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

  • Sarah Dickenson

    Sarah Dickenson

    Abundo Wealth

    Monthly$189/mo
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    My mission as a financial planner is to help people gain clarity on their finances so they can spend more time pursuing their dreams.

    Ideal for
    Artists/Creatives • Photographers
    Specializes in
    BudgetingDebt & CreditCareer 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
  • Jorge Soriano

    Jorge Soriano, CFP®

    Financial Optimist

    Monthly$325+/mo
    One-time$3,200+
    Hourly$360/hr
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    Jorge 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 for
    FIRE • Business Owners
    Specializes in
    RetirementTax StrategiesSmall Business
  • Philip Murphy
    One-time$3,300+
    Hourly$330/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
    RetirementMid-Career Planning
  • Riki Cooke

    Riki Cooke, CFP®

    Abundo Wealth

    Monthly$189/mo
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    On a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!

    Ideal for
    Travelers • Newlyweds/Couples
    Specializes in
    Employee BenefitsRetirementEarly Career Planning
  • 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
  • Dan Honsberger

    Dan Honsberger, CFP®

    Reel Financial Planning

    Monthly$350+/mo
    One-time$3,500+
    Hourly$350/hr
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    I specialize in navigating complex financial situations with clarity and confidence. I invest a substantial amount of time to fully understand each c...

    Ideal for
    Families with Children • Young Professionals
    Specializes in
    Tax StrategiesEmployee BenefitsInvestments
  • Andrew Kleinberg

    Andrew Kleinberg, CFP®, CFA

    Grand Central Financial Planning

    One-time$3,250
    Hourly$400/hr
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    Investment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.

    Ideal for
    Families with Children • Individual
    Specializes in
    InvestmentsTax StrategiesEmployee Benefits
  • Rose Zealand

    Rose Zealand, CFP®, CeFT®, End of Life Doula

    Golden Thread Collaborative, LLC

    Hourly$400/hr
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    Advice-only CFP®, CeFT®, and End-of-Life Doula in Colorado helping clients navigate serious diagnosis, estate planning & financial decisions.

    Ideal for
    Pre-Retirees • Young Professionals
    Specializes in
    BudgetingEstate PlanningInsurance
  • Christopher Lazzaro

    Christopher Lazzaro, ChFC®, RICP®

    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
    InvestmentsBudgetingDebt & Credit
  • Nancy Doyle

    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
    InvestmentsRetirement Life PlanningPre-Retirement Planning
  • Mike Halper

    Mike Halper, CFP®, SE-AWMA, CDAA, CBDA

    Strateon Intelligent Wealth

    Monthly$500/mo
    Quarterly$1,500/qtr
    Annual$6,000/yr
    One-time$7,500
    Hourly$375/hr
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    Flat-fee fiduciary planner. Transform your complex finances into an actionable, comprehensive strategy to achieve financial independence and wealth.

    Ideal for
    DIY Investors • High Earners ($250k - $500k)
    Specializes in
    RetirementTax StrategiesEstate Planning
  • 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
  • Jill Raderstorf

    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
    RetirementEarly Career PlanningMid-Career 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
  • Tim Melia

    Tim Melia, CFP®, MBA

    Embolden Financial Planning LLC

    Hourly$350/hr
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    BE EMBOLDENED. Let’s work together to create a plan to achieve your financial goals and find the answers to your important money questions.

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    Tax Strategies
    Retirement Life Planning
    Real Estate
  • Adam Coleman
    Monthly$400/mo
    Quarterly$400/qtr
    Annual$4,800/yr
    One-time$3,500+
    Hourly$400/hr
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    Hourly fiduciary planner empowering DIY investors to take control of their money with clear, unbiased financial guidance.

    Ideal for
    Pre-Retirees • FIRE
    Specializes in
    Pre-Retirement Planning
    InvestmentsRetirement
  • Paulo Lopes

    Paulo Lopes, CFP®, JD

    Woodmont Financial Partners LLC

    One-time$6,000+
    Hourly$375/hr
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    Hourly or flat-fee planning, one-time or ongoing, with actionable next steps for retirement, taxes, estate decisions, and investments.

    Ideal for
    DIY Investors • High Earners ($250k - $500k)
    Specializes in
    Tax Strategies
    Estate PlanningInvestments

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