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
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
Lynn Anderson, CFP®
Abundo Wealth
Monthly$189/moEmpowering clients with clear, unbiased financial advice—because money shouldn’t be scary, boring, or stand between you and the life you actually want...
Ideal forWomen • Young ProfessionalsSpecializes inBudgeting • Employee Benefits • Tax Strategies
Kaki Perdue, CPA, CFP®
Look Both Ways Financial
One-time$6,400Hourly$300/hrKaki is on a mission to help you feel safe, strong, and secure managing your own money! Check out my podcast: Look Both Ways Financial
Ideal forPre-Retirees • RetireesSpecializes inRetirement • Tax Strategies • Retirement Life Planning
Desiree Kaul, CFP®, ChFC®
Kaul Financial Solutions
Monthly$200/moOne-time$750+Hourly$250/hrDesiree Kaul, CFP®, ChFC®
Kaul Financial Solutions
Monthly$200/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
Scott Grissom, PhD, CFP®
Socrates Financial Planning
One-time$2,500+I was a college professor for many years and now I teach couples how to approach retirement with confidence.
Ideal forEducators • DIY InvestorsSpecializes inPre-Retirement PlanningBudgeting • Investments
Mike Staman, CFP®, MSPFP, CAP®, AEP®, TPCP®
Delaware Financial Planning
Monthly$475+/moOne-time$5,000+Hourly$400/hrMike Staman, CFP®, MSPFP, CAP®, AEP®, TPCP®
Delaware Financial Planning
Monthly$475+/moOne-time$5,000+Hourly$400/hrServing 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 forPre-Retirees • High Earners ($250k - $500k)Specializes inTax Strategies • Pre-Retirement Planning • Retirement
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
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
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
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
Stephan Shipe, Ph.D., CFP®, CFA
Scholar Financial Advising
One-time$5,000+Hourly$385/hrWe help DIY investors by providing financial advice that they can implement for a flat fee.
Ideal forHigh Net Worth • DIY InvestorsSpecializes inInvestments • Tax Strategies • Pre-Retirement Planning
Julia Lilly, CFP®, ABFP®, MBA
Ryerson Financial
One-time$4,000Hourly$250/hrFounder of Ryerson Financial - I partner with families and individuals to bring their financial future into focus 🔎
Ideal forFamilies with Children • High Earners ($250k - $500k)Specializes inBudgeting • Investments • Tax Strategies
Kevin Dunford, CFP®, EA
Better World Planning
Monthly$350/moOne-time$4,000Hourly$250/hrFee-only fiduciary planner (CFP®, EA, CPT) guiding clients through comprehensive financial, tax, and wellness strategies.
Ideal forFamilies with Children • Fitness/Wellness EnthusiastsSpecializes inInvestments • Estate Planning • Tax Strategies
Brian Clarke, CFP®, MBA
Clarke Financial Counsel, LLC
Hourly$325+/hrI provide Hourly Fee Only Comprehensive Financial Planning for Individuals and Couples Approaching Retirement.
Ideal forPre-Retirees • RetireesSpecializes inPre-Retirement Planning • Investments • Retirement
Jorge Soriano, CFP®
Financial Optimist
Monthly$325+/moOne-time$3,200+Hourly$360/hrJorge loves to work with young families that are intentional about early retirement and tax optimization. He loves to educate and offer clarity to wha...
Ideal forFIRE • Business OwnersSpecializes inRetirement • Tax Strategies • Small Business
Andrew Kleinberg, CFP®, CFA
Grand Central Financial Planning
One-time$3,250Hourly$400/hrInvestment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.
Ideal forFamilies with Children • IndividualSpecializes inInvestments • Tax Strategies • Employee Benefits
Chris Williams, CPA
Inceptive Financial
Monthly$125/moQuarterly$225/qtrAnnual$525/yrOne-time$695+Chris Williams, CPA
Inceptive Financial
Monthly$125/moQuarterly$225/qtrAnnual$525/yrOne-time$695+I am the founder of Inceptive Financial and the solo planner; specializing in preparing comprehensive financial plans for a fixed fee.
Ideal forHigh Earners ($250k - $500k) • Families with ChildrenSpecializes inPre-Retirement PlanningInvestments • College Savings
Josh Gallogly, CFP®, EA
Milestones Financial, LLC
One-time$2,490+Hourly$249/hrI serve clients across the country by providing fee-only, fiduciary advice on reducing taxes, investing smarter, creating retirement income, and more.
Ideal forPre-Retirees • RetireesSpecializes inRetirementPre-Retirement PlanningInvestments
Need Help Finding the Right Advisor?
Answer a few questions to help us understand your needs and find advisors who specialize in helping clients like you. (No email required)