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

  • Jake Stalder

    Jake Stalder, CFP®

    Navigate Financial Planning LLC

    Monthly$170+/mo
    One-time$3,200+

    I help early retirees navigate the nuances of early retirement, by crafting unique financial strategies in achieving financial independence, that alig...

    Ideal for
    Pre-Retirees • FIRE
    Specializes in
    InvestmentsPre-Retirement PlanningBudgeting
  • Brian Clarke

    Brian Clarke, CFP®, MBA

    Clarke Financial Counsel, LLC

    Hourly$325+/hr

    I provide Hourly Fee Only Comprehensive Financial Planning for Individuals and Couples Approaching Retirement.

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    Pre-Retirement PlanningInvestmentsRetirement
  • Justin Horowitz
    One-time$1,800+

    Hello! I'm Justin, founder of Just Advising. My practice is for young adults and family starters who want to demystify their financial complexity.

    Ideal for
    Young Professionals • DIY Investors
    Specializes in
    Budgeting
    Early Career Planning
    Employee Benefits
  • Mike Staman

    Mike Staman, CFP®, MSPFP, CAP, AEP®

    Delaware Financial Planning

    Monthly$475+/mo
    One-time$5,000+
    Hourly$400/hr

    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 StrategiesPre-Retirement PlanningRetirement
  • Lorne Abramson

    Lorne Abramson, CFA, CFP®, EA, MBA

    Abramson Financial Planning, LLC

    Not accepting clients
    One-time$1,600+
    Hourly$320/hr

    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
  • Julia Lilly
    One-time$4,000
    Hourly$250/hr

    Founder of Ryerson Financial - I partner with families and individuals to bring their financial future into focus 🔎

    Ideal for
    Families with Children • High Earners ($250k - $500k)
    Specializes in
    BudgetingInvestmentsTax Strategies
  • Sarah Dickenson

    Sarah Dickenson

    Abundo Wealth

    Monthly$189/mo

    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
  • Praveen Krishnamurthy
    One-time$4,500+
    Hourly$300/hr

    I help tech professionals transform their tech success into lasting wealth and security. I specialize in equity compensation, advanced tax planning, a...

    Ideal for
    Technology Professionals • Young Professionals
    Specializes in
    Employee BenefitsInvestmentsRetirement
  • Maggie Klokkenga

    Maggie Klokkenga, CFP®, AFC®

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo

    Maggie is passionate about helping her clients align their money with what they truly value.

    Ideal for
    FIRE • Newlyweds/Couples
    Specializes in
    Tax Strategies
    BudgetingPre-Retirement Planning
  • Kelly Nilsson
    Annual$3,500+/yr
    One-time$5,000+
    Hourly$350/hr

    I provide advice on an hourly, project, or ongoing basis, depending on your needs and preferences.

    Specializes in
    InvestmentsEstate PlanningTax Strategies
  • Megan Kiesel
    One-time$2,300+
    Hourly$175/hr

    At 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 for
    Non-profit professionals • Newlyweds/Couples
    Specializes in
    BudgetingRetirementHome Purchase
  • Phillip Durbin

    Phillip Durbin

    Generational Wealth Development

    One-time$3,200
    Hourly$150/hr

    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 PlanningDebt & CreditMid-Career Planning
  • Josh Gallogly

    Josh Gallogly, CFP®, EA

    Milestones Financial, LLC

    One-time$2,490+
    Hourly$249/hr

    I serve clients by providing flat-fee and hourly financial advice on things like reducing their tax bill, investing smarter, and retirement income.

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    Retirement
    Pre-Retirement Planning
    Investments
  • Kevin Estes
    Hourly$250/hr

    Hourly financial planner helping tech professionals and families live their best lives.

    Ideal for
    Technology Professionals • FIRE
    Specializes in
    RetirementTax StrategiesBudgeting
  • Holly Donaldson

    Holly Donaldson, CFP®, MBA, MA

    Step by Step for DIY Investors

    One-time$2,765+
    Hourly$395+/hr

    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
  • Krystal Fortner

    Krystal Fortner, CFP®

    Krystal Fortner

    One-time$4,800+
    Hourly$350/hr

    No nonsense, advice-only planner who dreams of everyone having a financial plan.

    Ideal for
    DIY Investors • Fitness/Wellness Enthusiasts
    Specializes in
    Tax StrategiesPre-Retirement PlanningDebt & Credit
  • Lynn Anderson
    Monthly$189/mo

    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
    BudgetingEmployee BenefitsTax Strategies
  • Jenn Steliga
    Annual$6,000/yr
    One-time$2,600+

    Jenn specializes in working with those who are serious about designing and achieving their version of financial independence (FI).

    Ideal for
    FIRE • Veterans/Military Personnel
    Specializes in
    BudgetingDebt & CreditEmployee Benefits

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)

Question 1 of 5

I'm looking for this kind of relationship with an advisor...