Find Your Advice-Only Financial Advisor!

Discover the power of objective financial advice with no commissions, no asset management, and no sales pressure. Welcome to the Advice-Only Network, your one-stop destination for connecting with dedicated advice-only financial planners from firms across the country. Our network connects you with advisors who aim to provide objective guidance tailored to your unique financial goals and needs -- no commissions and no assets under management. Just pure advice.

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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.

Are you an Advice-Only advisor?

Get listed on the directory and reach clients looking for advice‑only planners.

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Are you interested in launching an Advice‑Only practice?

Templates and compliance support
Education and coaching
6 months of membership included

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Meet Our Advice-Only Advisors

Advisor Directory

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Dustin Bell, MBA
Reflective Financial
Monthly$300+/mo
Annual$3,000+/yr
One-time$3,000+
Hourly$300/hr
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Dustin Bell, MBA
Reflective Financial
Monthly$300+/mo
Annual$3,000+/yr
One-time$3,000+
Hourly$300/hr
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Former CFO who helps pre-retirees take control of their financial future with clarity and confidence.
Ideal for
DIY Investors • Pre-Retirees
Specializes in
Pre-Retirement Planning
Tax Strategies • Investments
Kirk Reagan, CFP®, MQFP®, ChFC®
High Flight Financial LLC
One-time$2,500
Hourly$250/hr
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Kirk Reagan, CFP®, MQFP®, ChFC®
High Flight Financial LLC
One-time$2,500
Hourly$250/hr
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I am a retired Air Force Officer. I then went to work for Vanguard in order to gain experience and earn my CFP. I started my firm to be able to better...
Ideal for
Veterans/Military Personnel • FIRE
Specializes in
Investments • Retirement • Estate Planning
Chris Mamula, CFP®
Abundo Wealth
Not accepting clients
Monthly$189/mo
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Not accepting clients
Chris Mamula, CFP®
Abundo Wealth
Not accepting clients
Monthly$189/mo
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Helping working families keep more of their money and reach financial independence faster.
Ideal for
FIRE • Pre-Retirees
Specializes in
Investments • Retirement • Pre-Retirement Planning
Brian Clarke, CFP®, MBA
Clarke Financial Counsel, LLC
Hourly$325+/hr
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Brian Clarke, CFP®, MBA
Clarke Financial Counsel, LLC
Hourly$325+/hr
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I provide Hourly Fee Only Comprehensive Financial Planning for Individuals and Couples Approaching Retirement.
Ideal for
Pre-Retirees • Retirees
Specializes in
Pre-Retirement Planning • Investments • Retirement
Megan Kiesel, CFP®
Livelihood
One-time$2,300+
Hourly$175/hr
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Megan Kiesel, CFP®
Livelihood
One-time$2,300+
Hourly$175/hr
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At Livelihood we work with early- and mid-career clients who are looking to balance a joyful and meaningful life with long-term financial stability.
Ideal for
Non-profit professionals • Newlyweds/Couples
Specializes in
Budgeting • Retirement • Home Purchase
Keith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtr
One-time$5,000+
Hourly$300/hr
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Keith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtr
One-time$5,000+
Hourly$300/hr
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I help pre-retirees and retirees make informed financial choices by building/updating a plan that is clear and actionable. I have a very transparent...
Ideal for
Pre-Retirees • Retirees
Specializes in
Retirement • Social Security • Pre-Retirement Planning
Jill Raderstorf, MBA
Aptus Financial
Monthly$193/mo
Annual$1,160/yr
One-time$3,480
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Jill Raderstorf, MBA
Aptus Financial
Monthly$193/mo
Annual$1,160/yr
One-time$3,480
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Jill Raderstorf is a financial planner at Aptus Financial, an advice only financial planning firm that helps people invest on their own. She is dedic...
Ideal for
Medical Professionals • High Earners ($250k - $500k)
Specializes in
Retirement • Early Career Planning • Mid-Career Planning
Mike Staman, CFP®, MSPFP, CAP®, AEP®, TPCP®
Delaware Financial Planning
Monthly$475+/mo
One-time$5,000+
Hourly$400/hr
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Mike Staman, CFP®, MSPFP, CAP®, AEP®, TPCP®
Delaware Financial Planning
Monthly$475+/mo
One-time$5,000+
Hourly$400/hr
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Serving mid- to late-stage corporate and non-profit professionals, I believe in the value of ongoing planning but can also work on a project basis.
Ideal for
Pre-Retirees • High Earners ($250k - $500k)
Specializes in
