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
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 BenefitsOn a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal forFIRE • Young ProfessionalsSpecializes inDebt & CreditBudgeting • Investments
Riki Cooke, CFP®
Abundo Wealth
Monthly$189/moOn a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal forTravelers • Newlyweds/CouplesSpecializes inEmployee Benefits • Retirement • Early Career Planning
Aleksandr Fridlyand, CFP®, CPA
Technos Financial
One-time$3,750+Hourly$250/hrAs a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), Alex combines deep technical knowledge with strategic insight to delive...
Ideal forRetirees • Pre-RetireesSpecializes inRetirementInvestments • Tax Strategies
Nancy Doyle, CFA, CFT
Manage Your Financial Life
Hourly$250/hrIt 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 forWomen • Divorced IndividualsSpecializes inInvestments • Retirement Life Planning • Pre-Retirement Planning
Zach Hidden, CFP®
Perk Planning
Hourly$340/hrI am passionate about providing easy-to-understand financial advice by the hour. I enjoy simplifying complex situations and creating actionable plans....
Ideal forDIY Investors • Business OwnersSpecializes inRetirement • Small Business • Pre-Retirement Planning
Sarah Gerber, CFP®, AFC®
Momentum Financial Planning LLC
Monthly$349+/moQuarterly$1,047+/qtrAnnual$4,188+/yrOne-time$949+Sarah Gerber, CFP®, AFC®
Momentum Financial Planning LLC
Monthly$349+/moQuarterly$1,047+/qtrAnnual$4,188+/yrOne-time$949+Momentum helps newlywed couples, young families, and early-career individuals build their financial foundation and make the most of their money.
Ideal forNewlyweds/Couples • Technology ProfessionalsSpecializes inBudgeting • Early Career Planning • Mid-Career Planning
Zach Lundak, CFA, CFP®
Barrett FP
Hourly$300+/hrI am in business because I saw too many clients that want help from an advisor, but don’t want to give up managing their investments.
Ideal forDIY Investors • Pre-RetireesSpecializes inRetirementPre-Retirement PlanningTax Strategies
Kevin Estes, CFP®, CCFC, MBA
Scaled Finance, LLC
One-time$3,000+Hourly$250/hrHourly financial planner helping tech professionals and families live their best lives.
Ideal forTechnology Professionals • FIRESpecializes inTax StrategiesPre-Retirement PlanningMid-Career Planning
Jake Stalder, CFP®
Navigate Financial Planning LLC
Monthly$170+/moOne-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 forPre-Retirees • FIRESpecializes inInvestments • Pre-Retirement Planning • Budgeting
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
Mary Ann Sullivan, CFP®
395 Financial Planning
Monthly$175/moQuarterly$525+/qtrAnnual$2,100+/yrOne-time$395Hourly$175/hrMary Ann Sullivan, CFP®
395 Financial Planning
Monthly$175/moQuarterly$525+/qtrAnnual$2,100+/yrOne-time$395Hourly$175/hrWant financial independence? I teach you how to get there. I'll help you master your money—from clarifying your current state to building and implemen...
Ideal forEducators • DIY InvestorsSpecializes inEmployee BenefitsRetirement • Tax Strategies
Monthly$189/moNot accepting clientsMaggie is passionate about helping her clients align their money with what they truly value.
Ideal forFIRE • Newlyweds/CouplesSpecializes inTax StrategiesBudgeting • Pre-Retirement Planning
David Barfield, CFP®
Datapoint Financial Planning, LLC
Hourly$300/hrHourly financial planning with no strings attached. Simply pay for the time you need when you need it.
Ideal forTechnology Professionals • Young ProfessionalsSpecializes inEmployee Benefits • Investments • Retirement
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
Kelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yrOne-time$5,000+Hourly$350/hrKelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yrOne-time$5,000+Hourly$350/hrI provide advice on an hourly, project, or ongoing basis, depending on your needs and preferences.
Specializes inInvestments • Estate Planning • Tax Strategies
Patrick Bourbon, CFA, CFP®
Bourbon Financial Management
Monthly$500+/moPatrick is your personal Chief Financial Officer. His main goal is to give you the best tools possible to improve your financial decisions.
Ideal forBusiness Owners • High Net WorthSpecializes inTax Strategies • Investments • Retirement
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
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