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

  • Eric Smith

    Eric Smith, CFP®

    Ridge Falls Financial Planning

    Hourly$250+/hr
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    Hello! I'm Eric. I help aspiring DIY investors to and through retirement. Fee-Only Fiduciary, Transparent Pricing, Holistic Approach.

    Ideal for
    Educators • Non-profit professionals
    Specializes in
    Pre-Retirement Planning
    RetirementRetirement Life Planning
  • Chris Williams

    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
    InvestmentsCollege Savings
  • Al Faber

    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
    BudgetingInvestments
  • Alex Ammar

    Alex Ammar, CFP®

    Paradox Financial

    One-time$6,000
    Hourly$350/hr
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    Advanced financial planning strategies for people who want to be Financially Independent & Retire Early in the next 10 years

    Ideal for
    FIRE • DIY Investors
    Specializes in
    InvestmentsRetirementEstate Planning
  • Kelly Palmer

    Kelly Palmer, CFA, CFP®

    The Wealthy Parent

    Monthly$750/mo
    One-time$4,950
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    I help millennial families with equity compensation enjoy life now and feel confident about the future.

    Ideal for
    Families with Children • FIRE
    Specializes in
    Investments
    Mid-Career Planning
    College Savings
  • Brian Jones

    Brian Jones

    Your Everyday ROI

    Monthly$350+/mo
    Annual$4,200+/yr
    One-time$3,000+
    Hourly$350+/hr
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    As a teacher/coach of +18yrs, I understand the unique circumstances of educators & how ordinary, daily progress can grow into financial independence.

    Ideal for
    Teachers • DIY Investors
    Specializes in
    Early Career PlanningBudgetingDebt & Credit
  • Katherine Edwards

    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
    RetirementPre-Retirement PlanningInvestments
  • Grady Moshay
    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 PlanningMid-Career Planning
  • Stephan Shipe

    Stephan Shipe, Ph.D., CFP®, CFA

    Scholar Financial Advising

    One-time$5,000+
    Hourly$385/hr
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    We help DIY investors by providing financial advice that they can implement for a flat fee.

    Ideal for
    High Net Worth • DIY Investors
    Specializes in
    InvestmentsTax StrategiesPre-Retirement Planning
  • Lorne Abramson

    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
    InvestmentsRetirementTax Strategies
  • Shannon Fleener
    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
    InvestmentsHome PurchasePre-Retirement Planning
  • Diane Esser

    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
    RetirementSocial SecurityPre-Retirement Planning
  • Praveen Krishnamurthy
    One-time$4,500+
    Hourly$300/hr
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    I help tech professionals turn success into lasting wealth and security through equity comp planning, advanced tax strategies, and diversification.

    Ideal for
    Technology Professionals • Young Professionals
    Specializes in
    Employee BenefitsInvestmentsRetirement
  • Audrey Emerson

    Audrey Emerson, CFP®

    Cents of Joy Financial Planning

    Quarterly$750/qtr
    One-time$3,000+
    Hourly$300/hr
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    Ready for a more joyful relationship with money? Hi! I’m Audrey and I help creatives, freelancers, & DIY millennials swap money anxiety for financial...

    Ideal for
    Artists/Creatives • Newlyweds/Couples
    Specializes in
    BudgetingTax StrategiesHome Purchase
  • Kevin Estes
    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
  • Bob Buehler

    Bob Buehler, CPA, ChFC®

    FirstTen Financial

    Quarterly$500+/qtr
    One-time$2,000+
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    I specialize in helping new retirees navigate the initial years of their retirement

    Ideal for
    Retirees • Pre-Retirees
    Specializes in
    Retirement
    Tax StrategiesSocial Security
  • Desiree  Kaul

    Desiree Kaul, CFP®, ChFC®

    Kaul Financial Solutions

    Monthly$200/mo
    One-time$750+
    Hourly$250/hr
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    Finances should be personal. I enjoy helping others find financial wellness that reflects their values and beliefs.

    Ideal for
    Veterans/Military Personnel • Government Employees
    Specializes in
    Tax Strategies
    Small BusinessPre-Retirement Planning
  • Carmetta Joyner

    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
    BudgetingDebt & CreditEmployee Benefits

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