Find Your Advice-Only Financial Advisor!

Discover the power of unbiased financial advice with the Advice-Only Network, your one-stop destination for connecting with dedicated, certified professionals from financial planning practices across the country. Our network ensures you receive objective guidance tailored to your unique financial goals and needs.

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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?

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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

Scott Grissom, PhD, CFP®
Socrates Financial Planning
One-time$2,500+
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Scott Grissom, PhD, CFP®
Socrates Financial Planning
One-time$2,500+
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I was a college professor for many years and now I teach couples how to approach retirement with confidence.
Ideal for
Educators • DIY Investors
Specializes in
Pre-Retirement Planning
Budgeting • Investments
Kirk Reagan, CFP®, MQFP®, ChFC®
High Flight Financial LLC
One-time$2,500
Hourly$250/hr
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Kirk Reagan, CFP®, MQFP®, ChFC®
High Flight Financial LLC
One-time$2,500
Hourly$250/hr
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I am a retired Air Force Officer. I then went to work for Vanguard in order to gain experience and earn my CFP. I started my firm to be able to better...
Ideal for
Veterans/Military Personnel • FIRE
Specializes in
Investments • Retirement • Estate Planning
Nancy Doyle, CFA, CFT
Manage Your Financial Life
Hourly$250/hr
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Nancy Doyle, CFA, CFT
Manage Your Financial Life
Hourly$250/hr
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It is time to get your financial house in order. As an advice-only hourly planner, I help women become more knowledgeable and engaged in their financi...
Ideal for
Women • Divorced Individuals
Specializes in
Investments • Retirement Life Planning • Pre-Retirement Planning
Audrey Emerson, CFP®
Cents of Joy Financial Planning
Monthly$200+/mo
One-time$2,700+
Hourly$300/hr
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Audrey Emerson, CFP®
Cents of Joy Financial Planning
Monthly$200+/mo
One-time$2,700+
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
Small Business • Budgeting • Tax Strategies
Mike Staman, CFP®, MSPFP, CAP, AEP®
Delaware Financial Planning
Monthly$475+/mo
One-time$5,000+
Hourly$400/hr
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Mike Staman, CFP®, MSPFP, CAP, AEP®
Delaware Financial Planning
Monthly$475+/mo
One-time$5,000+
Hourly$400/hr
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Serving mid- to late-stage corporate and non-profit professionals, I believe in the value of ongoing planning but can also work on a project basis.
Ideal for
Pre-Retirees • High Earners ($250k - $500k)
Specializes in
Tax Strategies • Pre-Retirement Planning • Retirement
Jon Luskin, CFP®
JonLuskin.com
One-time$3,695
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Jon Luskin, CFP®
JonLuskin.com
One-time$3,695
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Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary specializing in hourly advice to do-it-yourself i...
Ideal for
DIY Investors • Retirees
Specializes in
Investments
Retirement • Pre-Retirement Planning
Jim Mahaney, CFP®, MSFS
Mavericus Retirement Services
Not accepting clients
Annual$1,700/yr
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Not accepting clients
Jim Mahaney, CFP®, MSFS
Mavericus Retirement Services
Not accepting clients
Annual$1,700/yr
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Jim runs a flat fee, retirement-focused firm. He is the author of two books, is a published researcher, and the holder of three patents.
Ideal for
Retirees • Pre-Retirees
Specializes in
Retirement • Pre-Retirement Planning • Tax Strategies
Philip Murphy, CFA, CFP®
IndiePlan™ LLC
One-time$3,000+
Hourly$300/hr
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Philip Murphy, CFA, CFP®
IndiePlan™ LLC
One-time$3,000+
Hourly$300/hr
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IndiePlan™ is an advise-only financial planning firm because we believe this model creates the best alignment with our clients' interests.
Ideal for
High Earners ($250k - $500k) • DIY Investors
Specializes in
Investments
Pre-Retirement Planning • Retirement
Rupa Pereira, CFP®,EA,CSLP®
FWJ Planning
Monthly$150+/mo
Quarterly$300+/qtr
Annual$1,000+/yr
One-time$4,000+
Hourly$200+/hr
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Rupa Pereira, CFP®,EA,CSLP®
FWJ Planning
Monthly$150+/mo
Quarterly$300+/qtr
Annual$1,000+/yr
One-time$4,000+
Hourly$200+/hr
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I offer 'Tax-Optimal' financial planning for young families, women-led households and those with cross-border sensitivities - through hourly and compr...
Ideal for
Cross-Border • Female Breadwinner
Specializes in
Tax Strategies • Retirement • College Savings
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
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
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
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 specialize in serving First Generation Wealth Builders who want to change their financial family trees, as well as progressive professionals and inv...
Ideal for
FIRE • Philanthropists
Specializes in
Budgeting • Retirement • Home Purchase
Dave Liegakos, CEPA, CVGA, CRPS
Intrepid Financial Services
Monthly$250+/mo
One-time$1,500+
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Dave Liegakos, CEPA, CVGA, CRPS
Intrepid Financial Services
Monthly$250+/mo
One-time$1,500+
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I work with small business owners who are tired of generic financial advice and stuck in the day-to-day grind. I help them grow their company’s value,...
Ideal for
Business Owners • Freelancers
Specializes in
Small Business
Budgeting • Career Planning
Christopher Lazzaro, ChFC®
Plan For It Financial, LLC
Monthly$400+/mo
One-time$3,500+
Hourly$350/hr
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Christopher Lazzaro, ChFC®
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
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
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
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