Find Your Advice-Only Financial Advisor!

Discover the power of unbiased financial advice with the Advice-Only Network, your one-stop destination for connecting with dedicated, certified professionals from financial planning practices across the country. Our network ensures you receive objective guidance tailored to your unique financial goals and needs.

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.

Meet Our Advice-Only Advisors

Advisor Directory

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  • It is time to get your financial house in order. As an advice-only hourly planner, I help women become more knowledgeable and engaged in their financial lives.

    IDEAL CLIENTS

    Women • Divorced Individuals • Widows/Widowers

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  • Kristen Vernace

    Kristen Vernace, CFP®, CDFA®

    Pathways Financial Planning

    Accepting Clients
    Annual$9,600+/yr
    Hourly$250/hr

    I’m a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® offering hourly and ongoing financial planning to individuals and couples navigating major life decisions. I provide holistic, judgment-free advice aligned with your values — no asset minimums, no product sales, ever. Schedule a free 15-minute intro call to explore how I can help.

    IDEAL CLIENTS

    Women • DIY Investors • Divorced Individuals

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  • Mary Ann Sullivan

    Mary Ann Sullivan, CFP®

    395 Financial Planning

    Accepting Clients
    Monthly$175/mo
    One-time$395

    Want financial independence? I teach you how to get there. I'll help you master your money—from clarifying your current state to building and implementing a solid plan. Learn to manage investments, cut fees, boost cash flow, and leverage your pension and union benefits (CalSTRS, UCRP, MPIHP expertise here). I'm your advisor, paid monthly, no strings attached. Let's talk about your financial goals.

    IDEAL CLIENTS

    Educators • DIY Investors • Women

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  • Jeremy Zuke

    Jeremy Zuke

    Abundo Wealth

    Not Accepting Clients
    Monthly$189/mo

    I became a planner as a post-corporate passion career to help working professionals keep more of their money and reach financial independence faster.

    IDEAL CLIENTS

    Young Professionals • FIRE • Newlyweds/Couples

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  • Sarah Gerber

    Sarah Gerber, CFP®, AFC®

    Momentum

    Accepting Clients
    Monthly$349+/mo
    Quarterly$1,047+/qtr
    Annual$4,188+/yr
    One-time$949+

    Momentum helps early career professionals, couples, and young families navigate the personal financial world and gets them started on the right financial track.

    IDEAL CLIENTS

    Young Professionals • Technology Professionals • Newlyweds/Couples

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  • Grady Moshay

    Grady Moshay, Investment Advisor Representative, MBA

    Emanciparé Investment Advisors, LLC

    Accepting Clients
    Monthly$399/mo
    One-time$1,499+
    Hourly$199/hr

    Whether you are a DIY'er who needs an extra pair of eyes to stress test your already developed plan or someone who desires to have a financial plan developed from scratch, I look forward to working with you to achieve your goals.

    IDEAL CLIENTS

    DIY Investors • Pre-Retirees • Retirees

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  • Katherine Edwards

    Katherine Edwards, CFP®

    MainStreet Financial Planning

    Accepting Clients
    Annual$2,400+/yr
    One-time$4,400+
    Hourly$425/hr

    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 CLIENTS

    Families with Children • Technology Professionals • Young Professionals

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  • Kelly Palmer

    Kelly Palmer, CFA, CFP®

    The Wealthy Parent

    Accepting Clients
    One-time$4,950
    Hourly$300/hr

    My mission is to help new families bring structure, purpose, and clarity to their financial lives. I'm a new mom and an experienced adviser here to help.

    IDEAL CLIENTS

    Families with Children • FIRE • DIY Investors

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  • Igor Aronov

    Igor Aronov

    FAR Financial

    Accepting Clients
    One-time$5,000+
    Hourly$300/hr

    FAR Financial is an independent, advice-only financial planning firm, dedicated to helping creative professionals design the roadmap to financial well-being.

    IDEAL CLIENTS

    Artists/Creatives • Designers • Families with Children

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