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
Chris Maggio, RICP®
Retirement Planning Partner LLC
One-time$1,200+Hourly$120/hrI specialize in retirement planning, earning the Retirement Income Certified Professional (RICP®) designation to provide expert guidance in this compl...
Ideal forPre-Retirees • RetireesSpecializes inRetirementInvestments • Tax Strategies
Kevin Lam, CFP®, CPRS™
Age Wisely Financial
One-time$720+Hourly$360/hrI specialize in helping my fellow seniors age 60+ navigate challenges with retirement income, asset protection, safety, health, and legacy planning.
Ideal forRetirees • Pre-RetireesSpecializes inRetirementRetirement Life PlanningPre-Retirement Planning
Jon Luskin, CFP®
JonLuskin.com
One-time$4,695Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary specializing in hourly advice to do-it-yourself i...
Ideal forDIY Investors • RetireesSpecializes inInvestmentsRetirement • Pre-Retirement Planning
One-time$1,600+Hourly$320/hrNot accepting clientsOne-time$1,600+Hourly$320/hrFlat project fee and hourly planner with over 30 years of industry experience. Credentials: CFA, CFP®, EA and MBA (Wharton). Specializes in advising...
Ideal forPre-Retirees • RetireesSpecializes inInvestments • Retirement • Tax Strategies
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
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
Joe Conklin Shure, CFP®, EA
Conklin Shure Financial
Monthly$320+/moOne-time$3,200+Hourly$325/hrJoe Conklin Shure, CFP®, EA
Conklin Shure Financial
Monthly$320+/moOne-time$3,200+Hourly$325/hrValues-driven CFP® helping you align money with life—let’s navigate this late-capitalist hellscape together 🔥
Ideal forTechnology Professionals • Non-profit professionalsSpecializes inBudgetingCareer Planning • Tax Strategies
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
Grady Moshay, MBA, Investor Advisor Representative,
Emanciparé Investment Advisors, LLC
One-time$1,950+Hourly$199/hrGrady Moshay, MBA, Investor Advisor Representative,
Emanciparé Investment Advisors, LLC
One-time$1,950+Hourly$199/hrWhether 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 forDIY Investors • Pre-RetireesSpecializes inPre-Retirement Planning • Retirement Life Planning • Investments
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
Mike Staman, CFP®, MSPFP, CAP, AEP®
Delaware Financial Planning
Monthly$475+/moOne-time$5,000+Hourly$400/hrMike Staman, CFP®, MSPFP, CAP, AEP®
Delaware Financial Planning
Monthly$475+/moOne-time$5,000+Hourly$400/hrServing mid- to late-stage corporate and non-profit professionals, I believe in the value of ongoing planning but can also work on a project basis.
Ideal forPre-Retirees • High Earners ($250k - $500k)Specializes inTax Strategies • Pre-Retirement Planning • Retirement
Aleksandr Fridlyand, CFP®, CPA
Technos Financial
Annual$2,750+/yrOne-time$2,750+Hourly$210/hrAleksandr Fridlyand, CFP®, CPA
Technos Financial
Annual$2,750+/yrOne-time$2,750+Hourly$210/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 inBudgeting • Investments • Retirement
Kevin Dunford, CFP®, EA
Better World Planning
Monthly$350/moOne-time$4,000Hourly$250/hrFee-only fiduciary planner (CFP®, EA, CPT) guiding clients through comprehensive financial, tax, and wellness strategies.
Ideal forFamilies with Children • Fitness/Wellness EnthusiastsSpecializes inInvestments • Estate Planning • Tax Strategies
Krystal Fortner, CFP®
Krystal Fortner
One-time$4,800+Hourly$350/hrNo nonsense, advice-only planner who dreams of everyone having a financial plan.
Ideal forDIY Investors • Fitness/Wellness EnthusiastsSpecializes inTax Strategies • Pre-Retirement Planning • Debt & Credit
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
Sara Young, CFP®
Live and Give Financial
Annual$3,600+/yrOne-time$4,500Hourly$350/hrI guide physicians and healthcare professionals with tax-smart, values-centered planning built through open, collaborative conversations.
Ideal forMedical Professionals • Healthcare WorkersSpecializes inTax StrategiesPre-Retirement Planning • College Savings
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
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
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