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

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  • 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 Strategies • Employee Benefits • Investments
  • Justin Horowitz

    Justin Horowitz, CFP®

    Just Advising

    One-time$1,800+
    Hourly$150/hr
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    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
  • Audrey Emerson

    Audrey Emerson, CFP®

    Cents of Joy Financial Planning

    Monthly$200+/mo
    One-time$2,700+
    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
    Small Business • Budgeting • Tax Strategies
  • Patrick Bourbon

    Patrick Bourbon, CFA, CFP®

    Bourbon Financial Management

    Monthly$500+/mo
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    Patrick is your personal Chief Financial Officer. His main goal is to give you the best tools possible to improve your financial decisions.

    Ideal for
    Business Owners • High Net Worth
    Specializes in
    Tax Strategies • Investments • Retirement
  • Lynn Anderson

    Lynn Anderson, CFP®

    Abundo Wealth

    Monthly$189/mo
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    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
    Budgeting • Employee Benefits • Tax Strategies
  • Diane Esser

    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
  • Thomas Hendrix

    Thomas Hendrix

    Hendrix Financial Planning

    One-time$2,950
    Hourly$150/hr
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    I 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 for
    DIY Investors • Veterans/Military Personnel
  • Grady Moshay

    Grady Moshay, MBA, Investor Advisor Representative,

    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
  • Daryoosh Khalilollahi

    Daryoosh Khalilollahi, CFP, RIA, MBA, MSEE

    DABK Financial Planning Services

    Hourly$250/hr
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    My mission is to make individuals and families establish a clear financial path for reaching their lifetime goals and help them avoid mistakes in the...

    Ideal for
    FIRE • Business Owners
    Specializes in
    Investments • Retirement • Tax Strategies
  • 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
    Investments • Retirement • Tax Strategies
  • Chris Mamula

    Chris Mamula, CFP®

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo
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    Helping working families keep more of their money and reach financial independence faster.

    Ideal for
    FIRE • Pre-Retirees
    Specializes in
    Investments • Retirement • Pre-Retirement Planning
  • Philip Murphy

    Philip Murphy, CFA, CFP®

    IndiePlan™ LLC

    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
    Retirement • Mid-Career Planning
  • Adam Coleman

    Adam Coleman, CRPC®, AFC®, CDLP®

    Nectarine

    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
    Investments • Retirement
  • Katherine Edwards

    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
  • Linda Rapisardo

    Linda Rapisardo, CFP®

    Canela Wealth

    Monthly$300+/mo
    Annual$3,600+/yr
    One-time$2,500+
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    I help first-gen professionals who've had to figure it all out build financial confidence and freedom.

    Ideal for
    Families with Children • Young Professionals
    Specializes in
    Budgeting • Employee Benefits • Investments
  • Ross Dugas

    Ross Dugas, Ph.D.

    Scientific Financial

    Monthly$65/mo
    One-time$4,000
    Hourly$200/hr
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    As a former engineer I enjoying working with curious investors who seek to understand. No handwaving, just data and transparency.

    Ideal for
    Engineers and Scientists • DIY Investors
    Specializes in
    Retirement • Tax Strategies • Investments
  • Mary Ann Sullivan

    Mary Ann Sullivan, CFP®

    395 Financial Planning

    Monthly$175/mo
    Quarterly$525+/qtr
    Annual$2,100+/yr
    One-time$395
    Hourly$175/hr
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    Want 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 for
    Educators • DIY Investors
    Specializes in
    Employee Benefits
    Retirement • Tax Strategies
  • Holly Donaldson

    Holly Donaldson, CFP®, MBA, MA

    Step by Step for DIY Investors

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

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