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
Ross Dugas, Ph.D.
Scientific Financial
Monthly$65/moOne-time$4,000Hourly$200/hrAs a former engineer I enjoying working with curious investors who seek to understand. No handwaving, just data and transparency.
Ideal forEngineers and Scientists • DIY InvestorsSpecializes inRetirement • Tax Strategies • Investments
Megan Kiesel, CFP®
Livelihood
One-time$2,300+Hourly$175/hrAt 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 forNon-profit professionals • Newlyweds/CouplesSpecializes inBudgeting • Retirement • Home Purchase
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
Daryoosh Khalilollahi, CFP, RIA, MBA, MSEE
DABK Financial Planning Services
Hourly$250/hrMy 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 forFIRE • Business OwnersSpecializes inInvestments • Retirement • Tax Strategies
Keith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtrOne-time$5,000+Hourly$300/hrKeith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtrOne-time$5,000+Hourly$300/hrI help pre-retirees and retirees make informed financial choices by building/updating a plan that is clear and actionable. I have a very transparent...
Ideal forPre-Retirees • RetireesSpecializes inRetirement • Social Security • Pre-Retirement 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
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 Benefits
Melissa Leonard, CFP®
Cairn Financial Planning
Annual$2,500+/yrOne-time$2,500+Hourly$250/hrMelissa Leonard, CFP®
Cairn Financial Planning
Annual$2,500+/yrOne-time$2,500+Hourly$250/hrBalancing all aspects of life is challenging. Let us help you with the financial pieces.
Ideal forYoung Professionals • High Earners ($250k - $500k)Specializes inBudgeting • Employee Benefits • Investments
Linda Rapisardo, CFP®
Canela Wealth
Monthly$300+/moAnnual$3,600+/yrOne-time$2,500+I help first-gen professionals who've had to figure it all out build financial confidence and freedom.
Ideal forFamilies with Children • Young ProfessionalsSpecializes inBudgeting • Employee Benefits • Investments
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
Avanti Shetye, MBA, CFA, CFP®
Wealthwyzr, LLC
Quarterly$1,200+/qtrOne-time$7,500+Hourly$500/hrAvanti Shetye, MBA, CFA, CFP®
Wealthwyzr, LLC
Quarterly$1,200+/qtrOne-time$7,500+Hourly$500/hrAdvice-only financial planner helping you make smart, informed financial decisions with confidence.
Ideal forDIY Investors • High Net WorthSpecializes inInvestments • Retirement • Tax Strategies
Hourly$360/hrNot accepting clientsHourly$360/hrDiane Esser works with clients approaching retirement and already retired to ensure they obtain their best return on life.
Ideal forPre-Retirees • RetireesSpecializes inRetirement • Social Security • Pre-Retirement Planning
Phillip Durbin
Generational Wealth Development
One-time$3,200Hourly$150/hrI help rural and middle-income families to learn about personal finance so that they can create Generational Wealth and change their families futures....
Ideal forYoung Professionals • FarmersSpecializes inEarly Career Planning • Debt & Credit • Mid-Career Planning
Annual$1,700/yrNot accepting clientsAnnual$1,700/yrJim runs a flat fee, retirement-focused firm. He is the author of two books, is a published researcher, and the holder of three patents.
Ideal forRetirees • Pre-RetireesSpecializes inRetirement • Pre-Retirement Planning • Tax Strategies
Ty Rollins, MBA, EA
Ty Rollins, Inc.
One-time$800+I work with clients who are near or already in retirement. My Retirement Roadmap focuses on streamlining retirement.
Ideal forRetirees • Pre-RetireesSpecializes inRetirement • Tax Strategies • Investments
Monthly$189/moNot accepting clientsI became a planner as a post-corporate passion career to help working professionals keep more of their money and reach financial independence faster.
Ideal forYoung Professionals • FIRESpecializes inMid-Career Planning • Investments • Pre-Retirement 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
Kate Wilusz, CFP®
Fiat Lux Financial Planning
One-time$6,000+Hourly$400/hrKate has over twenty years of experience with financial planning, investment management, equity compensation, real estate and business management.
Ideal forWomen • Female BreadwinnerSpecializes inInvestments • Insurance • Tax Strategies
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