specific to Advice-Only advisors from Just Compliance.

    $700 annual value

Technology Discounts

Our technology partners include industry leaders such as RightCapital and Wealthbox. Whether you're looking for comprehensive financial planning software or efficient client management solutions, our technology discounts ensure you get the best tools at the best prices. Stay tuned as we plan to release Advice-Only specific technology in the future.

  • RightCapital. 10% off monthly or 15% off annual retail rate subscription

    $215 annual value

  • Wealthbox. 10% off Pro or Premier membership for the first 12 months (new users only)

    $95 annual value

Advisor Education (Including CFP® CE)

Invest in your professional growth with our curated educational content designed to keep you at the forefront of financial advisory practices. Our monthly 'best practice' webinars feature seasoned Advice-Only advisors sharing actionable insights you can implement immediately. Plus, enjoy discounted access to Measure Twice Planning's expansive education catalog, including courses that help you earn CFP® continuing education credits. It's not just about keeping your certification up-to-date; it's about continually enhancing your skills to serve your clients better.

  • Monthly 'best practice' webinar. Monthly 'best practice' webinar where an Advice-Only advisor shares success tips

  • Measure Twice Planning. $250 off of access to Cody Garrett's Measure Twice Planning education catalog, including CFP® CE courses.

    $250 annual value

That's a lot of value! Let's add it all up.

Wealthtender
$160+
Madison Porter Design
$1,000+
Weekly compliance office hours
$6,000+
Discounted compliance consulting
$1,800
New advisor registration support
$900
Currated compliance documents
$700
RightCapital
$215
Wealthbox
$95
Measure Twice Planning
$250

Total Annual Value: $10,000+

Get Started

Get started with the Advice-Only Network today

Sign up for our premium membership and get access to exclusive benefits and discounts. If you meet our Advice-Only criteria, you can also be listed on our advisor directory regardless of whether you are a premium member or not.

Premium Membership

$199/month

Level up your business with our premium membership. Get access to exclusive benefits and discounts from our partners.

Learn More
  • Brand exposure on Advice-Only Network Advisor Directory and automatic approval for a profile on the Fee-Only Network (must meet our Advice-Only criteria)
  • Additional brand exposure through a discounted subscription to Wealthtender
  • Access to Advice-Only Network Discord community and local meetups
  • Over $10,000 of annual value in discounts
  • Discounts to industry technology including RightCapital and Wealthbox
  • Compliance support from Just Compliance including weekly office hours, currated compliance documents, new advisor registration support, and discounted compliance consulting
  • Discounted access to Cody Garrett's Measure Twice Planning education catalog
  • Access to Advice-Only Network community events
  • Free website design review and discounted service from Madison Porter Design
  • Monthly 'best practice' webinar where an AO advisor shares success tips
  • *Due to the large amount of value that we provide to premium members up front, we require a 6 month minimum membership.

Basic Membership

$0/month

Even if you don't want to be a premium member today, we still want to support you by having you listed on our advisor directory as long as you meet our Advice-Only criteria.

Learn More
  • Brand exposure on Advice-Only Network Advisor Directory and automatic approval for a profile on the Fee-Only Network (must meet our Advice-Only criteria)
Get started today

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 Referal 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 Item 5, Part E of your ADV, boxes 1, 5, 6, and 7 cannot be checked.

In other words...

You only charge for your advice and are always looking out for the best interests of your clients! If you meet this criteria, we'd love to have you on the Advice-Only Network Advisor Directory.

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.

    Are there any requirements to become a premium member?

    No, we welcome everyone as long as you have an interest in Advice-Only financial planning and want to be a part of the community. Note that if you do not meet our Advice-Only criteria, you will not be listed on our advisor directory, but can still benefit from the other premium membership benefits.

    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 premium membership at any time?

    Yes, you can cancel your premium membership at any time. If you cancel, you will lose access to all premium membership benefits, including technology discounts at the end of your billing cycle. You will still be listed on our advisor directory as long as you meet our Advice-Only criteria.

    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.

    Are there any additional fees associated with my premium membership?

    No, there are no additional fees paid to the Advice-Only Network associated with your premium membership. You will have access to all premium membership benefits for the duration of your membership. If you choose to purchase any of the discounted technology, you will be responsible for the cost of that technology.

    Is there any minimum length of membership for premium members?

    Yes, there is a 6 month minimum membership for premium members. Due to the large amount of value that we provide to premium members up front, we require a 6 month minimum membership. After that, you can cancel at any time.

Ready to dive in?
Join the Advice-Only Network today.

Become part of the movement to change the financial planning industry for the better.