Tax Strategies • Pre-Retirement Planning • Retirement
Julia Lilly, CFP®, ABFP®, MBA
Ryerson Financial
One-time$4,000
Hourly$250/hr
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Julia Lilly, CFP®, ABFP®, MBA
Ryerson Financial
One-time$4,000
Hourly$250/hr
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Founder of Ryerson Financial - I partner with families and individuals to bring their financial future into focus 🔎
Ideal for
Families with Children • High Earners ($250k - $500k)
Specializes in
Budgeting • Investments • Tax Strategies
Carmetta Joyner, CFP®
Joyner Financial Planning
One-time$3,000
Hourly$300+/hr
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Carmetta Joyner, CFP®
Joyner Financial Planning
One-time$3,000
Hourly$300+/hr
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Helping first-generation professionals organize & optimize their financial lives to feel confident about their finances & future!
Ideal for
Young Professionals • Female Breadwinner
Specializes in
Budgeting • Debt & Credit • Employee Benefits
Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/mo
Annual$2,400+/yr
One-time$4,400+
Hourly$425/hr
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Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/mo
Annual$2,400+/yr
One-time$4,400+
Hourly$425/hr
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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 for
Retirees • Pre-Retirees
Specializes in
Retirement • Pre-Retirement Planning • Investments
John Bell, CFP®
Free State Financial Planning
Quarterly$750/qtr
Annual$3,000/yr
One-time$3,000+
Hourly$400/hr
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John Bell, CFP®
Free State Financial Planning
Quarterly$750/qtr
Annual$3,000/yr
One-time$3,000+
Hourly$400/hr
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Serving families with a focus on comprehensive financial planning. For those that want more limited engagements I also offer hourly planning.
Ideal for
DIY Investors • Pre-Retirees
Specializes in
Pre-Retirement Planning • Retirement • Tax Strategies
Michael Rodriguez, CFP®
Equanimity Wealth
Monthly$199/mo
One-time$399
Hourly$175/hr
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Michael Rodriguez, CFP®
Equanimity Wealth
Monthly$199/mo
One-time$399
Hourly$175/hr
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Michael, a CFP® from Glendale, CA, helps families achieve financial clarity with a people-first approach.
Ideal for
Families with Children • Business Owners
Specializes in
Debt & Credit • Employee Benefits • Investments
Shannon Fleener, CFP®
Sage Financial
Monthly$200+/mo
Quarterly$600+/qtr
Annual$2,400+/yr
One-time$2,000+
Hourly$300+/hr
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Shannon Fleener, CFP®
Sage Financial
Monthly$200+/mo
Quarterly$600+/qtr
Annual$2,400+/yr
One-time$2,000+
Hourly$300+/hr
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I serve progressive professionals and values-based investors who want to achieve financial freedom while supporting their communities.
Ideal for
FIRE • DIY Investors
Specializes in
Investments • Home Purchase • Pre-Retirement Planning
Chris Maggio, RICP®
Retirement Planning Partner LLC
One-time$1,833+
Hourly$150/hr
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Chris Maggio, RICP®
Retirement Planning Partner LLC
One-time$1,833+
Hourly$150/hr
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I specialize in retirement planning, earning the Retirement Income Certified Professional (RICP®) designation to provide expert guidance in this compl...
Ideal for
Pre-Retirees • Retirees
Specializes in
Retirement
Investments • Tax Strategies
Robert Tucker, CFP®, CFA
Tucker Wealth Advisory
Quarterly$750+/qtr
One-time$2,250+
Hourly$300/hr
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Robert Tucker, CFP®, CFA
Tucker Wealth Advisory
Quarterly$750+/qtr
One-time$2,250+
Hourly$300/hr
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I help individuals and families develop and implement financial plans. Experienced fiduciary, Wharton MBA, with the CFP(R) and CFA(R) designations.
Ideal for
Pre-Retirees • Retirees
Specializes in
Investments • Retirement • Tax Strategies
Holly Davis, CFP®, CPA
Alta Via Financial Planning
Annual$6,000+/yr
One-time$6,500+
Hourly$400/hr
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Holly Davis, CFP®, CPA
Alta Via Financial Planning
Annual$6,000+/yr
One-time$6,500+
Hourly$400/hr
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Planning for families with active outdoor lifestyles who have multiple competing financial goals. Also specializes in equity compensation for tech wor...
Ideal for
High Earners ($250k - $500k) • Families with Children
Specializes in
Investments • Retirement • Tax Strategies
Alex Ammar, CFP®
Paradox Financial
One-time$6,000
Hourly$350/hr
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Alex Ammar, CFP®
Paradox Financial
One-time$6,000
Hourly$350/hr
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Advanced financial planning strategies for people who want to be Financially Independent & Retire Early in the next 10 years
Ideal for
FIRE • DIY Investors
Specializes in
Investments • Retirement • Estate Planning