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.

Get startedSee advice-only criteria
Member Benefits

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

  • RightCapital

    10% off monthly or 15% off annual

    Learn more

  • Wealthbox

    10% off first 12 months

    Learn more

  • Wealthtender

    15% off legacy pricing tiers

    Learn more

  • Jon Luskin — Financial Planning Templates

    $100 off

    Learn more

    100+ pages of client-tested, CFP®-developed planning guidance with 2025 updates.

  • FastTrackr.ai — AI Meeting Assistant

    25% off

    Learn more

    AI teammate for advisors: meeting prep, summaries, follow-ups, and CRM updates.

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
See pricingMeet the criteria →

How it works

Get started in minutes

A simple path from sign‑up to getting discovered by ideal clients.

  1. 1

    Create your profile

    Tell clients who you are, who you serve, and how you charge. It's quick and customizable.

  2. 2

    Sign up and choose a plan

    Pick Standard Membership or the Launch Package. 30‑day money‑back guarantee on Standard.

  3. 3

    Unlock member benefits

    Access community, discounts, education, compliance support, and more—right away.

  4. 4

    Get listed and get found

    Show up in consumer searches and start conversations with right‑fit clients.

Sign up now

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.

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 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.

Membership Options

Get started with the Advice-Only Network today

Choose the plan that works best for you. Standard Membership comes with a 30 day moneyback guarantee.

Standard Membership

Get listed on the definitive directory of advice-only financial planners. *Must meet our Advice-Only criteria.

$39/month

Get Started

  • Directory 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

Advice-Only Advisor Launch Package

Are you a new advisor looking to launch your advice-only practice? Get everything you need to get started including registration support, coaching, and much more. *Must meet our Advice-Only criteria to be listed on our directory.

$1,299One time fee

Get Started

  • 6 months of free Advice-Only Network standard membership

  • Access to templated compliance manual, code of ethics, etc. specific to AO advisors

  • 30% discount for new advisor registration support through our partner Just Compliance

  • Access to exclusive Advice-only specific E&O insurance (as part of standard membership)

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

  • One hour coaching call with Eric Simonson, founder of Abundo Wealth and the Advice-Only Network

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.

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

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

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