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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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
Zach Lundak, CFA, CFP®
Barrett FP
Hourly$300+/hr
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Zach Lundak, CFA, CFP®
Barrett FP
Hourly$300+/hr
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I am in business because I saw too many clients that want help from an advisor, but don’t want to give up managing their investments.
Ideal for
DIY Investors • Pre-Retirees
Specializes in
Retirement
Pre-Retirement Planning
Tax Strategies
Sara Young, CFP®
Live and Give Financial
Annual$3,600+/yr
One-time$4,500
Hourly$350/hr
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Sara Young, CFP®
Live and Give Financial
Annual$3,600+/yr
One-time$4,500
Hourly$350/hr
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I guide physicians and healthcare professionals with tax-smart, values-centered planning built through open, collaborative conversations.
Ideal for
Medical Professionals • Healthcare Workers
Specializes in
Tax Strategies
Pre-Retirement Planning • College Savings
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
Chris Williams, CPA
Inceptive Financial
Monthly$125/mo
Quarterly$225/qtr
Annual$525/yr
One-time$695+
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Chris Williams, CPA
Inceptive Financial
Monthly$125/mo
Quarterly$225/qtr
Annual$525/yr
One-time$695+
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I am the founder of Inceptive Financial and the solo planner; specializing in preparing comprehensive financial plans for a fixed fee.
Ideal for
High Earners ($250k - $500k) • Families with Children
Specializes in
Pre-Retirement Planning
Investments • College Savings
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
Robert Stowe, AAMS®
Foxholm Financial
Hourly$300/hr
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Robert Stowe, AAMS®
Foxholm Financial
Hourly$300/hr
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Fee-only advisor serving STEM professionals and retirees. Clear guidance, adaptable plans, and the education to execute with confidence.
Ideal for
Retirees • Engineers and Scientists
Specializes in
Investments
Retirement • Pre-Retirement Planning
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
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
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
Amy Rosenow, CFA, CFP®
Bold Vision Financial
One-time$2,750+
Hourly$350+/hr
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Amy Rosenow, CFA, CFP®
Bold Vision Financial
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 • High Earners ($250k - $500k)
Specializes in
Investments • Employee Benefits • Retirement
Nick Booth, CFP®, CDAA
Nine Inning Finance
Annual$3,000+/yr
One-time$4,500+
Hourly$375/hr
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Nick Booth, CFP®, CDAA
Nine Inning Finance
Annual$3,000+/yr
One-time$4,500+
Hourly$375/hr
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I love working with: 1) Those approaching retirement 2) Millennials seeking help planning for life events while striking a balance with saving for ret...
Ideal for
Pre-Retirees • Young Professionals
Specializes in
Pre-Retirement Planning • 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
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
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
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
Matt Sheers, CFA, CFP®
Sheer Empowerment Financial
Monthly$200/mo
One-time$3,750
Hourly$300/hr
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Matt Sheers, CFA, CFP®
Sheer Empowerment Financial
Monthly$200/mo
One-time$3,750
Hourly$300/hr
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Flat fee, advice-only financial planner for mid-career professionals navigating change, complexity, and big financial decisions.
Ideal for
Business Owners • DIY Investors
Specializes in
Investments
Small Business
Employee Benefits
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