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

Grady Moshay, MBA, Investor Advisor Representative, AFC®
Emanciparé Investment Advisors, LLC
One-time$1,950
Hourly$199/hr
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Grady Moshay, MBA, Investor Advisor Representative, AFC®
Emanciparé Investment Advisors, LLC
One-time$1,950
Hourly$199/hr
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Whether 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 de...
Ideal for
DIY Investors • Pre-Retirees
Specializes in
Pre-Retirement Planning
Early Career Planning • Mid-Career Planning
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
Tim Melia, CFP®, MBA
Embolden Financial Planning LLC
Hourly$350/hr
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Tim Melia, CFP®, MBA
Embolden Financial Planning LLC
Hourly$350/hr
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BE EMBOLDENED. Let’s work together to create a plan to achieve your financial goals and find the answers to your important money questions.
Ideal for
Pre-Retirees • Retirees
Specializes in
Tax Strategies
Retirement Life Planning
Real Estate
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
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
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
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
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
Avanti Shetye, MBA, CFA, CFP®
Wealthwyzr, LLC
Quarterly$1,200+/qtr
One-time$7,500+
Hourly$500/hr
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Avanti Shetye, MBA, CFA, CFP®
Wealthwyzr, LLC
Quarterly$1,200+/qtr
One-time$7,500+
Hourly$500/hr
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Advice-only financial planner helping you make smart, informed financial decisions with confidence.
Ideal for
DIY Investors • High Net Worth
Specializes in
Investments • Retirement • Tax Strategies
Linda Rapisardo, CFP®
Canela Wealth
Monthly$300+/mo
Annual$3,600+/yr
One-time$2,500+
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Linda Rapisardo, CFP®
Canela Wealth
Monthly$300+/mo
Annual$3,600+/yr
One-time$2,500+
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I help first-gen professionals who've had to figure it all out build financial confidence and freedom.
Ideal for
Families with Children • Young Professionals
Specializes in
Budgeting • Employee Benefits • Investments
Krystal Fortner, CFP®
Krystal Fortner
One-time$5,500+
Hourly$350/hr
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Krystal Fortner, CFP®
Krystal Fortner
One-time$5,500+
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
Retirement
Joe Conklin Shure, CFP®, EA
Conklin Shure Financial
Monthly$320+/mo
One-time$3,200+
Hourly$325/hr
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Joe Conklin Shure, CFP®, EA
Conklin Shure Financial
Monthly$320+/mo
One-time$3,200+
Hourly$325/hr
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Values-driven CFP® helping you align money with life—let’s navigate this late-capitalist hellscape together 🔥
Ideal for
Technology Professionals • Non-profit professionals
Specializes in
Budgeting
Career Planning • Tax Strategies
Aubrey Williams, MS, MBA
Open Path Financial, LLC
Hourly$385/hr
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Aubrey Williams, MS, MBA
Open Path Financial, LLC
Hourly$385/hr
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Hi, 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 for
LGBTQ+ • FIRE
Specializes in
Tax Strategies • Small Business • Retirement Life Planning
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
Phillip Durbin
Generational Wealth Development
One-time$3,200
Hourly$150/hr
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Phillip Durbin
Generational Wealth Development
One-time$3,200
Hourly$150/hr
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I help rural and middle-income families to learn about personal finance so that they can create Generational Wealth and change their families futures....
Ideal for
Young Professionals • Farmers
Specializes in
Early Career Planning • Debt & Credit • Mid-Career Planning
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
Paulo Lopes, J.D.
Woodmont Financial Partners LLC
Annual$5,000+/yr
One-time$5,000+
Hourly$375/hr
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Paulo Lopes, J.D.
Woodmont Financial Partners LLC
Annual$5,000+/yr
One-time$5,000+
Hourly$375/hr
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Attorney turned financial planner offering retirement, tax, estate, and investment advice — all billed hourly, with no ongoing fees or obligations. Ju...
Ideal for
DIY Investors • Pre-Retirees
Specializes in
Investments • Estate Planning • Tax Strategies