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

Try filtering to find your perfect match

Aleksandr Fridlyand, CFP®, CPA
Technos Financial
One-time$2,750+
Hourly$250/hr
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Aleksandr Fridlyand, CFP®, CPA
Technos Financial
One-time$2,750+
Hourly$250/hr
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As a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), Alex combines deep technical knowledge with strategic insight to delive...
Ideal for
Retirees • Pre-Retirees
Specializes in
Retirement
Investments • Tax Strategies
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
Chandler Fugate-Laus, CFP®
Moneyfluent
One-time$2,800+
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Chandler Fugate-Laus, CFP®
Moneyfluent
One-time$2,800+
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Comprehensive planning meets burnout recovery: I help Millennials position their money to quit the hamster wheel and start living better, now.
Ideal for
Women • Technology Professionals
Specializes in
Mid-Career Planning
Home Purchase • Budgeting
Chris Reddick, CFP®, EA
Chris Reddick Financial Planning, LLC
Monthly$150/mo
Hourly$200/hr
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Chris Reddick, CFP®, EA
Chris Reddick Financial Planning, LLC
Monthly$150/mo
Hourly$200/hr
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Chris Reddick helps professionals in corporate, education, and public service careers with advice-only investment, retirement, and tax planning—offeri...
Ideal for
Educators • Government Employees
Specializes in
Investments • Tax Strategies • Retirement Life Planning
Lynn Anderson, CFP®
Abundo Wealth
Monthly$189/mo
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Lynn Anderson, CFP®
Abundo Wealth
Monthly$189/mo
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Empowering clients with clear, unbiased financial advice—because money shouldn’t be scary, boring, or stand between you and the life you actually want...
Ideal for
Women • Young Professionals
Specializes in
Budgeting • Employee Benefits • Tax Strategies
Lorne Abramson, CFA, CFP®, EA, MBA
Abramson Financial Planning, LLC
Not accepting clients
One-time$1,600+
Hourly$320/hr
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Not accepting clients
Lorne Abramson, CFA, CFP®, EA, MBA
Abramson Financial Planning, LLC
Not accepting clients
One-time$1,600+
Hourly$320/hr
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Flat project fee and hourly planner with over 30 years of industry experience. Credentials: CFA, CFP®, EA and MBA (Wharton). Specializes in advising...
Ideal for
Pre-Retirees • Retirees
Specializes in
Investments • Retirement • Tax Strategies
Mike Halper, CFP®, SE-AWMA, CDAA, CBDA
Strateon Intelligent Wealth
Monthly$500/mo
Quarterly$1,500/qtr
Annual$6,000/yr
One-time$7,500
Hourly$375/hr
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Mike Halper, CFP®, SE-AWMA, CDAA, CBDA
Strateon Intelligent Wealth
Monthly$500/mo
Quarterly$1,500/qtr
Annual$6,000/yr
One-time$7,500
Hourly$375/hr
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Flat-fee fiduciary planner. Transform your complex finances into an actionable, comprehensive strategy to achieve financial independence and wealth.
Ideal for
DIY Investors • High Earners ($250k - $500k)
Specializes in
Retirement • Tax Strategies • Estate Planning
Chad Gammon, CFP®, RICP®, EA, MBA
Custom Fit Financial LLC
Monthly$250/mo
Quarterly$750/qtr
Annual$3,000/yr
One-time$3,000
Hourly$200/hr
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Chad Gammon, CFP®, RICP®, EA, MBA
Custom Fit Financial LLC
Monthly$250/mo
Quarterly$750/qtr
Annual$3,000/yr
One-time$3,000
Hourly$200/hr
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I help DIY pre-retirees, engineers, and educators make clear, tax-smart decisions and build a retirement they feel truly ready for.
Ideal for
DIY Investors • Pre-Retirees
Specializes in
Retirement
Tax Strategies • Social Security
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
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
Kevin Estes, CFP®, CCFC, MBA
Scaled Finance, LLC
One-time$3,000+
Hourly$250/hr
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Kevin Estes, CFP®, CCFC, MBA
Scaled Finance, LLC
One-time$3,000+
Hourly$250/hr
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Hourly financial planner helping tech professionals and families live their best lives.
Ideal for
Technology Professionals • FIRE
Specializes in
Tax Strategies
Pre-Retirement Planning
Mid-Career Planning
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
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
Christopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/mo
One-time$3,500+
Hourly$350/hr
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Christopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/mo
One-time$3,500+
Hourly$350/hr
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I help individuals and families gain a deeper understanding of their personal finances and work collaboratively to develop a roadmap to financial inde...
Ideal for
Pre-Retirees • High Earners ($250k - $500k)
Specializes in
Investments • Budgeting • Debt & Credit
Josh Gallogly, CFP®, EA
Milestones Financial, LLC
One-time$995+
Hourly$199/hr
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Josh Gallogly, CFP®, EA
Milestones Financial, LLC
One-time$995+
Hourly$199/hr
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I serve clients across the country by providing fee-only, fiduciary advice on reducing taxes, investing smarter, and creating retirement income.
Ideal for
Pre-Retirees • Retirees
Specializes in
Retirement
Pre-Retirement Planning
Investments
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
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
David Barfield, CFP®
Datapoint Financial Planning, LLC
Hourly$300/hr
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David Barfield, CFP®
Datapoint Financial Planning, LLC
Hourly$300/hr
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Hourly financial planning with no strings attached. Simply pay for the time you need when you need it.
Ideal for
Technology Professionals • Young Professionals
Specializes in
Employee Benefits • Investments • Retirement