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
Advisor filters
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.
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Women • Divorced Individuals • Widows/Widowers
Kristen Vernace, CFP®, CDFA®
Pathways Financial Planning
Accepting ClientsAnnual$9,600+/yrHourly$250/hrI’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.
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Women • DIY Investors • Divorced Individuals
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.
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Educators • DIY Investors • Women
I became a planner as a post-corporate passion career to help working professionals keep more of their money and reach financial independence faster.
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Young Professionals • FIRE • Newlyweds/Couples
Sarah Gerber, CFP®, AFC®
Momentum
Accepting ClientsMonthly$349+/moQuarterly$1,047+/qtrAnnual$4,188+/yrOne-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.
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Young Professionals • Technology Professionals • Newlyweds/Couples
Grady Moshay, Investment Advisor Representative, MBA
Emanciparé Investment Advisors, LLC
Accepting ClientsMonthly$399/moOne-time$1,499+Hourly$199/hrWhether 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.
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DIY Investors • Pre-Retirees • Retirees
Katherine Edwards, CFP®
MainStreet Financial Planning
Accepting ClientsAnnual$2,400+/yrOne-time$4,400+Hourly$425/hrI help individuals and families achieve financial peace of mind with personalized plans to help you meet your goals while enjoying life along the way!
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Families with Children • Technology Professionals • Young Professionals
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.
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Families with Children • FIRE • DIY Investors
FAR Financial is an independent, advice-only financial planning firm, dedicated to helping creative professionals design the roadmap to financial well-being.
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Artists/Creatives • Designers • Families with Children
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