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

Explore Launch Package

Meet Our Advice-Only Advisors

Advisor Directory

Try filtering to find your perfect match

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
Michael Rodriguez, CFP®
Equanimity Wealth
Monthly$169/mo
One-time$299
Hourly$175/hr
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Michael Rodriguez, CFP®
Equanimity Wealth
Monthly$169/mo
One-time$299
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
Justin Horowitz, CFP®
Just Advising
One-time$1,800+
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Justin Horowitz, CFP®
Just Advising
One-time$1,800+
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Hello! I'm Justin, founder of Just Advising. My practice is for young adults and family starters who want to demystify their financial complexity.
Ideal for
Young Professionals • DIY Investors
Specializes in
Budgeting
Early Career Planning
Employee Benefits
Dale Hershman
Sick Advisory Services
Annual$2,918/yr
One-time$918
Hourly$300/hr
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Dale Hershman
Sick Advisory Services
Annual$2,918/yr
One-time$918
Hourly$300/hr
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Specialist in Biotech stocks, Healthcare Stocks, Dividend Stocks and Passive Income Author of 5 books about investing, Publisher of two financial blo...
Ideal for
FIRE • Business Owners
Specializes in
Investments
Career Planning • Insurance
Patrick Bourbon, CFA, CFP®
Bourbon Financial Management
Monthly$500+/mo
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Patrick Bourbon, CFA, CFP®
Bourbon Financial Management
Monthly$500+/mo
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Patrick is your personal Chief Financial Officer. His main goal is to give you the best tools possible to improve your financial decisions.
Ideal for
Business Owners • High Net Worth
Specializes in
Tax Strategies • Investments • Retirement
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
Lisa Eaton, MS, DPT
Firm Footing Financial Planning
Hourly$250+/hr
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Lisa Eaton, MS, DPT
Firm Footing Financial Planning
Hourly$250+/hr
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I am a financial planner passionate about providing affordable access to financial advice to all people.
Ideal for
Healthcare Workers • Business Owners
Specializes in
Budgeting • Debt & Credit • Career Planning
Bill Hines, Investment Advisor Representative, Financial Planner
Emanciparé Financial Planning
Monthly$399+/mo
One-time$399+
Hourly$199/hr
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Bill Hines, Investment Advisor Representative, Financial Planner
Emanciparé Financial Planning
Monthly$399+/mo
One-time$399+
Hourly$199/hr
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We help clients build a lifetime financial roadmap (plan) using tools available to consumers. We teach how to maintain it and interpret the results.
Ideal for
DIY Investors • FIRE
Specializes in
Retirement
Pre-Retirement Planning
Retirement Life Planning
Diane Esser, CPA, CFP®, RICP®, CEPS
Direction Financial Management, LLC
Not accepting clients
Hourly$360/hr
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Not accepting clients
Diane Esser, CPA, CFP®, RICP®, CEPS
Direction Financial Management, LLC
Not accepting clients
Hourly$360/hr
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Diane Esser works with clients approaching retirement and already retired to ensure they obtain their best return on life.
Ideal for
Pre-Retirees • Retirees
Specializes in
Retirement • Social Security • Pre-Retirement Planning
Riki Cooke, CFP®
Abundo Wealth
Monthly$189/mo
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Riki Cooke, CFP®
Abundo Wealth
Monthly$189/mo
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On a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal for
Travelers • Newlyweds/Couples
Specializes in
Employee Benefits • Retirement • Early Career Planning
Amy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
One-time$2,750+
Hourly$350+/hr
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Amy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
One-time$2,750+
Hourly$350+/hr
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Amy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning and education firm focused on women, families, and entrepreneur...
Ideal for
Women • Newlyweds/Couples
Specializes in
Investments • Employee Benefits • Retirement
Jake Stalder, CFP®
Navigate Financial Planning LLC
Monthly$170+/mo
One-time$3,200+
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Jake Stalder, CFP®
Navigate Financial Planning LLC
Monthly$170+/mo
One-time$3,200+
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I help early retirees navigate the nuances of early retirement, by crafting unique financial strategies in achieving financial independence, that alig...
Ideal for
Pre-Retirees • FIRE
Specializes in
Investments • Pre-Retirement Planning • Budgeting
Holly Donaldson, CFP®, MBA, MA
Step by Step for DIY Investors
One-time$2,765+
Hourly$395+/hr
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Holly Donaldson, CFP®, MBA, MA
Step by Step for DIY Investors
One-time$2,765+
Hourly$395+/hr
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With 25 years' experience, Holly collaborates with clients to navigate their own version of financial independence.
Ideal for
DIY Investors • Engineers and Scientists
Specializes in
Retirement
Tax Strategies
Investments
Al Faber, CFP®, ChFC®
DIWY Financial Planning
One-time$400+
Hourly$400+/hr
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Al Faber, CFP®, ChFC®
DIWY Financial Planning
One-time$400+
Hourly$400+/hr
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Holistic planning. Hourly or flat fee. Tools, support, and expert guidance on demand with no product sales or ongoing fees.
Ideal for
High Earners ($250k - $500k) • DIY Investors
Specializes in
Estate Planning
Budgeting • 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
Ashley Rittershaus, CFP®
Curious Crow Financial Planning
One-time$5,000
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Ashley Rittershaus, CFP®
Curious Crow Financial Planning
One-time$5,000
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I'm an advice-only financial planner who is passionate about helping people achieve the life they dream about and feel more confident managing their m...
Ideal for
DIY Investors • FIRE
Specializes in
Retirement
Tax Strategies
Budgeting
Krystal Fortner, CFP®
Krystal Fortner
One-time$4,800+
Hourly$350/hr
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Krystal Fortner, CFP®
Krystal Fortner
One-time$4,800+
Hourly$350/hr
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No nonsense, advice-only planner who dreams of everyone having a financial plan.
Ideal for
DIY Investors • Fitness/Wellness Enthusiasts
Specializes in
Tax Strategies • Pre-Retirement Planning • Debt & Credit
Andrew Kleinberg, CFP®, CFA
Grand Central Financial Planning
One-time$3,250
Hourly$400/hr
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Andrew Kleinberg, CFP®, CFA
Grand Central Financial Planning
One-time$3,250
Hourly$400/hr
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Investment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.
Ideal for
Families with Children • Individual
Specializes in
Investments • Tax Strategies • Employee Benefits