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.

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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.

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Are you interested in launching an Advice‑Only practice?

Templates and compliance support
Education and coaching
6 months of membership included

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Meet Our Advice-Only Advisors

Advisor Directory

Try filtering to find your perfect match

Eric Smith, CFP®
Ridge Falls Financial Planning
Hourly$250+/hr
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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
Retirement • Retirement Life Planning
Chris Williams, CPA
Inceptive Financial
Monthly$125/mo
Quarterly$225/qtr
Annual$525/yr
One-time$695+
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Chris Williams, CPA
Inceptive Financial
Monthly$125/mo
Quarterly$225/qtr
Annual$525/yr
One-time$695+
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I am the founder of Inceptive Financial and the solo planner; specializing in preparing comprehensive financial plans for a fixed fee.
Ideal for
High Earners ($250k - $500k) • Families with Children
Specializes in
Pre-Retirement Planning
Investments • College Savings
Al Faber, CFP®, ChFC®
DIWY Financial Planning
One-time$400+
Hourly$400+/hr
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Al Faber, CFP®, ChFC®
DIWY Financial Planning
One-time$400+
Hourly$400+/hr
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Holistic planning. Hourly or flat fee. Tools, support, and expert guidance on demand with no product sales or ongoing fees.
Ideal for
High Earners ($250k - $500k) • DIY Investors
Specializes in
Estate Planning
Budgeting • Investments
Alex Ammar, CFP®
Paradox Financial
One-time$6,000
Hourly$350/hr
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Alex Ammar, CFP®
Paradox Financial
One-time$6,000
Hourly$350/hr
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Advanced financial planning strategies for people who want to be Financially Independent & Retire Early in the next 10 years
Ideal for
FIRE • DIY Investors
Specializes in
Investments • Retirement • Estate Planning
Kelly Palmer, CFA, CFP®
The Wealthy Parent
Monthly$750/mo
One-time$4,950
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Kelly Palmer, CFA, CFP®
The Wealthy Parent
Monthly$750/mo
One-time$4,950
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I help millennial families with equity compensation enjoy life now and feel confident about the future.
Ideal for
Families with Children • FIRE
Specializes in
Investments
Mid-Career Planning
College Savings
Brian Jones
Your Everyday ROI
Monthly$350+/mo
Annual$4,200+/yr
One-time$3,000+
Hourly$350+/hr
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Brian Jones
Your Everyday ROI
Monthly$350+/mo
Annual$4,200+/yr
One-time$3,000+
Hourly$350+/hr
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As a teacher/coach of +18yrs, I understand the unique circumstances of educators & how ordinary, daily progress can grow into financial independence.
Ideal for
Teachers • DIY Investors
Specializes in
Early Career Planning • Budgeting • Debt & Credit
Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/mo
Annual$2,400+/yr
One-time$4,400+
Hourly$425/hr
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Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/mo
Annual$2,400+/yr
One-time$4,400+
Hourly$425/hr
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I 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 for
Retirees • Pre-Retirees
Specializes in
Retirement • Pre-Retirement Planning • Investments
Grady Moshay, MBA, Investor Advisor Representative, AFC®
Emanciparé Investment Advisors, LLC
One-time$1,950
Hourly$199/hr
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Grady Moshay, MBA, Investor Advisor Representative, AFC®
Emanciparé Investment Advisors, LLC
One-time$1,950
Hourly$199/hr
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Whether you are a DIY'er who needs an extra pair of eyes to stress test your already developed plan or someone who desires to have a financial plan de...
Ideal for
DIY Investors • Pre-Retirees
Specializes in
Pre-Retirement Planning
Early Career Planning • Mid-Career Planning
Stephan Shipe, Ph.D., CFP®, CFA
Scholar Financial Advising
One-time$5,000+
Hourly$385/hr
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Stephan Shipe, Ph.D., CFP®, CFA
Scholar Financial Advising
One-time$5,000+
Hourly$385/hr
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We help DIY investors by providing financial advice that they can implement for a flat fee.
Ideal for
High Net Worth • DIY Investors
Specializes in
Investments • Tax Strategies • Pre-Retirement Planning
Lorne Abramson, CFA, CFP®, EA, MBA
Abramson Financial Planning, LLC
Not accepting clients
One-time$1,600+
Hourly$320/hr
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Not accepting clients
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
Investments • Retirement • Tax Strategies
Shannon Fleener, CFP®
Sage Financial
Monthly$200+/mo
Quarterly$600+/qtr
Annual$2,400+/yr
One-time$2,000+
Hourly$300+/hr
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Shannon Fleener, CFP®
Sage Financial
Monthly$200+/mo
Quarterly$600+/qtr
Annual$2,400+/yr
One-time$2,000+
Hourly$300+/hr
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I serve progressive professionals and values-based investors who want to achieve financial freedom while supporting their communities.
Ideal for
FIRE • DIY Investors
Specializes in
Investments • Home Purchase • Pre-Retirement Planning
Diane Esser, CPA, CFP®, RICP®, CEPS
Direction Financial Management, LLC
Not accepting clients
Hourly$360/hr
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Not accepting clients
Diane Esser, CPA, CFP®, RICP®, CEPS
Direction Financial Management, LLC
Not accepting clients
Hourly$360/hr
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Diane Esser works with clients approaching retirement and already retired to ensure they obtain their best return on life.
Ideal for
Pre-Retirees • Retirees
Specializes in
Retirement • Social Security • Pre-Retirement Planning
Praveen Krishnamurthy, CFP®
Empower Financial
One-time$4,500+
Hourly$300/hr
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Praveen Krishnamurthy, CFP®
Empower Financial
One-time$4,500+
Hourly$300/hr
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I help tech professionals turn success into lasting wealth and security through equity comp planning, advanced tax strategies, and diversification.
Ideal for
Technology Professionals • Young Professionals
Specializes in
Employee Benefits • Investments • Retirement
Audrey Emerson, CFP®
Cents of Joy Financial Planning
Quarterly$750/qtr
One-time$3,000+
Hourly$300/hr
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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
Budgeting • Tax Strategies • Home Purchase
Kevin Estes, CFP®, CCFC, MBA
Scaled Finance, LLC
One-time$3,000+
Hourly$250/hr
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Kevin Estes, CFP®, CCFC, MBA
Scaled Finance, LLC
One-time$3,000+
Hourly$250/hr
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Hourly financial planner helping tech professionals and families live their best lives.
Ideal for
Technology Professionals • FIRE
Specializes in
Tax Strategies
Pre-Retirement Planning
Mid-Career Planning
Bob Buehler, CPA, ChFC®
FirstTen Financial
Quarterly$500+/qtr
One-time$2,000+
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Bob Buehler, CPA, ChFC®
FirstTen Financial
Quarterly$500+/qtr
One-time$2,000+
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I specialize in helping new retirees navigate the initial years of their retirement
Ideal for
Retirees • Pre-Retirees
Specializes in
Retirement
Tax Strategies • Social Security
Desiree Kaul, CFP®, ChFC®
Kaul Financial Solutions
Monthly$200/mo
One-time$750+
Hourly$250/hr
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Desiree Kaul, CFP®, ChFC®
Kaul Financial Solutions
Monthly$200/mo
One-time$750+
Hourly$250/hr
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Finances should be personal. I enjoy helping others find financial wellness that reflects their values and beliefs.
Ideal for
Veterans/Military Personnel • Government Employees
Specializes in
Tax Strategies
Small Business • Pre-Retirement Planning
Carmetta Joyner, CFP®
Joyner Financial Planning
One-time$3,000
Hourly$300+/hr
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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
Budgeting • Debt & Credit • Employee Benefits