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
Bill Hines, Investment Advisor Representative, Financial Planner
Emanciparé Financial Planning
Monthly$399+/moOne-time$399+Hourly$199/hrBill Hines, Investment Advisor Representative, Financial Planner
Emanciparé Financial Planning
Monthly$399+/moOne-time$399+Hourly$199/hrWe help clients build a lifetime financial roadmap (plan) using tools available to consumers. We teach how to maintain it and interpret the results.
Ideal forDIY Investors • FIRESpecializes inRetirementPre-Retirement PlanningRetirement Life Planning
Dale Hershman
Sick Advisory Services
Annual$2,918/yrOne-time$918Hourly$300/hrSpecialist in Biotech stocks, Healthcare Stocks, Dividend Stocks and Passive Income Author of 5 books about investing, Publisher of two financial blo...
Ideal forFIRE • Business OwnersSpecializes inInvestmentsCareer Planning • Insurance
Carmetta Joyner, CFP®
Joyner Financial Planning
One-time$3,000Hourly$300+/hrHelping first-generation professionals organize & optimize their financial lives to feel confident about their finances & future!
Ideal forYoung Professionals • Female BreadwinnerSpecializes inBudgeting • Debt & Credit • Employee Benefits
Thomas Hendrix
Hendrix Financial Planning
One-time$2,950Hourly$150/hrI am a fee-only, advice-only financial planner who believes that financial planning is life planning. I help DIY investors develop and implement compr...
Ideal forDIY Investors • Veterans/Military Personnel
Joe Conklin Shure, CFP®, EA
Conklin Shure Financial
Monthly$320+/moOne-time$3,200+Hourly$325/hrJoe Conklin Shure, CFP®, EA
Conklin Shure Financial
Monthly$320+/moOne-time$3,200+Hourly$325/hrValues-driven CFP® helping you align money with life—let’s navigate this late-capitalist hellscape together 🔥
Ideal forTechnology Professionals • Non-profit professionalsSpecializes inBudgetingCareer Planning • Tax Strategies
Kelly Palmer, CFA, CFP®
The Wealthy Parent
Monthly$750/moOne-time$4,950I help millennial families with equity compensation enjoy life now and feel confident about the future.
Ideal forFamilies with Children • FIRESpecializes inInvestmentsMid-Career PlanningEmployee Benefits
Alex Ammar, CFP®
Paradox Financial
One-time$6,000Hourly$350/hrAdvanced financial planning strategies for people who want to be Financially Independent & Retire Early in the next 10 years
Ideal forFIRE • DIY InvestorsSpecializes inInvestments • Retirement • Estate Planning
Kate Wilusz, CFP®
Fiat Lux Financial Planning
One-time$6,000+Hourly$400/hrKate has over twenty years of experience with financial planning, investment management, equity compensation, real estate and business management.
Ideal forWomen • Female BreadwinnerSpecializes inInvestments • Insurance • Tax Strategies
Ty Rollins, MBA, EA
Ty Rollins, Inc.
One-time$800+I work with clients who are near or already in retirement. My Retirement Roadmap focuses on streamlining retirement.
Ideal forRetirees • Pre-RetireesSpecializes inRetirement • Tax Strategies • Investments
Al Faber, CFP®, ChFC®
DIWY Financial Planning
One-time$400+Hourly$400+/hrHolistic planning. Hourly or flat fee. Tools, support, and expert guidance on demand with no product sales or ongoing fees.
Ideal forHigh Earners ($250k - $500k) • DIY InvestorsSpecializes inEstate PlanningBudgeting • Investments
Justin Horowitz, CFP®
Just Advising
One-time$1,800+Hourly$150/hrHello! I'm Justin, founder of Just Advising. My practice is for young adults and family starters who want to demystify their financial complexity.
Ideal forYoung Professionals • DIY InvestorsSpecializes inBudgetingEarly Career PlanningEmployee Benefits
Amy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
One-time$2,750+Hourly$350+/hrAmy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
One-time$2,750+Hourly$350+/hrAmy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning and education firm focused on women, families, and entrepreneur...
Ideal forWomen • Newlyweds/CouplesSpecializes inInvestments • Employee Benefits • Retirement
Desiree Kaul, CFP®, ChFC®
Kaul Financial Solutions
Monthly$225/moOne-time$750+Hourly$250/hrDesiree Kaul, CFP®, ChFC®
Kaul Financial Solutions
Monthly$225/moOne-time$750+Hourly$250/hrFinances should be personal. I enjoy helping others find financial wellness that reflects their values and beliefs.
Ideal forVeterans/Military Personnel • Government EmployeesSpecializes inTax StrategiesSmall Business • Pre-Retirement Planning
Linda Rapisardo, CFP®
Canela Wealth
Monthly$300+/moAnnual$3,600+/yrOne-time$2,500+I help first-gen professionals who've had to figure it all out build financial confidence and freedom.
Ideal forFamilies with Children • Young ProfessionalsSpecializes inBudgeting • Employee Benefits • Investments
Praveen Krishnamurthy, CFP®
Empower Financial
One-time$4,500+Hourly$300/hrI help tech professionals transform their tech success into lasting wealth and security. I specialize in equity compensation, advanced tax planning, a...
Ideal forTechnology Professionals • Young ProfessionalsSpecializes inEmployee Benefits • Investments • Retirement
Krystal Fortner, CFP®
Krystal Fortner
One-time$4,800+Hourly$350/hrNo nonsense, advice-only planner who dreams of everyone having a financial plan.
Ideal forDIY Investors • Fitness/Wellness EnthusiastsSpecializes inTax StrategiesPre-Retirement PlanningRetirement
Sage Duguay
Wealthy With Intention
Annual$3,000+/yrOne-time$1,500+Hourly$250+/hrChemical Engineer turned Financial Planner. I help fellow Women in STEM take control of their finances and build wealth intentionally.
Ideal forEngineers and Scientists • DIY InvestorsSpecializes inBudgeting • Early Career Planning • Investments
Philip Murphy, CFA, CFP®
IndiePlan™ LLC
One-time$3,000+Hourly$300/hrIndiePlan™ is an advise-only financial planning firm because we believe this model creates the best alignment with our clients' interests.
Ideal forHigh Earners ($250k - $500k) • DIY InvestorsSpecializes inInvestmentsPre-Retirement Planning • Retirement
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