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

Kevin Lam, CFP®, CPRS™
Age Wisely Financial
One-time$720+
Hourly$360/hr
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Kevin Lam, CFP®, CPRS™
Age Wisely Financial
One-time$720+
Hourly$360/hr
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I specialize in helping my fellow seniors age 60+ navigate challenges with retirement income, asset protection, safety, health, and legacy planning.
Ideal for
Retirees • Pre-Retirees
Specializes in
Retirement
Retirement Life Planning
Pre-Retirement Planning
Jill Raderstorf, MBA
Aptus Financial
Monthly$193/mo
Annual$1,160/yr
One-time$3,480
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Jill Raderstorf, MBA
Aptus Financial
Monthly$193/mo
Annual$1,160/yr
One-time$3,480
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Jill Raderstorf is a financial planner at Aptus Financial, an advice only financial planning firm that helps people invest on their own. She is dedic...
Ideal for
Medical Professionals • High Earners ($250k - $500k)
Specializes in
Retirement • Early Career Planning • Mid-Career 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
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
Joe Conklin Shure, CFP®, EA
Conklin Shure Financial
Monthly$320+/mo
One-time$3,200+
Hourly$325/hr
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Joe Conklin Shure, CFP®, EA
Conklin Shure Financial
Monthly$320+/mo
One-time$3,200+
Hourly$325/hr
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Values-driven CFP® helping you align money with life—let’s navigate this late-capitalist hellscape together 🔥
Ideal for
Technology Professionals • Non-profit professionals
Specializes in
Budgeting
Career Planning • Tax Strategies
Nick Booth, CFP®, CDAA
Nine Inning Finance
Annual$3,000/yr
One-time$3,600+
Hourly$300/hr
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Nick Booth, CFP®, CDAA
Nine Inning Finance
Annual$3,000/yr
One-time$3,600+
Hourly$300/hr
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I love working with: 1) Those approaching retirement 2) Millennials seeking help planning for life events while striking a balance with saving for ret...
Ideal for
Pre-Retirees • Young Professionals
Specializes in
Pre-Retirement Planning • Investments • 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 specialize in serving First Generation Wealth Builders who want to change their financial family trees, as well as progressive professionals and inv...
Ideal for
FIRE • Philanthropists
Specializes in
Budgeting • Retirement • Home Purchase
Jenn Steliga, CFP®, CFT™
Find Your FI
Annual$6,000/yr
One-time$2,600+
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Jenn Steliga, CFP®, CFT™
Find Your FI
Annual$6,000/yr
One-time$2,600+
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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
Budgeting • Debt & Credit • Employee Benefits
Aubrey Williams, MS, MBA
Open Path Financial, LLC
Hourly$385/hr
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Aubrey Williams, MS, MBA
Open Path Financial, LLC
Hourly$385/hr
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Hi, I'm Aubrey and I'm here to help. Advice-only, fee-only, fiduciary 100% of the time, on the hourly model for FI/RE clients with ADHD/neurodiversity...
Ideal for
LGBTQ+ • FIRE
Specializes in
Tax Strategies • Small Business • Retirement Life Planning
Jorge Soriano, CFP®
Financial Optimist
Monthly$325+/mo
One-time$3,200+
Hourly$360/hr
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Jorge Soriano, CFP®
Financial Optimist
Monthly$325+/mo
One-time$3,200+
Hourly$360/hr
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Jorge loves to work with young families that are intentional about early retirement and tax optimization. He loves to educate and offer clarity to wha...
Ideal for
FIRE • Business Owners
Specializes in
Retirement • Tax Strategies • Small Business
Dustin Bell, MBA
Reflective Financial
Monthly$300+/mo
One-time$2,000+
Hourly$300/hr
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Dustin Bell, MBA
Reflective Financial
Monthly$300+/mo
One-time$2,000+
Hourly$300/hr
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Former CFO who helps high-earners achieve financial independence with smart tax strategies and low-cost investment portfolios.
Ideal for
High Earners ($250k - $500k) • High Net Worth
Specializes in
Tax Strategies
Mid-Career Planning
Retirement
Jake Stalder, CFP®
Navigate Financial Planning LLC
Monthly$170+/mo
One-time$3,200+
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Jake Stalder, CFP®
Navigate Financial Planning LLC
Monthly$170+/mo
One-time$3,200+
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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
Investments • Pre-Retirement Planning • Budgeting
Paulo Lopes, J.D.
Woodmont Financial Partners LLC
One-time$5,000+
Hourly$385/hr
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Paulo Lopes, J.D.
Woodmont Financial Partners LLC
One-time$5,000+
Hourly$385/hr
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Attorney turned financial planner offering retirement, tax, estate, and investment advice — all billed hourly, with no ongoing fees or obligations. Ju...
Ideal for
DIY Investors • Pre-Retirees
Specializes in
Investments • Retirement • Estate Planning
Amy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
One-time$2,750+
Hourly$350+/hr
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Amy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
One-time$2,750+
Hourly$350+/hr
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Amy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning and education firm focused on women, families, and entrepreneur...
Ideal for
Women • Newlyweds/Couples
Specializes in
Investments • Employee Benefits • Retirement
Kevin Dunford, CFP®, EA
Better World Planning
Monthly$350/mo
One-time$4,000
Hourly$250/hr
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Kevin Dunford, CFP®, EA
Better World Planning
Monthly$350/mo
One-time$4,000
Hourly$250/hr
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Fee-only fiduciary planner (CFP®, EA, CPT) guiding clients through comprehensive financial, tax, and wellness strategies.
Ideal for
Families with Children • Fitness/Wellness Enthusiasts
Specializes in
Investments • Estate Planning • Tax Strategies
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
Michael Rodriguez, CFP®
Equanimity Wealth
Monthly$169/mo
One-time$299
Hourly$175/hr
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Michael Rodriguez, CFP®
Equanimity Wealth
Monthly$169/mo
One-time$299
Hourly$175/hr
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Michael, a CFP® from Glendale, CA, helps families achieve financial clarity with a people-first approach.
Ideal for
Families with Children • Business Owners
Specializes in
Debt & Credit • Employee Benefits • Investments
Zach Lundak, CFA, CFP®
Barrett FP
Hourly$300+/hr
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Zach Lundak, CFA, CFP®
Barrett FP
Hourly$300+/hr
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I 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 for
DIY Investors • Pre-Retirees
Specializes in
Retirement
Pre-Retirement Planning
Tax Strategies