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
Sara Young, CFP®
Live and Give Financial
Annual$3,600+/yrOne-time$4,500Hourly$350/hrI guide physicians and healthcare professionals with tax-smart, values-centered planning built through open, collaborative conversations.
Ideal forMedical Professionals • Healthcare WorkersSpecializes inTax StrategiesPre-Retirement Planning • College Savings
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
Brian Jones
Your Everyday ROI
Monthly$350+/moAnnual$4,200+/yrOne-time$3,000+Hourly$350+/hrBrian Jones
Your Everyday ROI
Monthly$350+/moAnnual$4,200+/yrOne-time$3,000+Hourly$350+/hrAs a teacher/coach of +18yrs, I understand the unique circumstances of educators & how ordinary, daily progress can grow into financial independence.
Ideal forTeachers • DIY InvestorsSpecializes inEarly Career Planning • Budgeting • Debt & Credit
Robert Tucker, CFP®, CFA
Tucker Wealth Advisory
Quarterly$750+/qtrOne-time$2,250+Hourly$300/hrRobert Tucker, CFP®, CFA
Tucker Wealth Advisory
Quarterly$750+/qtrOne-time$2,250+Hourly$300/hrI help individuals and families develop and implement financial plans. Experienced fiduciary, Wharton MBA, with the CFP(R) and CFA(R) designations.
Ideal forPre-Retirees • RetireesSpecializes inInvestments • Retirement • Tax Strategies
Kevin Burkle, CFP®
HCP Wealth Planning
One-time$2,400+I am an early retirement planning expert. For a flat dollar fee, I offer one-time plans that include ongoing access to my powerful planning software.
Ideal forPre-Retirees • FIRESpecializes inTax StrategiesPre-Retirement PlanningInvestments
Philip Murphy, CFA, CFP®
IndiePlan™ LLC
One-time$3,300+Hourly$330/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 inInvestmentsRetirement • Mid-Career Planning
Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/moAnnual$2,400+/yrOne-time$4,400+Hourly$425/hrKatherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/moAnnual$2,400+/yrOne-time$4,400+Hourly$425/hrI 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 forRetirees • Pre-RetireesSpecializes inRetirement • Pre-Retirement Planning • Investments
Rose Zealand, CFP®, CeFT®, End of Life Doula
Golden Thread Collaborative, LLC
Hourly$400/hrRose Zealand, CFP®, CeFT®, End of Life Doula
Golden Thread Collaborative, LLC
Hourly$400/hrAdvice-only CFP®, CeFT®, and End-of-Life Doula in Colorado helping clients navigate serious diagnosis, estate planning & financial decisions.
Ideal forPre-Retirees • Young ProfessionalsSpecializes inBudgeting • Estate Planning • Insurance
Megan Kiesel, CFP®
Livelihood
One-time$2,300+Hourly$175/hrAt Livelihood we work with early- and mid-career clients who are looking to balance a joyful and meaningful life with long-term financial stability.
Ideal forNon-profit professionals • Newlyweds/CouplesSpecializes inBudgeting • Retirement • Home Purchase
Ross Dugas, Ph.D.
Scientific Financial
Monthly$65/moOne-time$4,000Hourly$200/hrAs a former engineer I enjoying working with curious investors who seek to understand. No handwaving, just data and transparency.
Ideal forEngineers and Scientists • DIY InvestorsSpecializes inRetirement • Tax Strategies • Investments
Steven Fox, CFP®, EA
AdviceOnly
Hourly$300/hrHelping financial planners give advice, not sales pitches!
Ideal forYoung Professionals • Families with ChildrenSpecializes inTax Strategies • Budgeting • Debt & Credit
Keith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtrOne-time$5,000+Hourly$300/hrKeith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtrOne-time$5,000+Hourly$300/hrI 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 forPre-Retirees • RetireesSpecializes inRetirement • Social Security • Pre-Retirement Planning
Anthony Lombard, CFP®
Noteworthy Financial
Monthly$250+/moOne-time$3,000+Hourly$300/hrTeacher, sports lover and father, who is passionate about helping others get organized, get motivated, and achieve financial freedom.
Ideal forTeachers • Business OwnersSpecializes inMid-Career PlanningInvestments • Budgeting
Jenn Steliga, CFP®, CFT™
Find Your FI
Annual$6,000/yrOne-time$2,600+Jenn specializes in working with those who are serious about designing and achieving their version of financial independence (FI).
Ideal forFIRE • Veterans/Military PersonnelSpecializes inBudgeting • Debt & Credit • Employee Benefits
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
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
Chris Reddick, CFP®, EA
Chris Reddick Financial Planning, LLC
Monthly$150/moHourly$200/hrChris Reddick helps professionals in corporate, education, and public service careers with advice-only investment, retirement, and tax planning—offeri...
Ideal forEducators • Government EmployeesSpecializes inInvestments • Tax Strategies • Retirement Life Planning
Michael Rodriguez, CFP®
Equanimity Wealth
Monthly$199/moOne-time$399Hourly$175/hrMichael, a CFP® from Glendale, CA, helps families achieve financial clarity with a people-first approach.
Ideal forFamilies with Children • Business OwnersSpecializes inDebt & Credit • Employee Benefits • Investments
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