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.
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.
Are you interested in launching an Advice‑Only practice?
- Templates and compliance support
- Education and coaching
- 6 months of membership included
Meet Our Advice-Only Advisors
Advisor Directory
Advisor filters
Bob Buehler, CPA, ChFC®
FirstTen Financial
Quarterly$500+/qtrOne-time$2,000+I specialize in helping new retirees navigate the initial years of their retirement
Ideal forRetirees • Pre-RetireesSpecializes inRetirementTax Strategies • Social Security
John Bell, CFP®
Free State Financial Planning
Quarterly$750/qtrAnnual$3,000/yrOne-time$3,000+Hourly$400/hrJohn Bell, CFP®
Free State Financial Planning
Quarterly$750/qtrAnnual$3,000/yrOne-time$3,000+Hourly$400/hrServing families with a focus on comprehensive financial planning. For those that want more limited engagements I also offer hourly planning.
Ideal forDIY Investors • Pre-RetireesSpecializes inPre-Retirement Planning • Retirement • Tax Strategies
Al Faber, CFP®, ChFC®
DIWY Financial Planning
One-time$400+Hourly$400+/hrHolistic planning. Hourly or flat fee. Tools, support, and expert guidance on demand with no product sales or ongoing fees.
Ideal forHigh Earners ($250k - $500k) • DIY InvestorsSpecializes inEstate PlanningBudgeting • Investments
Kate Wilusz, CFP®
Fiat Lux Financial Planning
One-time$6,000+Hourly$400/hrKate has over twenty years of experience with financial planning, investment management, equity compensation, real estate and business management.
Ideal forWomen • Female BreadwinnerSpecializes inInvestments • Insurance • Tax Strategies
Kirk Reagan, CFP®, MQFP®, ChFC®
High Flight Financial LLC
One-time$2,500Hourly$250/hrI 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 forVeterans/Military Personnel • FIRESpecializes inInvestments • Retirement • Estate Planning
Kevin Dunford, CFP®, EA
Better World Planning
Monthly$350/moOne-time$4,000Hourly$250/hrFee-only fiduciary planner (CFP®, EA, CPT) guiding clients through comprehensive financial, tax, and wellness strategies.
Ideal forFamilies with Children • Fitness/Wellness EnthusiastsSpecializes inInvestments • Estate Planning • Tax Strategies
Shannon Fleener, CFP®
Sage Financial
Monthly$200+/moQuarterly$600+/qtrAnnual$2,400+/yrOne-time$2,000+Hourly$300+/hrShannon Fleener, CFP®
Sage Financial
Monthly$200+/moQuarterly$600+/qtrAnnual$2,400+/yrOne-time$2,000+Hourly$300+/hrI specialize in serving First Generation Wealth Builders who want to change their financial family trees, as well as progressive professionals and inv...
Ideal forFIRE • PhilanthropistsSpecializes inBudgeting • Retirement • Home Purchase
Ross Dugas, Ph.D.
Scientific Financial
Monthly$65/moOne-time$4,000Hourly$200/hrAs a former engineer I enjoying working with curious investors who seek to understand. No handwaving, just data and transparency.
Ideal forEngineers and Scientists • DIY InvestorsSpecializes inRetirement • Tax Strategies • Investments
Aubrey Williams, MS, MBA
Open Path Financial, LLC
Hourly$385/hrHi, I'm Aubrey and I'm here to help. Advice-only, fee-only, fiduciary 100% of the time, on the hourly model for FI/RE clients with ADHD/neurodiversity...
Ideal forLGBTQ+ • FIRESpecializes inTax Strategies • Small Business • Retirement Life Planning
Keith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtrOne-time$5,000+Hourly$300/hrKeith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtrOne-time$5,000+Hourly$300/hrI 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 forPre-Retirees • RetireesSpecializes inRetirement • Social Security • Pre-Retirement Planning
Monthly$189/moNot accepting clientsMaggie is passionate about helping her clients align their money with what they truly value.
Ideal forFIRE • Newlyweds/CouplesSpecializes inTax StrategiesBudgeting • Pre-Retirement Planning
Sara Young, CFP®
Live and Give Financial
Annual$3,600+/yrOne-time$4,500Hourly$350/hrI guide physicians and healthcare professionals with tax-smart, values-centered planning built through open, collaborative conversations.
Ideal forMedical Professionals • Healthcare WorkersSpecializes inTax StrategiesPre-Retirement Planning • College Savings
Krystal Fortner, CFP®
Krystal Fortner
One-time$5,500+Hourly$350/hrNo nonsense, advice-only planner who dreams of everyone having a financial plan.
Ideal forDIY Investors • Fitness/Wellness EnthusiastsSpecializes inTax StrategiesPre-Retirement PlanningRetirement
Jenn Steliga, CFP®, CFT™
Find Your FI
Annual$6,000/yrOne-time$2,600+Jenn specializes in working with those who are serious about designing and achieving their version of financial independence (FI).
Ideal forFIRE • Veterans/Military PersonnelSpecializes inBudgeting • Debt & Credit • Employee BenefitsOn a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal forFIRE • Young ProfessionalsSpecializes inDebt & CreditBudgeting • Investments
Daryoosh Khalilollahi, CFP, RIA, MBA, MSEE
DABK Financial Planning Services
Hourly$250/hrMy mission is to make individuals and families establish a clear financial path for reaching their lifetime goals and help them avoid mistakes in the...
Ideal forFIRE • Business OwnersSpecializes inInvestments • Retirement • Tax Strategies
Paulo Lopes, J.D.
Woodmont Financial Partners LLC
One-time$5,000+Hourly$385/hrAttorney turned financial planner offering retirement, tax, estate, and investment advice — all billed hourly, with no ongoing fees or obligations. Ju...
Ideal forDIY Investors • Pre-RetireesSpecializes inInvestments • Retirement • Estate Planning
Aleksandr Fridlyand, CFP®, CPA
Technos Financial
One-time$3,750+Hourly$250/hrAs a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), Alex combines deep technical knowledge with strategic insight to delive...
Ideal forRetirees • Pre-RetireesSpecializes inRetirementInvestments • Tax Strategies
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